Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Top 10 Posts from 2021: The Buffett Indicator, GameStop, Inflation!

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Put Your Money Where Your Mouth Is: Vegetarian and Vegan Investing

Might financing vegetarian products be the game changer that moves our consumer habits in a more sustainable direction?

On Investment Objectives and Risks, Clear Communication Is Key, Part 1

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

Modern Variants of Capitalism, Part 3: Digital Capitalism

Digital capitalism has transformed our lives into a new commodity: personal data.

Gender Diversity in the Board Room: The Firm Size Factor

Smaller is better when it comes to reaping the benefits of gender diversity in the corporate board room.

Inclusive Leadership: Seven Keys to a 21st-Century Skill

Developing an inclusive culture is the right thing to do ethically. It also makes good business sense.

Passive vs. Active Management: Three Myths in DC Plan Strategy Selection

Actively managed strategies should have a place at the core of well-designed retirement plans.

Machine Learning: Explain It or Bust

Interpretability is paramount in machine learning.

Growth in Sustainable Indices Proves Sustainable

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

ESG Disclosure: How Can External Assurance Help Build Trust?

ESG assurance must replicate the knowledge and experience of external audit while avoiding its pitfalls.



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