Practical analysis for investment professionals

Regulations Standards and Ethics


A Natural Capital Approach to Sustainable Investing: A Tribute to Pitta

The pitta bird is a rare sight in tropical forests, even to the trained eyes of birdwatchers. Yet there she was, perched on the window of my condo, in a busy metropolis.

Pensions, Crypto, and Trust: Digital Assets and Retirement Funds

Many pension funds are exploring allocations to cryptoassets. What does that mean for the future of trust in the financial services industry?

Book Review: The Revolution That Wasn’t

Spencer Jakab argues that Wall Street, not the everyday retail investor, won the meme stock revolution.

DC 2.0: Three Paths to More Equitable Retirement Programs

How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?

The Financial Adviser Value Proposition: The Five Components

What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?

The Private Capital Wealth Equation, Part 2: The Economics Variable

The performance of alternative asset managers is encapsulated in the formula: Wealth = Controls + Economics. Here, we outline the economics component of the equation.

Nuclear Conflict: Why We Must Consider the Risks

In the wake of Russia’s attack on Ukraine, the risks of nuclear conflict have become clearer both inside and outside the world of finance.

The Private Capital Wealth Equation, Part 1: The Controls Variable

Private capital fund managers have developed tools to reduce risk while protecting or even boosting their returns.

How Technology Enhances Investor Trust

Trust, in some form, is at the center of all financial transactions, and technology can enable and enhance that trust.



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