Practical analysis for investment professionals

Investment Products and Asset Classes


10 Rules for Marketing Alternative Funds

Unforced errors in their advertising can undermine the credibility alternative asset managers work so hard to build. These 10 guidelines can help prevent such mistakes.

Chasing Mutual Fund Performance: Follow the Momentum?

How does mutual fund momentum chasing play out in the US market?

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Blockchain: A Progress Report

Critics of blockchain technology claim that it is too slow for financial transactions and that its consensus mechanism uses too much energy. In this interview, Carl Wegner of the blockchain technology developer R3 paints a more encouraging picture.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

The ETF at 25: Still Scratching the Surface, Says SPDR’s Jim Ross

Exchange-traded fund (ETF) pioneer Jim Ross talks with Paul Kovarsky, CFA, about how ETFs have evolved over the past 25 years and where he anticipates them heading in the years ahead.

Private Equity Funds: Leverage and Performance Evaluation

Leverage is pervasive in today’s private equity markets. Antonella Puca, CFA, CIPM, CPA, explores how private equity funds apply it and how investors should approach it.

Will Bitcoin Make It?

Portfolio managers and advisers who have accepted bitcoin and cryptocurrencies on a conceptual level must wrestle with practical questions for their flesh-and-blood clients, says Ron Rimkus, CFA.

The Media Challenge for Cryptoasset Investors

At the core of the cryptocurrency craze is the fear of missing out (FOMO).

13 Charts: High Yield Today

The standard joke about high-yield bonds is that they're not high yield any longer. Let's replace it with something better.



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