Factor Strategies Belong in Your Completion Portfolio Toolkit
The benefits of factor investing as stand-alone strategies are well documented. Less…
For the Analyst: Peer Benchmarking Methods to Improve Earnings Forecasts
Finding suitable peers for financial analysis is a vexing task that requires…
Building LLMs in the Open-Source Community: A Call to Action for Investment Professionals
ChatGPT and other natural language processing (NLP) chatbots have democratized access to…
Sustainability Reporting: Navigating Assurance Practices
Sustainability metrics and disclosures have attracted significant attention globally. Yet, assurance practices…
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,…
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…
Leveraging AI to Identify and Predict Financial Crises
Artificial intelligence (AI) can improve our ability to identify and predict financial…
Coiled Tight: Smaller Companies Are Primed for Outperformance
In his keynote speech at the Ben Graham Centre’s 2024 Value Investing…
Investment Returns Are NOT Random
There is notable disagreement among academics about how investment time horizon should…
Generational Wealth: Does the Apple Fall Far From the Tree?
Will the son of a billionaire perpetuate his inherited wealth? Apparently not,…
