Practical analysis for investment professionals


Is Fencing the Key to Evaluating Investment Performance?

A. Michael Lipper, CFA, states that not only is investing an art form, but judging investing is also an art form.

The Doomsday Device in the War of the Trading Terminals

Two simple words could radically change the whole power dynamics in the huge financial software industry. They are "Federated Chat".

Weekend Reads for Advisers: Luck, Work, and Happiness

Don't fret. This is not the "self-help" edition of weekend reads, even though the headline might lead you to think so. It just so happens that luck versus skill, work (and it's evil twin overwork), and investor happiness are topics tackled in three separate articles.

Best of 2013: Know Yourself (and How You Make Decisions)

As I looked back over a year of tweets and blog posts, one theme was perennial: we cannot escape ourselves. What do I mean by that? Behavioral biases inform our investment decisions, regardless of gender, season, or geography.

Weekend Reads for Advisers: Love and Math, Luck versus Skill

The art of algorithmic war, GMO's latest quarterly letter, and why most back-tested performance histories are bunk.

Active Grandparents Can Be Good Investment Managers

Investing in general — and portfolio management specifically — is representative of the real world. In the familial setting, passing down of the world knowledge and past good achievements is done by the grandparents.

Weekend Reads for Advisers: Investing, Poker, and Retirement

This week I heard something that really stuck with me: "Follow your ignorance." It's a phrase that my colleague, Jason Voss, CFA, likes to use, and it's a mantra we all should adopt. Said another way, it could be: "Follow your curiosity."

Weekend Reads for Financial Advisers: Smart Beta, Luck vs. Skill, and Behavioral Finance

Lauren Foster rounds up the best articles on investing, retirement, and ethics from the last couple weeks.

Do Stock Screens Really Work?

Because the reality is that there is no crystal ball that we can depend on to give a steady flow of investment ideas, the most common methodology that fundamental investors use today is the stock screen.

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