Practical analysis for investment professionals

Investment Industry


The Art and Science of DC Plan Investment Design

Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.

A Case for Broadening Retail Access to Private Markets

Retail investors may achieve more stable and diversified portfolios with allocations to private markets.

EAM: How and Why AI-Powered Active Management Will Dominate Passive

For active management to acquire sufficient alpha to eclipse passive, a paradigm shift driven by new technologies and new methods is required. That's where Ensemble Active Management (EAM) comes in.

ESG Investing and the Popularity Asset Pricing Model (PAPM)

When it comes to ESG investing, we have to agree that we don’t all agree. 

Monte Carlo Simulations: Forecasting Folly?

Forecasts in the form of Monte Carlo simulations are not the best way to anticipate a client's future portfolio returns.

Research and Policy Center Three Most Popular Articles of 2023: Data and Technology

Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.

Let’s Talk Blockchain, Not “Crypto”

Disregard all the hype around crypto in general and bitcoin in particular. Blockchain represents the real opportunity that investors should be talking about.

ChatGPT and Large Language Models: Their Risks and Limitations

Inaccessible data and the limits of computing power are only two of the obstacles holding LLMs back.

Portfolio Confidential: Five Common Client Concerns

What are the five most common client concerns and how can we address them?

ChatGPT and Large Language Models: Syntax and Semantics

Today, ChatGPT and large language models (LLMs) more generally represent the next evolution in AI/ML technology. And that comes with a number of implications.



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