Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


DC 2.0: Three Paths to More Equitable Retirement Programs

How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?

The Financial Adviser Value Proposition: The Five Components

What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?

The Private Capital Wealth Equation, Part 2: The Economics Variable

The performance of alternative asset managers is encapsulated in the formula: Wealth = Controls + Economics. Here, we outline the economics component of the equation.

Nuclear Conflict: Why We Must Consider the Risks

In the wake of Russia’s attack on Ukraine, the risks of nuclear conflict have become clearer both inside and outside the world of finance.

Renewable Energy Funds: Through a Gender Lens

As ESG investing continues to grow, applying a gender lens to public equity funds focused on climate solutions is critical.

The Private Capital Wealth Equation, Part 1: The Controls Variable

Private capital fund managers have developed tools to reduce risk while protecting or even boosting their returns.

How Technology Enhances Investor Trust

Trust, in some form, is at the center of all financial transactions, and technology can enable and enhance that trust.

Closing the Gap: Gender Lens Investing and the Future of Finance

Gender lens investing may be the most powerful approach to achieving gender parity in finance and investment.

The EU Artificial Intelligence Act and Financial Services

With the publication of the AI Act, the EU has boldly gone where no other regulator has gone before.

Drowning in the Private Equity Pool

What's most surprising about aggregated private market performance calculations? How deeply flawed they are.



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