Practical analysis for investment professionals

Investment Industry


Building an Inclusive Work Culture

What does a culture of inclusion look like?

Taking Investment Teams from Good to Great

Good enough is no longer an option for active investment management firms.

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Blockchain: A Progress Report

Critics of blockchain technology claim that it is too slow for financial transactions and that its consensus mechanism uses too much energy. In this interview, Carl Wegner of the blockchain technology developer R3 paints a more encouraging picture.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

Tax-Loss Harvesting: Should Investors Believe the Hype?

There is no shortage of hypothetical performance claims that suggest tax-loss harvesting strategies will significantly boost an investor’s after-tax returns.

Global Third-Party Research: An Industry in Crisis?

As research coverage stagnates globally, Europe sees a MiFID II blip.

What Can Fintech Accelerators Teach Financial Advisers?

Accelerator programs are fertile ground for advisers and investment professionals and can furnish the financial services industry with new ways to compete and evolve its business models.

The ETF at 25: Still Scratching the Surface, Says SPDR’s Jim Ross

Exchange-traded fund (ETF) pioneer Jim Ross talks with Paul Kovarsky, CFA, about how ETFs have evolved over the past 25 years and where he anticipates them heading in the years ahead.

Screams from a Burning Theater: Jeremy Gold on the Retirement Crisis

“Where are the screaming actuaries yelling in these burning theaters?” Jeremy Gold once asked. Gold passed away earlier this month, leading Heidi Raubenheimer, PhD, CFA, to recall his words and reflect on the state of the retirement crisis.



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