Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Investment Firm Culture Change: Five Keys to Success

Firms with strong and healthy cultures share certain essential factors.

Three Ways Asset Managers Can Embrace Responsible Product Innovation

How can asset managers embed responsible innovation into their products?

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

CFO Article on Buffett Garners Comment from Prominent Investor. We Argue Mr. Graham’s View is Minority Among Investment Professionals

Our outreach and investor engagement tells us this accounting – a position we have had for over thirty years – is preferred by investors as it more prominently and transparently displays investment market risks. If an investor does not prefer this accounting, they can easily adjust to remove these unrealized gains or losses – having been fully informed by this more prominent presentation.

Indian MCA Proposes Audit Reform to Improve Quality

In a market like India, where corporate governance concerns are top of mind for investors, the role of auditors in providing assurance to investors is critical.

Lessons for India from LIBOR Transition

The London Interbank Offered Rate (LIBOR) transition is a landmark event, and most discussions in India have focussed on the impact. The lessons the LIBOR transition holds for Indian benchmark reforms are more interesting.

Virus Fallout: Survey points to large-scale bankruptcies and growth of asset mispricing risks

Based on a global survey conducted in April, the report details CFA® charterholders’ observations on a wide range of issues. This article focuses on five key themes: market liquidity, asset price formation, government intervention, impact on the financial services industry, and risk of misconduct.

How to Read Financial News: Home Country, Confirmation, and Racial Bias

We all have biases and blind spots, and it helps to listen to people who see things differently.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

A Guide to Donor-Advised Funds: Five Factors

What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?