Practical analysis for investment professionals

Regulations Standards and Ethics


East African Capital Markets: Three Lessons

A speaker's tour in East Africa gave Markus Schuller a compelling window into how four rising economies are working to find a place for their nascent finance sectors in global capital markets.

Responsible Innovation: How Can European Asset Managers Lead?

How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.

Socially Responsible Investing (SRI): The Insiders’ Take

Leaders in socially responsible investing (SRI) shared their in-the-trenches perspective on this evolving space.

Women and Finance: The 2019 Rich Thinking Quantitative Survey Findings

If it was ever true that women were excessively fearful about risk, it’s not true anymore.

Book Review: The Ethical Investor’s Handbook

That investing responsibly is complicated does not imply that investors should abandon the effort, in Morten Strange’s view.

Gender Lens Investing: A Sector Analysis

What does the AUM-weighted sector distribution of gender lens equity funds look like?

Letters to Tony: What Is a Fair Fee for Financial Advice?

Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.

Private Real Estate Fund Categories: A Risk/Return Assessment

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

The Upright Project and the Quest for Net Impact

In the era of environmental, social, and governance (ESG) integration and sustainable investing, how good are we at measuring impact?



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