Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Book Review: Risk Management Competency Development in Banks

Risk management at banks — especially in a post-financial-crisis world — is a topic of critical importance to investors and regulators.

Green Bonds vs. Traditional Bonds

How do we test how environmental, social, and governance (ESG) investing returns compare to those of similar traditional investments? The simplest way is to look at bonds.

Gender Lens Equity Funds and Women in Leadership: A Report

What does the recent performance of gender lens funds look like and how much variation is there among them?

Book Review: The New Stock Market

The New Stock Market is a truly impressive achievement.

Shareholder Value vs. Shareholder Welfare

In whose interest should companies be run? Luigi Zingales shared his thoughts at the 2019 CFA Institute Seminar for Global Investors.

Book Review: Governance Reimagined

David R. Koenig's Governance Reimagined "focuses on the 'why' and 'how' of governance rather than the 'what' that is delivered by other guidebooks."

The Seven Asset Owner Approaches to ESG

What role do asset owners have to play in environmental, social, and governance (ESG) investing?

ESG Investing: Can You Have Your Cake and Eat It Too?

Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.



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