Monthly Archives: May 2024

[ad_1] Trust, in some form, is at the center of all financial transactions, and technology can enable and enhance that trust. How do we know? Because 50% of retail investors and 87% of institutional investors say greater use of technology in financial services has increased trust in their adviser/manager. That’s […]

[ad_1] Will the son of a billionaire perpetuate his inherited wealth? Apparently not, if history is any guide. In fact, there is strong evidence that most “rich families” will be poorer after several generations. Some of the reasons for this are systemic. Taxes, for example, chip away at a family’s […]

[ad_1] Investment performance is assessed on a risk-adjusted basis. But with financial markets growing ever more competitive, private capital fund managers have developed tools to reduce risk while protecting or even boosting their returns. These tools are aligned across two parameters: controls and economics. So, how do the control mechanisms […]

[ad_1] The stock markets over the last two years have been variously nerve-racking and exhilarating depending on who you ask and when. But for behavioral finance aficionados, the COVID-19-era equity markets have offered a rare opportunity to witness an almost never-ending sequence of behavioral biases in action. Indeed, we can […]

[ad_1] Asset Allocation: From Theory to Practice and Beyond, Second Edition. 2021. William Kinlaw, CFA, Mark Kritzman, CFA, and David Turkington, CFA. Wiley. To build a robust investment process, asset allocators must address a long list of issues, including: which assets to choose, how to forecast risk and return, and […]