Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


ESG Matters: Global Trends and Transitions

How are women growing in importance in the investment ecosystem? How are firms approaching the sustainability journey?

Beyond Intention: Diversity, Equity, and Inclusion Require Action

How did PNC integrate diversity, equity, and inclusion (DEI) factors into its practices?

Impact-Weighted Accounting: The Missing Ingredient?

Can Impact-Weighted Accounting (IWA) help unlock ESG Alpha for investors?

Fraud and Deception Detection: Text-Based Analysis

Technology can give investment pros a huge advantage in evaluating the truthfulness of company communications.

The Price of Nature

To avoid a tragedy of the commons, we need to develop a formal method to price nature assets.

Jon Stein, CFA, on GameStop and the Market’s Trust Crisis

Betterment founder Jon Stein, CFA, shares his perspective on the GameStop fiasco.

ESG Research: Solving the Integration Challenges

US managers have been slower to board the ESG bandwagon relative to their European peers. How can they catch up?

Myths of Private Equity Performance: Part IV

PE results can neither be benchmarked reliably nor delivered consistently.

“ESG, Motherhood, and Apple Pie”? Seven ESG Policy Questions

Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?

The End of Accounting? Sustaining Financial Reporting

The explanatory power of the financial information reported to investors for market valuation has plummeted in recent decades.



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