Practical analysis for investment professionals

Regulations Standards and Ethics


The Short, the Index, and the Private Markets

There is no valid benchmark for the unlisted private equity sector. That needs to change.

SPAC Fever: Clear and Present Danger?

How do special-purpose acquisition companies (SPACs) serve public investors?

Zero Emissions Vehicles: Making Sense of the Transition with SASB Standards

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.

COVID-19 and 17 May: Tax Day Considerations for Clients

Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?

Fraud and Deception Detection: Five Language Fingerprints

Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.

How Alpha Hides in GAAP Accounting: Return on Equity

You can find significant alpha in the mechanics that drive GAAP accounting.

Fraud and Deception Detection: Text-Based Analysis

Technology can give investment pros a huge advantage in evaluating the truthfulness of company communications.

The Price of Nature

To avoid a tragedy of the commons, we need to develop a formal method to price nature assets.

Jon Stein, CFA, on GameStop and the Market’s Trust Crisis

Betterment founder Jon Stein, CFA, shares his perspective on the GameStop fiasco.



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