Practical analysis for investment professionals

investment decision making


Ambiguity Tolerance Beats Artificial Intelligence

What can artificial intelligence (AI) do for the investment management industry? What can't it do? Markus Schuller provides his insights.

Beyond Modern Portfolio Theory: Liability-Driven Investment Strategies

The portfolio construction techniques popularized by modern portfolio theory (MPT) are not always practical, writes Dan Tammas-Hastings, CFA. That's why liability-driven investment (LDI) strategies are generating increased attention.

Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 rules for equity valuations and setting price targets at the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey provides a synopsis.

Three Tips for Evidence-Based Retirement Plans

Isaac Presley, CFA, has a few suggestions to put a little evidence-based thinking into your clients' retirement plans.

The Palm Oil Industry: Visualized through Big Data

Palm oil is an inexpensive and highly versatile vegetable oil derived from the fruit of the oil palm tree. And with annual sales of around $50 billion, palm oil is also a big business, albeit one with oversized risks. Gabriel Thoumi, CFA, FRM, and Kalev Leetaru use data visualizations to better understand the sector's interconnections.

Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.

Is Fund Research Capitalism’s Weakest Link?

The future of capitalism depends on how well we invest, says Hansi Mehrotra, CFA.

Weekend Reads for Investors: On the Road Edition

Risk intelligence, the importance of meditation for investment pros, and dynamical dark energy are just some of the topics covered in this week's Weekend Reads for Investors, curated by Jason Voss, CFA.

The Wrong Debate: Four Lessons from the Insurance Industry

The asset management industry is at an inflection point. Learning clients’ goals, considering the whole picture, understanding their risk profiles, and using their unique objectives to create custom benchmarks are far better uses of time than debating the merits of active vs. passive investing, quarterly returns, or any of the other issues that are secondary to helping secure a brighter future for our clients.

Is Investment Expense a Proxy for Good Governance?

Americans are a cost-conscious lot. We all like a good deal. And that's become especially clear when it comes to investing. In almost every governance survey of asset owners, investment expenses have emerged as one of the top three concerns.



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