Leveraging AI to Identify and Predict Financial Crises
Artificial intelligence (AI) can improve our ability to identify and predict financial…
Social Norms Shape Investment Behavior. What Can Advisors Do About It?
As clients navigate complex markets and increasing uncertainty, financial advisors are rethinking…
Europe Rearms: What Defense Spending Means for Markets
Europe is rearming at an unprecedented pace — and the investment implications…
Book Review: Quantitative Risk and Portfolio Management: Theory and Practice
Quantitative Risk and Portfolio Management: Theory and Practice. 2024. Kenneth J. Winston.…
Why the New T+1 Settlement Cycle Matters: A Global Index Provider’s Perspective
The clearing and settlement of equity trades may not sound like the…
The Power of Clicks, Likes, and Shares: Promote the Right Kind of Financial Content
Financial influencers, aka finfluencers, have amassed an enormous following on social media,…
Sustainability Reporting: Navigating Assurance Practices
Sustainability metrics and disclosures have attracted significant attention globally. Yet, assurance practices…
Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions
Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes…
Big Funds, Small Gains: Rethinking the Endowment Playbook
Despite posting a 9.6% return in fiscal 2024, large US college and…
Financial Independence, Retire Early (FIRE) vs. Meaningful Retirement: Choose Wisely
As an investment professional, I know how easy it is to get…
