Investing

What does the latest Index Industry Association (IIA) global membership survey reveal about current trends in indexes and benchmarks? Chief...

The world economy stared into the abyss on 16 March 2020. COVID-19 had sent country after country into lockdown, disrupting...

Tax season in the United States shouldn’t be confined to March and April alone. Our clients’ taxes and the tax-savings...

Earlier this year, the head of the US Department of Justice’s anti-trust unit vowed to crack down on the buyout...

Introduction Alternative investments accounted for $13 trillion in assets under management (AUM) in 2021, nearly twice what it was 2015....

Today’s spiking inflation, rising interest rates, and billion-dollar investment frauds are good reminders that a clear understanding of the past...

Though only five years into his rental property investing career, David Rosenbeck is making a seven-figure wealth-building move. If it...

Artificial intelligence (AI)-based strategies are being increasingly applied in investing and portfolio management. Their contexts, utility, and results vary widely,...

This article is adapted from a version originally published in the fall issue of The Journal of Performance Measurement®. Overview Investment...