Practical analysis for investment professionals

portfolio management


Sustainability Reporting: Navigating Assurance Practices

Don't be lulled into a false sense of security by the word "assurance" when evaluating sustainability reports. Assurance practices vary, and investors would be wise to learn more about the different levels of coverage.

Investment Returns Are NOT Random

Are investment returns random across time as Burton Malkiel suggests in his book, A Random Walk Down Wall Street? There is notable disagreement on this topic. This research finds that practitioners may need to rethink their portfolio optimization routines.

Book Review: The Ownership Dividend

Daniel Peris's new book advises investors that the tide is about to turn: favor dividends over share growth alone.

Actively Managed Credit Strategies Can Meet Impact Goals, Alpha Targets

Profitability and sustainability are not mutually exclusive in active credit strategies.

Book Review: Undiversified

The book is highly useful not only to women but also to other groups that are underrepresented in investment management.

Institutional Portfolio Benchmarks: Slow Rabbits?

When it comes to their benchmarking practices, US public pension funds need to find faster rabbits to chase.

Sunny Saturday and the Risks Are Rising

Remember to focus on what might go wrong in the future instead of what has gone right in the past.

Diversity and Inclusion: Driving Change in Investment Management

The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.

Top 10 Steven Eisman Quotes from Hong Kong

“I don’t see any financial crisis in the near future," Steven Eisman told delegates at the 71st CFA Institute Annual Conference.

Portfolio Managers, Artificial Intelligence Is Coming for Your Jobs

Artificial intelligence (AI) is coming to the investment world. Given AI's superior computing power and lack of behavioral biases, some in the investment industry and academic circles believe it will come to dominate the sector.



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