Investment Products and Asset Classes

What does the private equity secondary market look like these days? Antonella Puca, CFA, CIPM, interviews Brett Hickey of Star Mountain Capital for his take.

An analysis of portfolio concentration and a primer on cryptocurrencies are among the leading posts from Enterprising Investor last month.

Memes are simple ideas that sometimes take hold and change the world. Finance has undergone two major cycles of transformation under this principle over the last 100 years and a third cycle more recently. Christopher K. Merker, PhD, CFA, explains.

How do market reclassifications affect share prices?

The emergence of "Godzilla caps" has endangered many "well-diversified" portfolios, making concentration risk much greater than it appears, says James Stefurak, CFA.

As financial technology, cryptocurrencies have the capacity to fundamentally change the global economic landscape, writes Umed Saidov, CFA.

The introduction of the Skill Ratio by Daniel Blais, CFA; Brodie Gay's examination of how inflation is underreported; and an exploration by Ziad Abou Gergi, CFA, of the manager-selection process, are among the top posts from March.

Some researchers maintain that home equity conversion mortgages (HECMs) can improve retirees' income and financial well-being.

Have building-block offerings been consigned to oblivion, with their considerable legacy assets doomed to gradual decay?

Cheap exchange-traded funds (ETFs) and smart beta products are no substitutes for active management, says Ziad Abou Gergi, CFA. But the manager-selection industry needs to adapt to the changing environment and investors' price sensitivity.