Practical analysis for investment professionals

Firm Management and Client Relationships


Hiring and Firing Portfolio Managers: Process and Outcomes

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

Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.

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.

Whistleblowing: The Risks and Rewards

“You do not wake up one morning saying, ‘Well, I am going to be a whistleblower,’” says Stephanie Gibaud.

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.

Diversity and Inclusion: Driving Change in Investment Management

The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.

Jeopardy! and Gender Parity on Investment Teams

Why does gender parity matter for investment teams?

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.

New Insights on the Trust Crisis in Finance

Research shows that trust in the finance sector is on the rise around the globe.

Zeitgeist: Why It Matters to Advisers and Investors

As advisers, we need to talk in the language and use the tools of the people who we are talking to.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close