Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


War and Ethics: What Are the Investment Community’s Responsibilities?

The investment community needs to develop common standards to apply when conflicts like the Russia–Ukraine War break out.

Book Review: Purpose and Profit

The importance of ESG factors has been accelerated by the COVID-19 pandemic, making George Serafeim's book essential reading.

A Natural Capital Approach to Sustainable Investing: A Tribute to Pitta

The pitta bird is a rare sight in tropical forests, even to the trained eyes of birdwatchers. Yet there she was, perched on the window of my condo, in a busy metropolis.

A Tale of Two Suits: The Three Capitals of Career Success

Eric Sim, CFA, explains how human capital, financial capital, and social capital helped build his career in finance.

Pensions, Crypto, and Trust: Digital Assets and Retirement Funds

Many pension funds are exploring allocations to cryptoassets. What does that mean for the future of trust in the financial services industry?

Navigating Systemic Risks: Ukraine, Climate, and Crypto

Simon Johnson considers systemic risk today and how we can counteract it.

Book Review: The Revolution That Wasn’t

Spencer Jakab argues that Wall Street, not the everyday retail investor, won the meme stock revolution.

Book Review: Your Essential Guide to Sustainable Investing

Larry Swedroe and Samuel Adams's book is a good starting point for those seeking to understand the history and current practices of sustainable investing.

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?



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