Do ESG Funds Have Higher ESG Scores?
uttu What do investors look for when they buy environmental, social, and governance (ESG) equity index funds? In principle,…
Investment
The Nuts and Bolts of Private Commercial Real Estate (CRE) Investing
A CRE Investing Primer Real estate investing means different things to different people. It can be shorthand for…
Rethinking Retirement Planning Outcome Metrics
The following is based on “Redefining the Optimal Retirement Income Strategy,” from the Financial Analysts Journal. Retirement, like…
Is the 60/40 Portfolio Still Relevant?
How have different portfolio allocations performed throughout the world? Amid recent market turbulence, the worst year ever for…
Book Review: A History of Financial Technology and Regulation
A History of Financial Technology and Regulation: From American Incorporation to Cryptocurrency and Crowdfunding. 2022. Seth C. Oranburg.…
Do the Best Equity Fund Managers Follow the Bond Market?
There is an old adage on Wall Street: To succeed as an equity fund manager, follow interest rates…
Partnering for Impact: Institutional Investors and the Net-Zero Transition
Brian Minns, CFA, will speak at the Climate Risk and Returns Conference from CFA Institute, held 20–21 April…
ChatGPT: Copilot Today, Autopilot Tomorrow?
For more on artificial intelligence (AI) applications in investment management, read The Handbook of Artificial Intelligence and Big…
Book Review: The Little Book of Picking Top Stocks
The Little Book of Picking Top Stocks: How to Spot the Hidden Gems. 2023. Martin S. Fridson, CFA.…
The 10 Greatest US Investors and the Virtues That Made Them
“There can be few fields of human endeavor in which history counts for so little as in the…