Practical analysis for investment professionals

Firm Culture


Investing Lessons from Epictetus: Focus on What You Can Control

The Stoic philosopher Epictetus has something to teach the investment profession, says Mimmi Kheddache Jendeby.

The Active Equity Renaissance: Renaissance Investment Management Firms

The primary focus of the renaissance investment management firm is delivering the best possible investment performance, not on scaling for scaling’s sake, C. Thomas Howard and Jason Voss, CFA, explain in the latest entry in The Active Equity Renaissance series.

Weekend Reads: Open Offices, Gigs Revisited, Snapchat Falls Flat

The open-office environment is all the rage these days. But does it accomplish what it sets out to? Paul McCaffrey explores this question, the gig economy, Snapchat's dismal showing, and more, in the latest Weekend Reads.

Cyber Threats: Can Financial Firms Maneuver Fast Enough?

As a core part of the critical economic infrastructure, financial firms offer a prime target for adversaries who want to steal data and funds or even to disrupt the industry. Financial firms effectively have fallen behind in a cyber arms race, and the magnitude of risk has vastly increased, with organized crime and state-sponsored attacks becoming more active and powerful. But financial professionals may have a surprising ability to adapt.

Survival Strategy: A Learning Investment Team

The less personal the variable to be optimized in an investment process, the lower the resistance. Let's call it "Schuller's Law."

Putting Out Trust Fires

Trust is core to team effectiveness. If it is damaged, team performance will decline. For this reason, treat trust issues as you would kitchen fires: Put them out immediately.

Collective Intelligence: Three Factors for Building Smarter Teams

So what is it that makes one team "smarter" than another? Anita Williams Woolley believes it's collective intelligence. A key component of collective intelligence is social perceptiveness. and it turns out women tend to be better at that than men. So when constructing teams, be sure to include more women.

Alpha Wounds: Culture vs. Philosophy Mismatch

Jason Voss, CFA, discusses the importance of aligning investment firm culture with investment philosophy to maximize alpha.

How (Not) to Sabotage Your Firm

Perusing an old war manual on how to sabotage organizations will spark instant recognition for any modern office worker. How can firms stop unintentionally sabotaging themselves?

Weekend Reads: Simple Sabotage, Michael Phelps, and NASCAR

What does the Simple Sabotage Field Manual, published by the forerunner to the CIA during World War II, teach us about today's workplace?



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