Practical analysis for investment professionals

Portfolio Management Techniques


Effective ESG Investing: An Interview with Andrew Parry

"Integrating ESG certainly does not harm and, in fact, is additive to value generation," says Andrew Parry of Hermes Investment Management.

Book Review: Keeping Your Dividend Edge

In Keeping Your Dividend Edge, Todd Wenning, CFA, describes the new market environment that necessitates a revised approach for selecting and monitoring dividend-paying stocks.

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

Artificial Intelligence-Driven Investing: High Alpha behind the Buzz

Artificial intelligence (AI) may be among the latest buzzwords in finance, but applying it to investment decision making will disrupt the industry and benefit those investors who harness its power, says Dan Philps, CFA.

Three Investing Lessons from My Mom

Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Dougal Williams, CFA, shares some valuable investing advice from an unlikely source.

Increasing Client Withdrawal Rates in Retirement

For retirees, success means, in part, not outliving their money. Two recent studies shed insight on how advisers can help clients accomplish that, Isaac Presley, CFA, reports.

Book Review: The End of Theory

The End of Theory by Richard Bookstaber is relevant to anyone working in the financial industry.

Robo Advice: Are ETFs the Solution?

Much of the financial management industry has concluded that exchange-traded funds (ETFs) are the future of robo advice, says Dan Tammas-Hastings, CFA. That is naive.

How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant. 

Autonomous Learning Investment Strategies (ALIS): What a Long Strange Trip It’s Been

“ALIS” stands for  “autonomous learning investment strategies.” The ALIS wave is driven by smaller funds that leverage recent advances in artificial intelligence (AI) and machine learning, the explosion in data availability, and inexpensive cloud computing to generate alpha at a fraction of the cost of traditional managers.  



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