Managers

Asset managers have to define what they mean by responsibility and align their products with that definition. And they need to invest in data, technology, and people in order to…

Responsible innovation can mean different things to different people. Whatever its final definition, its two integral concepts — innovation and responsibility — need further explanation. Innovation means change. What does…

Machine Learning for Asset Managers. 2020. Marcos M. López de Prado. Cambridge University Press (Cambridge Elements in Quantitative Finance Series). Some asset managers view machine learning (ML) as a breakthrough…

How does an organization attract and engage its various stakeholders? An inspiring purpose articulated in a mission statement may be one of the most effective methods. The author Simon Sinek…

Gender lens equity investing developed from a substantive body of research demonstrating the financial, risk management, decision-making, and other corporate benefits of higher levels of women in leadership (WIL). In…

The number of environmental, social, and governance (ESG) benchmarks and indexes demanded by the asset management community has grown at an unprecedented rate over the past two years. That’s according…

There is an old adage on Wall Street: To succeed as an equity fund manager, follow interest rates and the bond markets. We decided to put that theory to the…

Evaluating investment managers is a challenging endeavor. Why else would asset owners expend so much time and resources, often with the aid of consultants, to conduct manager searches? Proper manager…

The progression of ESG investing in the global asset management community continues to be a source of fascination and a lightning rod for conversation, engagement, and innovation. As the “Index…

Portfolio managers report their risk-adjusted performance using Sharpe, Treynor, information, and Sortino ratios, among other popular metrics. Of course, with various measures to choose among, might fund managers be tempted…