Practical analysis for investment professionals

Investment Management Strategies


ESG Matters: Global Trends and Transitions

How are women growing in importance in the investment ecosystem? How are firms approaching the sustainability journey?

Bernoulli’s Prisoner’s Dilemma: A Goals-Based Perspective

Can goals-based portfolio theory bridge normative and descriptive investment theories?

Fraud and Deception Detection: Text-Based Analysis

Technology can give investment pros a huge advantage in evaluating the truthfulness of company communications.

Ensemble Active Management: The Blueprint for Rescuing Active Management

Could EAM generate enough added alpha for active management to reclaim its edge over passive?

Book Review: Advances in Retirement Investing

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

ESG Research: Solving the Integration Challenges

US managers have been slower to board the ESG bandwagon relative to their European peers. How can they catch up?

Active Success: Investing Lessons from Odysseus

With his patience and preparation, Odysseus would have made a great investor.

“ESG, Motherhood, and Apple Pie”? Seven ESG Policy Questions

Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?

Dollar-Cost Averaging (DCA): A Reappraisal

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.

Top 10 Posts from 2020: COVID-19, The Silent Depression, Damodaran

What Enterprising Investor articles most resonated with readers in 2020?



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