Practical analysis for investment professionals

Regulations Standards and Ethics


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.

Countering Coronavirus through Inclusive Culture

How have diversity and inclusion efforts at investment organizations held up amid the COVID-19 crisis?

Book Review: How Money Became Dangerous

How Money Became Dangerous is an insightful account of a key period in the development of finance.

Still Learning to Fish: Three Years On

I held my first book in my hands in the spring of 2016. However improbable it was for me to write one, there it was.



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