Practical analysis for investment professionals

Investment Management Strategies


Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.

Public Pensions: Investing for the 22nd Century

Antonio Rodriguez, CFA, CIPM, director of investment strategy for the New York City Board of Education Retirement System (BERS), speaks to Paul Kovarsky, CFA, about the challenges public pension trustees face in the United States and how they can better inform one another's efforts.

Liquid Alternatives: Alternative Enough?

How do liquid alternatives perform from a risk-and-return perspective in the context of an equity portfolio?

Who Cares (About ESG) Wins: Asset Owners Step Up

If there were any doubt as to ESG's efficacy in portfolio management, recent efforts by some of the world's largest asset owners may finally put the question to rest.

Chasing Mutual Fund Performance: Follow the Momentum?

How does mutual fund momentum chasing play out in the US market?

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.

Rethinking the 4.5% Rule

Is the standard for calculating a retirement portfolio's maximum withdrawal rate all wrong?

Investing in a Geopolitical Age

"Be mindful that the rumor of globalization’s demise is greatly exaggerated," says Taimur Hyat, PhD, of PGIM.

How Crowded Are Tech Stocks?

The recent sell-off in technology, especially among FAANG stocks, led to renewed comparisons of the tech sector today to that of the dot-com bubble era. But that might be a stretch, says Nicolas Rabener.

Watch the Leverage!

“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar.



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