Practical analysis for investment professionals
Book Review: Beyond Diversification

The range of tools that Sébastien Page, CFA, sets out in this book can help investors make better decisions.

Does Guru Investing Work?

A new investment style has proliferated over the last decade or so: the copycat investor.

Did Corporate Bond ETFs Kill the “Alpha Stars”?

The race for scale among active managers in response to low-cost ETF competition may be self-defeating.

Passive Funds and “Do No Harm” Are Not Synonymous

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.

Greenwashing at a Tipping Point: Marketing Jargon Brings Regulatory Risk

The environmental, social, and governance (ESG) fund industry reached a crossroads on 26 August 2021.

Equal- vs. Market Cap-Weighted Portfolios in Stock Market Crashes

How have equal- and market-cap weighted US equity portfolios performed relative to one another during downturns?

Book Review: 21st Century Investing

William Burckart and Steve Lydenberg, CFA, argue persuasively that systemic issues have important implications for future returns.

Perpetual Debt Is Already Here

The costs and risks associated with debt have shifted from the borrower to the lender.

Revisiting Beta: How Well Has Beta Predicted Returns?

Are CAPM and beta effective predictors of future returns?



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