Practical analysis for investment professionals

Regulations Standards and Ethics


The Art and Science of DC Plan Investment Design

Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.

A Case for Broadening Retail Access to Private Markets

Retail investors may achieve more stable and diversified portfolios with allocations to private markets.

Revolution and Risk: How to Pilot the AI Revolution

Previous market bubbles provide valuable lessons as we navigate the artificial intelligence revolution. They emphasize the need for a clear-sighted, cautious approach.

Investing in U.S. Financial History: Three Principles, Three Excerpts

The "Paradox of Speculation" -- how securities speculation drives both pain and progress -- is among the key lessons of financial history.

AI’s Carbon Footprint: Balancing Innovation with Sustainability

The future of artificial intelligence (AI) should not just be smart, it must also be sustainable.

Mike Tang, CFA, CPA, on Spin-Off Listings in Hong Kong SAR

What's the appeal of spin-offs in general and in Mainland China and Hong Kong SAR, in particular? KPMG partner Mike Tang, CFA, CPA, shares his insights.

Plan Sponsor Priorities for 2024: A Seven-Item Checklist

What topics in particular should defined contribution (DC) plan sponsors keep front of mind this year?

The Unspoken Conflict of Interest at the Heart of Investment Consulting

While investment consultants may claim their advice is conflict-free — and their clients may believe them — it is often heavily biased by the investment consultants' own self-interest.

Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession

The Future State of the Investment Industry report draws the most clicks in 2023.

The FX Swap Market: Growing in the Shadows

The foreign exchange (FX) swap market ought to be both transparent and well regulated. It is neither.



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