Practical analysis for investment professionals

mutual funds


Top Five Articles from April: Active Equity, Robos, and ETFs

Jason Voss, CFA, and C. Thomas Howard share some insights on the demise of modern portfolio theory (MPT); Lauren Foster discusses the future of robo-advisers; and Tadas Viskanta advocates that we keep ETFs weird, in the top Enterprising Investor posts from April.

Keep ETFs Weird

The ETF has been at the forefront of three major investment phenomena over the past two decades, and as a result has had a positive effect on the investment world, says Tadas Viskanta. The beauty of the ETF industry is its embrace of new ideas and strategies. Tamping down on that would only serve to make the investment world a less interesting place. So let's "Keep ETFs Weird."

Top 10 Posts from 2016: How to Read Financial News, Active Investing

The end of the year is a good time to look back and take stock. What Enterprising Investor articles did readers find most compelling in 2016? The results are illuminating. Our top content runs the gamut from the granular — tightly focused, practice-oriented material on starting a firm and what to read to stay informed — to more "big picture" analysis on negative interest rates and the ongoing active vs. passive debate. Taken together, they reflect the currents at work in the investment management profession at both the system-wide and individualized levels.

Top Five Articles from October: Executive Presence and the Fintech Effect

An exploration of the potential fintech effect by Larry Cao, CFA; Julia VanDeren's examination of executive presence; Tadas Viskanta's analysis of market-related risks arising from global warming; and the latest installment in the Dumb Alpha series by Joachim Klement, CFA, were among the leading posts from Enterprising Investor in October.

Dumb Alpha: Don’t Just Do Something, Sit There!

Instead of being motivated by the rule “Don’t just sit there, do something,” investors might instead act based on the rule “Don’t just do something, sit there,” says Joachim Klement, CFA, in the latest edition of his Dumb Alpha series.

Is Active Management Dead? Not Even Close

Rumors of active management's demise are greatly exaggerated, AthenaInvest's C. Thomas Howard tells Jason Voss, CFA, and he has the evidence to make his case and the tools to help change active management for the better.

Over-Rated: Do Fund Asset Classifications Tell the Whole Liquidity Story?

Investors and advisers need to broaden and deepen their levels of analysis to get a better handle on liquidity risks. They may be drawn to the apparent certainty of putting funds into a small number of boxes, buckets, or categories, but this may prove to be a false comfort.

Why Good Mutual Fund Research Is Hard to Find

It is well past time to recognize the importance of mutual fund research, and to bring it into the modern era for better investor outcomes.

Is It Possible to Produce an Innovative Financial Product?

Achieving innovation in financial products is inseparably connected to meeting investor targets and investor needs. Therefore, without an understanding of investor needs, there can be no effective innovation.

Women in Investment Management: The Business Case for Diversity

If you work in the mutual fund industry, take a look around. How many women do you see? My guess: Not too many.



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