Practical analysis for investment professionals

asset managers


ESG Asset Managers: Define the Why

Clients today want their investments to produce a genuine positive impact as well as a return. Asset managers need to define how they plan to do that.

The Financial Industry: A New Discipline of Ownership

The finance industry, long plagued by public distrust, has reached a tipping point, says Stephen Davis. The public’s anger, fueled by a belief that investors have been unjustly “separated from their money,” has helped to usher in a new “discipline of ownership.”

The Bedrock of Due Diligence? Skepticism and “Cracking the Narrative”

Research analysts must rethink due diligence and manager selection, says Tom Brakke, CFA. Performance chasing doesn't work, and at the end of the day, an analyst's job is to crack the corporate narrative and tie the "what" to the "how." The best due diligence, Brakke says, is "field work."



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