Practical analysis for investment professionals

investment policy statement

Note to Advisers and Clients: Put Your Investment Plan in Writing

Investment Policy Statements, long a keystone of the institutional investment world, are increasingly catching on with individual investors and financial advisers.

Weekend Reads for Advisers: Love and Math, Luck versus Skill

The art of algorithmic war, GMO's latest quarterly letter, and why most back-tested performance histories are bunk.

How Not to Bungle a Trust: A Checklist for Investment Trustees

Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation.

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