The Rise of the Machines in Investment Management
Technology advances pose a threat to traditional investment managers, but successful firms will combine human judgment and creativity with computers’ analytical power.
A Tool to Hedge Against the Next Market Downturn
MPT didn’t benefit client portfolios during the financial crisis, but using a single inverse fund can reduce the risks of market volatility.
Harvard Does a Trade You Should Never Make
It looks like Harvard Management Co. may have sacrificed billions of dollars in investment returns by hiring less-capable asset managers.
Can Public Equity Investing Have Impact?
To have impact, we must recognize that equity investing can actually involve companies not found within traditional benchmarks.
SEC Actions on Private Equity Fees Show Agency's Enforcement Aim
In limited partnership or subscription agreements, Form ADVs or elsewhere, the SEC scrutinizes differences between what managers say they'd do and what they actually did.
Fed Meeting Shouldn't Obscure BOJ's Big Moment
The most informative policy decision this week could take place in Tokyo, which may signal what lies ahead for other central banks.
Markets and Pundits Have a Data-Point Fixation
People often seem to overlook the weaknesses in data. I see this often in the financial community, and among presidential poll watchers.
Elizabeth Warren Has Five More Bad Ideas
Some of Warren's ideas could have consequences counter to what she says her goals are: helping workers, raising incomes and ensuring the system is fair.
This Market Selloff May Be Different
The generalized move down in stocks is sparking an interesting discussion about how investors should respond.
If You Can Commoditize Asset Management, Will Advisors Be Next?
Scott MacKillop's First Ascent's fee structure could be a game-changer for TAMPs. Can it apply to advisor fees as well?