Practical analysis for investment professionals
Tax-Loss Harvesting: Should Investors Believe the Hype?

There is no shortage of hypothetical performance claims that suggest tax-loss harvesting strategies will significantly boost an investor’s after-tax returns.

Global Third-Party Research: An Industry in Crisis?

As research coverage stagnates globally, Europe sees a MiFID II blip.

What Can Fintech Accelerators Teach Financial Advisers?

Accelerator programs are fertile ground for advisers and investment professionals and can furnish the financial services industry with new ways to compete and evolve its business models.

The Myth of Volatility Drag (Part 2)

Should we banish "volatility drag" from our vocabularies?

The ETF at 25: Still Scratching the Surface, Says SPDR’s Jim Ross

Exchange-traded fund (ETF) pioneer Jim Ross talks with Paul Kovarsky, CFA, about how ETFs have evolved over the past 25 years and where he anticipates them heading in the years ahead.

Screams from a Burning Theater: Jeremy Gold on the Retirement Crisis

“Where are the screaming actuaries yelling in these burning theaters?” Jeremy Gold once asked. Gold passed away earlier this month, leading Heidi Raubenheimer, PhD, CFA, to recall his words and reflect on the state of the retirement crisis.

New Decision-Making Perspectives: 13 Ways to Break the Frame

Once we’re aware of how incorrect framing can sabotage performance, how can we ensure that we are framing decisions properly?

Weekend Reads: Upside Down Edition

Jason Voss, CFA, jumps right into Weekend Reads this week with selections on Adam Smith, machine learning, and protectionism, among other topics.

Four Challenges in the ESG Market: What’s Next?

It's time for environmental, social, and governance (ESG) investing to become more of a science and less of an art, says Christopher K. Merker, PhD, CFA.

New Insights on the Trust Crisis in Finance

Research shows that trust in the finance sector is on the rise around the globe.



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