The wealth management landscape is undergoing a seismic shift as single- and multi-family offices grow in scale, sophistication, and influence.…
Browsing: Fund News
Global public debt exploded during the pandemic. The unprecedented rounds of fiscal stimulus — intended to mitigate the impact on…
What happens when quantum computers become reality? One of my favorite moments at a cryptocurrency seminar last year was when…
How Novelty and Narratives Drive the Stock Market: Black Swans, Animal Spirits and Scapegoats. 2021. Nicholas Mangee. Cambridge University Press.…
Adapted by Lisa M. Laird, CFA, from “Communicating Clearly about Investment Objectives and Risks” by Karyn Williams, PhD, and Harvey…
“Defining a style and matching strategies to it provides an important step forward in making sure individuals and their retirement…
Better than Alpha: Three Steps to Capturing Excess Returns in a Changing World. 2021. Christopher M. Schelling. McGraw Hill. Better…
Most large active fund managers today have both fundamental and quantitative investment teams. Historically, these two groups have sat in…
In finance, as in all walks of life, people tend to see their environment as predictable. With experience, investment professionals…
Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever. 2021. Robin Wigglesworth. Portfolio.…