Practical analysis for investment professionals

Regulations Standards and Ethics


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.

ESG Integration: Lessons from US Insurers

What are US insurers saying and doing around ESG?

The EU Artificial Intelligence Act and Financial Services

With the publication of the AI Act, the EU has boldly gone where no other regulator has gone before.

Drowning in the Private Equity Pool

What's most surprising about aggregated private market performance calculations? How deeply flawed they are.

Women and Money Making: What’s Your Business Model?

In celebration of International Women’s Day 2022, Barbara Stewart, CFA, shares how women in various countries and cultures think about business models.

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Spotlight on SPACs: More Risk Than Opportunity?

SPACs may be worth another look. A long, careful look.

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

Standard deviation fails to characterize risk in a way that matters to most investors.

Book Review: Undiversified

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



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