Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Women of Jeopardy! on Defining Success

As part of her research, Barbara Stewart, CFA, spoke to a particular group of women about how they feel about their intelligence, how they look at success, and what advice they’d give younger women.

Whistleblowing: The Risks and Rewards

“You do not wake up one morning saying, ‘Well, I am going to be a whistleblower,’” says Stephanie Gibaud.

Persistence That Just Ain’t So

Do private equity presentations overstate an ability to persist?

Bitcoin: New Asset Class or Pyramid Scheme?

Jonathan Harris, CFA, offers a searing critique of bitcoin and cryptocurrencies.

The Power of Passive

Because the flood into passive management appears unstoppable, it is worth considering the limits of the trend.

Buyer Beware vs. Seller Beware

Questions about whether financial service providers should design better products and sell them responsibly or consumers should take responsibility for their own purchases through financial education miss the point.

Diversity and Inclusion: Driving Change in Investment Management

The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.

Jeopardy! and Gender Parity on Investment Teams

Why does gender parity matter for investment teams?

Cryptocurrencies: Initial Coin Offerings (ICOs)

What are initial coin offerings (ICOs)? Umed Saidov, CFA, shares his take in the latest edition of his Cryptocurrencies series.

Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.



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