Archives

In each Fortnightly, there’s something that will provide a new perspective that will be of value to you. Which of these many readings does so?

Due diligence encounters are dominated by impression management. Those doing the work need to be skeptical and employ tactics that will go past the narrative to add value.

From trivial swag to fancy perks, the investment business is full of favors and gifts. How do they affect what decisions we make?

In advance of a break from the action, the Fortnightly crew has produced another edition packed full of great investment reads.

What types of knowledge are important for investment professionals? How should they be trained? Alix Pasquet offers some thoughtful and differentiated ideas.

Typically, most of the ideas that drive the performance of an investment function are shaped by interactions with others outside of the organization. How do we improve them?

Each edition of the Fortnightly is free to all, and full of great reads from around the investment ecosystem.

It is time to move from the org chart (and even the “orgorg” chart) to a new level of observation and analysis of organizations, while being aware of the potential pitfalls.

The seismic events at FTX and Twitter, a hungry mouth to feed in the advice industry, the most important skill in finance, and many interesting investment reads. Plus, Stevie Wonder gives some great advice.

This compilation of four postings uses the wonderful book ??????, by Tyler Cowen and Daniel Gross, to examine investment-related concerns about identifying talent, valuing “otherness,” communicating virtually, and doing due diligence on others in the investment ecosystem.

Processes need to move forward over time, even when it short-term gains can come from temporary solutions. (Also, continuous improvement means that you keep at it when others stop.)

This edition includes writings about the circular economy, investing in political influence, a short primer on investment banks, investigating social investing sites, and many other intriguing stories. (And a puzzle from the art world.)

A look at common principles for benchmark selection, some challenges to their use by asset owners and mutual funds, and three examples of benchmark evaluations from investment providers.

Public pension funds provide more transparency than other asset owners and also face greater scrutiny. That’s a combustible mix when things go wrong (repeatedly).

Private markets, hedge funds, passive investing, small caps, real estate, due diligence! Manager survival, trust, talent versus culture! And Penn Jillette!?!