Practical analysis for investment professionals
Liquid Alternatives: Alternative Enough?

How do liquid alternatives perform from a risk-and-return perspective in the context of an equity portfolio?

Accelerated Share Repurchases (ASRs): Managing EPS?

Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.

10 Rules for Marketing Alternative Funds

Unforced errors in their advertising can undermine the credibility alternative asset managers work so hard to build. These 10 guidelines can help prevent such mistakes.

Who Cares (About ESG) Wins: Asset Owners Step Up

If there were any doubt as to ESG's efficacy in portfolio management, recent efforts by some of the world's largest asset owners may finally put the question to rest.

Let‘s Get Physical 2: Body Language and Physical Fixes

Financial advisers care about body language and so do clients and potential clients, says Barbara Stewart, CFA. So how can we repair our physical faux pas? She checks in with nonverbal communication expert Mark Bowden for insight on this question and more.

Cybersecurity: The Barbarians Are at the Gate

What can firms do to protect themselves and their clients from potential data breaches? Cybersecurity expert E.J. Yerzak weighs in.

Chasing Mutual Fund Performance: Follow the Momentum?

How does mutual fund momentum chasing play out in the US market?

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Rethinking the 4.5% Rule

Is the standard for calculating a retirement portfolio's maximum withdrawal rate all wrong?

Franchise Quality Score: A Metric for Intangibles

Ever-increasing investments in intangible assets by firms are rendering old stock valuation models obsolete and demonstrate the need for new valuation frameworks. That's where the Franchise Quality Score comes in.



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