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Living with Risk: The COVID-19 Iceberg

Utilitarian calculus is not the right lens through which to view the COVID-19 dilemma. It is the only lens.

Don’t Overlook Accounting Comparability

Low accounting comparability can be costly for both firms and managers.

Why You Should Be a Goals-Based Investor

What if our traditional models of choice are not measuring people’s true objectives?

Book Review: Achieving Investment Excellence

Achieving Investment Excellence is a comprehensive guide to the roles and responsibilities for trustees and board members.

Second Quarter 2020 Amid COVID-19: Investor and Audit Committee Considerations

A plethora of non-GAAP and alternative performance measures will arise throughout 2020 to explain the effects of the COVID-19 pandemic. Investors need to critically evaluate the nature of the adjustments, what the resulting measure is meant to communicate, why the new or revised measure is being presented by management, and why the measure is a better or more meaningful measure. This information should be used as a jumping-off point for a conversation with management.

Negative Interest Rates: Accentuate the Positive

Negative interest rates may offer an opportunity, says Eric Lonergan.

Like capitalism, but worse.

The question Benjamin Braun poses himself is this: How does index fund dominance change the political economy of corporate governance? Our question: Is it time to address this more deeply?

AI and Big Data: Can They Guide Investors through the Pandemic?

The global pandemic is a rare opportunity to gauge how well AI and big data applications in investing have performed.

Unlimited and Unchecked Stimulus: Are We Killing Capitalism?

Government must show courage and planning now to ensure that the stimulus lands where it is needed, that accountability is guaranteed, and that our experiment with whatever-it-takes intervention into free markets ends.

Why Bother with Consultation Papers?

By giving our feedback, we can stand up for and speak out on three core advocacy principles.