Practical analysis for investment professionals

Performance Measurement & Evaluation


Are Cheaper Funds Really Better Bets?

Investors should be agnostic to absolute fees, and instead rank investment options on their value added net of costs.

The End of Accounting? Sustaining Financial Reporting

The explanatory power of the financial information reported to investors for market valuation has plummeted in recent decades.

The Truthiness of ESG Criticism

Two critiques of environmental, social, and governance (ESG) investing have a truthiness quality to them.

Assessing Mutual Fund Company Performance

Market share change is the indicator to watch when it comes to mutual fund company business performance.

Myths of Private Equity Performance: Part I

"In private markets, no one can figure out your true performance."

Don’t Overlook Accounting Comparability

Low accounting comparability can be costly for both firms and managers.

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.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close