Family offices have evolved significantly from their origins as closely held structures for wealth management. Today,…
Category: Investing
Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management
In today’s investment landscape, the debate between active and passive management often misses a critical point:…
Beyond the Fed Model: Dissecting Equity Valuation Trends
With equity markets hitting record highs and the Fed Model signaling historically low valuation spreads, investors…
What Lies Beneath a Buyout: The Complex Mechanics of Private Equity Deals
Private equity (PE) buyouts are intricate financial maneuvers, often shrouded in complexity. By utilizing tiered acquisition…
The Discounted Cash Flow Dilemma: A Tool for Theorists or Practitioners?
If your foresight is strong enough to build a reliable Discounted Cash Flow (DCF) model, you…
A Guide for Investment Analysts: The Prehistory of the US Markets
Before the Civil War, the US financial markets operated in a world far removed from today’s…
Balancing Innovation and Trust: Jason Hsu on Technology and the Future of the Investment Industry
I recently sat down with Jason Hsu, founder of Rayliant Global Advisors and chief economist of…
Using ChatGPT to Generate NLP-Driven Investment Strategies
The financial world thrives on timely insights, accurate analysis, and forward-looking strategies. Over the years, natural…
Aging Populations Demand Urgent Pension Reforms: Are We Prepared?
The world is aging at a much faster rate than we previously anticipated, even 10 years…
Tricks of the Private Equity Trade, Part 1: Value Drivers
Investors’ faith in the genius of private equity (PE) fund managers has reached ever greater heights…
Does Synthetic Intelligence Steal Human Jobs?
The Four Job Categories When it comes to artificial intelligence (AI), many anticipate a rosy future…
Eight Causes Why Africa Is Primed for Impression Investing
“You cannot be an impact investor without considering emerging markets. Investing in Africa presents both financial…
Guide Evaluate: Demographics Unravelled | CFA Institute Enterprising Investor
Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance and Policy. 2021. Amlan…
Can Machine Studying Assist Predict the Subsequent Monetary Disaster?
What do we mean by financial crisis? What are some of the classical methods that predict…
Sturdy or Volcker? The Fed and International Monetary Stability
Mark J. Higgins, CFA, CFP, and Raphael Palone, CFA, CFP, will be presenting at the Planejar…
Tips of the Non-public Fairness Commerce, Half 2: Leverage
The essence of maximizing the internal rate of return (IRR) lies in the total amount of…
Valuing Digital Belongings with TradFi Instruments: Three Strategies
Introduction Digital assets form a new and distinct asset class that despite considerable volatility is rapidly…
Sector and Issue Efficiency in Wartime
Introduction Before 2020, the threat of a global pandemic shutting down the world economy was not…
Asset House owners “COP” In on Local weather Change
The UN Framework on Climate Change (UNFCC) is set to convene the 27th annual Conference of…
Bonds and Fastened Earnings: The place’s the Hedge?
It is no secret that 2022 has been a rough year for pretty much all asset…
Conservatism: De-Risking the Profitability Issue
Profitability metrics are often the main focus in the search for high-quality stocks. But Profitability is…
How Targets-Based mostly Portfolio Principle Got here to Be
The following is excerpted from Goals-Based Portfolio Theory by Franklin J. Parker, CFA, published this year…