From the analysis of an individual security to the behavior of the market and the functioning of asset management firms, anticipatory risk management is essential to good long-term performance.
A trip to the theater leads to some thoughts about the incomplete picture that we get from our own limited perspective.
The conditions are in place for some big changes in the investment industry environment over the next few years. Will you be ready?
The cash flows moving from manager to manager and strategy to strategy get plenty of attention, but some important aspects of those flows are easily overlooked.
What kinds of people will investment organizations need to succeed in the future? How will they need to work together?
In an unexpected development, the beliefs and techniques that were ridiculed after the financial crisis are more in vogue today. Some musings about that.
Our investing decisions are made on top of a framework of asset definitions, which grow out of date over time. They should be kept fresh (and communicated well).
Another buzzword has entered the industry lexicon, but while it's thrown around to impress, what's really there?
There are two main approaches to investing, one in which machines make the decisions (based upon a set of rules) and one which is driven directly by human choices. Some thoughts on that divide.
Mutual fund governance is hampered by the lack of independent information for fund directors. Here's a simple proposal to close the gap.
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