Practical analysis for investment professionals

Portfolio Management Techniques


Fixed Income: “Take What the Market Gives You”

"The thing about fixed income is avoiding the downside," says PGIM's Gregory Roberts. "We get penalized for losses and get very little for getting things right."

Mr. Market’s Split Personality: Can Sector-Driven Factors Help?

Can Joel Greenblatt’s well-known Magic Formula help address Mr. Market's split personality?

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 Impact of Single Stocks on Factor Returns

Using the Value factor as a case study, how do single stocks influence factor returns? And how do the FAANG stocks influence six common equity factors?

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.



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