Practical analysis for investment professionals
Book Review: Wealth of Wisdom

The editors are to be commended for creating a genuinely valuable resource for wealth management specialists.

On Career Resilience in Uncertain Times

How can investment professionals stay relevant in a challenging time?

Research Spending Post-MiFID II: Is COVID-19 the Straw that Broke the Camel’s Back?

The active equity strategies of European managers are at significant risk.

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?

Aswath Damodaran on Valuations amid COVID-19: “Go Back to Basics”

Don't abandon valuation fundamentals during the COVID-19 crisis, says Aswath Damodaran.

Gender Lens Investing: Where to from Here?

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

The New Depression: COVID-19 and Stocks’ “Rightful Owners”

Defined-contribution assets will be the epicenter for a coronavirus-driven upward redistribution of equity wealth.

Global Careers in Wealth Management: A Conversation with Marg Franklin, CFA

“The people who combine education with ethics and integrity will have the edge.”



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