Tax season in the United States shouldn’t be confined to March and April alone. Our clients’ taxes and the tax-savings…
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Earlier this year, the head of the US Department of Justice’s anti-trust unit vowed to crack down on the buyout…
Introduction Alternative investments accounted for $13 trillion in assets under management (AUM) in 2021, nearly twice what it was 2015.…
Today’s spiking inflation, rising interest rates, and billion-dollar investment frauds are good reminders that a clear understanding of the past…
Artificial intelligence (AI)-based strategies are being increasingly applied in investing and portfolio management. Their contexts, utility, and results vary widely,…
This article is adapted from a version originally published in the fall issue of The Journal of Performance Measurement®. Overview Investment…
“At some point in the growth of a boom all aspects of property ownership become irrelevant except the prospect of…
Passive environmental, social, and governance (ESG) investing has become increasingly active. It’s time for a rethink. Assets have poured into…
1. Fama and French: The Five-Factor Model Revisited How well has Eugene F. Fama and Kenneth R. French’s five-factor model…
Is there a trade-off between diversity and investment performance? It’s a common question with a definitive answer: No That’s my…