Practical analysis for investment professionals

Portfolio Management Techniques


Redefining Fixed Income

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control.

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

If an Investment Strategy Looks Too Good to Be True, Look under the Hood

How could a portfolio invested 51% in the S&P 500 Index yield the same returns as one that's 100% invested?

Gender Lens Investing: A Sector Analysis

What does the AUM-weighted sector distribution of gender lens equity funds look like?

Just a Little Higher? Antti Ilmanen on the Low-Return Challenge

How can investors adapt to a low-for-long rate environment? Antti Ilmanen proposed several potential strategies.

How to Read Financial News Redux: The Complete Series

How should you approach financial news? Robert J. Martorana, CFA, shares his advice.

The Bezzle and the Central Banks

In today's bull market, the bezzle, or "inventory of undiscovered embezzlements," isn't stocked with Ponzi schemes and the like. Rather it is built on the notion that risky assets have become practically risk-free.

Emotions and Decision Making: Five Steps to Improve Your Process

The best defense against bad decisions is to fire up our System 2 thinking.

Geopolitical Risk in Portfolio Management

What role should geopolitical risk discussions play in portfolio decisions?



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