Practical analysis for investment professionals

Firm Management and Client Relationships


Women and Wealth: Three Findings and Their Risks

What are the major takeaways from a decade of researching women and finance?

The Investment Case for Culture

How can we meet the dual challenge of investor preferences and investment outcomes?

Four Principles to Sustaining a Desired Culture

Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

Return on Inertia (ROI): The Price of Standing Still

Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.

A Sheep in Wolf’s Clothing: Susan Cain on the Power of Introversion

Susan Cain, author of Quiet, speaks with Mike Wallberg, CFA, about the Quiet Revolution and leveraging the value of introverts.

Top-Performing Investment Teams: 10 Ingredients to Their Secret Sauce

What do top investment teams have in common? What makes some succeed while others fall short?

Defining an Ideal Culture: A Values-Based Framework

The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.

Investment Management Fees: Beware the Cobra Effect

Bad incentives lead to bad results, Daniel Brocklebank, CFA, observed at the 72nd CFA Institute Annual Conference.