Practical analysis for investment professionals

Investment Products and Asset Classes


Smart Beta: Broken by Design?

Smart beta has an especially strong reality distortion field, says Nicolas Rabener.

Diversification: High Dispersion Beats Low Correlation

When advisers talk about diversification their go-to variable is correlation. That's a mistake.

Book Review: Your Complete Guide to a Successful and Secure Retirement

The latest book from Larry Swedroe and Kevin Grogan, CFA, focuses on retirement planning. The inclusion of “complete” in the title is appropriate.

Continual Learning: Will AI Give Gray Hair a Pay Cut?

There simply is no substitute for experience in the investment business. Right? Well, perhaps not anymore.

ESG Investing: Too Good to Be True?

The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.

Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

The Future of Hedge Funds: Trends to Watch

What do the next five years hold for hedge funds? Amy Bensted shares the results of recent research.

Unlisted Infrastructure: Essential Assets?

In world hungry for yield, what role can infrastructure play? Paul Kovarsky, CFA, spoke with Alina Osorio, CFA, of Fiera Infrastructure for her take.

Private Equity: The Emperor Has No Clothes

Liquid alternatives to private equity can be created simply by buying small, cheap, and levered stocks, Nicolas Rabener writes.



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