Practical analysis for investment professionals

Career Development and Soft Skills


What Makes a Great Investor?

What differentiates the Warren Buffetts and Peter Lynches of the world from the run-of-the-mill investor?

How I Generate Investment Ideas

Where do investment ideas come from? Joachim Klement, CFA, shares his process.

10 Open Questions for All Professional Investors

The investment profession has some pretty intense open questions.

Hiring and Firing Portfolio Managers: Process and Outcomes

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

Investing Lessons from Bill Browder

Bill Browder’s message to security analysts is stark: The truly outstanding practitioner is a solitary creature who works in a depopulated landscape, where they just might stumble across real opportunity.

Women of Jeopardy! on Defining Success

As part of her research, Barbara Stewart, CFA, spoke to a particular group of women about how they feel about their intelligence, how they look at success, and what advice they’d give younger women.

Humans vs. Machines: The Stress Management Edge

The battle between human intelligence and artificial intelligence (AI) may come down to whether humans can successfully manage chronic stress.

What Millennials Want: Not What You Think

Everyone thinks they have millennials figured out. But a new report suggests we don't know what we think we know about this critical demographic, especially when it comes to investing.

Reading Around: The Latticework Framework

Want to be a better investor? Joachim Klement, CFA, recommends embracing Charlie Munger's latticework framework and reading around your field.

Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.



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