Practical analysis for investment professionals

Portfolio Management Techniques


Morgan Housel on Greed and Fear, Frugality and Paranoia

“Investing is not the study of finance,” Morgan Housel says. “Investing is the study of how people behave with money.”

Aging and Equities: Selling Stocks for the Long Term

As the population ages, who will be left to buy stocks?

Why You Should Be a Goals-Based Investor

What if our traditional models of choice are not measuring people’s true objectives?

ESG at a Tipping Point

ESG's growing prominence requires that investors expand their toolkits.

Public Pension Funds: Cost Matters with Closet Indexers

What impact does cost have on public pension fund performance?

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?



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