Practical analysis for investment professionals

Investment Management Strategies


Managing Regret Risk: The Role of Asset Allocation

Regret risk is a quantifiable phenomenon. The answer for some clients may be equally weighted portfolios.

From the Archives: Daniel Kahneman on Better Decision Making

Daniel Kahneman shared four simple strategies for better decision making in finance and in life.

The Evolving International Cannabis Landscape

If you are entering the world of cannabis investment, look beyond the U.S. for growth and opportunities.

Climate Transition Risk in European Equity Markets

How can investors assess climate transition risk in their portfolios?

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.

Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

Revolution and Risk: How to Pilot the AI Revolution

Previous market bubbles provide valuable lessons as we navigate the artificial intelligence revolution. They emphasize the need for a clear-sighted, cautious approach.

Climate Change Calculus: HNWIs and Sustainable Impact Investing

HNWIs understand that there is no backup planet to invest in or build on, and their capital allocations are beginning to align with that sentiment.

Venture Capital: Lessons from the Dot-Com Days

Start-up valuations have yet to fully reflect the market's ongoing downdraft. The correction could prove as protracted as that of the dot-com crash. 

2024 US Wealth Management Outlook: In with Alternatives?

The instability and uncertainty of recent years demonstrate how vital it is to look beyond traditional securities and embrace a flexible mindset.



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