Practical analysis for investment professionals

Regulations Standards and Ethics


Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?

Research Spending Post-MiFID II: Is COVID-19 the Straw that Broke the Camel’s Back?

The active equity strategies of European managers are at significant risk.

Gender Lens Investing: Where to from Here?

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

The New Depression: COVID-19 and Stocks’ “Rightful Owners”

Defined-contribution assets will be the epicenter for a coronavirus-driven upward redistribution of equity wealth.

Global Careers in Wealth Management: A Conversation with Marg Franklin, CFA

“The people who combine education with ethics and integrity will have the edge.”

The NMC Health Debacle: Four Red Flags?

Could the predictive models have anticipated NMC’s earnings manipulation and bankruptcy risk?

Not Everything That Counts Can Be Counted

There may be no formal approach to stakeholder value maximization, but we all practice it in our daily lives.

Accounting Matters: Standard Setters Weigh Goodwill Changes

The complexities of accounting for intangible assets and goodwill are not conducive to a quick fix.

Dispelling the Misperceptions: Three Ways ETFs Benefit Financial Markets

Lingering concerns that exchange-traded funds (ETFs) have injected new risks into the system are misplaced.



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