Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Book Review: The Technological Revolution in Financial Services

The book provides a roadmap on how the financial industry will evolve in response to three structural forces.

GameStop, Artificial Intelligence, Social Media, and the Future of Investing

The GameStop story represents a shift in the balance of power and with it the future of investing and social media.

Joachim Klement, CFA: Three Geo-Economics Trends to Watch

The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.

The Short, the Index, and the Private Markets

There is no valid benchmark for the unlisted private equity sector. That needs to change.

SPAC Fever: Clear and Present Danger?

How do special-purpose acquisition companies (SPACs) serve public investors?

Zero Emissions Vehicles: Making Sense of the Transition with SASB Standards

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.

Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow

GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha.

COVID-19 and 17 May: Tax Day Considerations for Clients

Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?

Fraud and Deception Detection: Five Language Fingerprints

Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close