Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Ensemble Active Management: The Blueprint for Rescuing Active Management

Could EAM generate enough added alpha for active management to reclaim its edge over passive?

Book Review: Advances in Retirement Investing

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

ESG Research: Solving the Integration Challenges

US managers have been slower to board the ESG bandwagon relative to their European peers. How can they catch up?

Active Success: Investing Lessons from Odysseus

With his patience and preparation, Odysseus would have made a great investor.

Myths of Private Equity Performance: Part IV

PE results can neither be benchmarked reliably nor delivered consistently.

The Power of Comment Letters to Influence Regulation

One
of the most effective advocacy tools is to write comment letters on regulatory
proposals and then leverage those letters for blogs, conversations with
regulators, Hill staffers, and the media.

Comment
letters can shape the public debate… READ MORE ›

CFA Institute Reaffirms Position on Environmental, Social and Governance Integration

CFA Institute has published its most recent statement on its position concerning on environmental, social and governance (ESG) integration in the investment process. The previous statement was published in 2019 as CFA Institute continued to integrate… READ MORE ›

Gold $3,000?

What happened to the negative correlation between the price of gold and the US dollar?

“ESG, Motherhood, and Apple Pie”? Seven ESG Policy Questions

Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?