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No matter your specialty, you’ll find something of interest in these readings on investment strategies and developments around the industry. Plus, several items on communication are sprinkled throughout.

What “things said or done in our industry or said about our industry” bug you? Here’s a look back at a popular list from several years ago.

The noted academic researcher weighs in on economic foundations for strategies, corporate and investor behavior, diversification and rebalancing, research methods and incentives, crowding, manager selection, ESG, crypto and DeFi, and time horizons.

How simple or complex should your strategy be? How important is good communication? Where do expected returns come from? Are better operating models becoming available?

A poll regarding the treatment of private asset performance reporting fronts this issue, which includes a wide range of readings for professionals throughout the investment ecosystem.

The outcome of due diligence encounters depends on the quality of the questions that are asked and the conduct of the interviews. Some recommendations in that regard close out this series.

What are the advantages and disadvantages of remote versus in-person communication? The answers to that question are important for designing organizations (and for advancing one’s career).

If the goal of an asset management firm is to provide attractive performance that meets the expectations of its clients, then the impediments to that happening should be top of mind for the leaders of an organization.

Are there opportunities to take advantage of the biases of others in the talent selection process by better understanding issues of gender, race, and disability?

Dive into these readings: Two good pieces on risk management, plus hybrid strategies, short-term trading alpha, hedge fund scale/performance, a dramatic sector rotation chart, accounting shenanigans, the God Bless America ETF, and more.

It’s a people business, so the logical place to start a long series on the new world of investment work is with a book about finding and evaluating talent.

There are certain attributes that define the culture of an organization. Using asset management firms as an example, here are some thoughts about a central consideration.

Here’s a firecracker edition of the Fortnightly, featuring readings on investment industry developments and ideas, as well as plenty about angles of continuous improvement for professionals and organizations.

Some of the personal qualities and decision making skills that lead business owners to success can work against them as they deploy their assets into other investments, as outlined in a Cambridge Associates article.

This posting serves as a coda to the earlier series about Bill Gross and Pimco, focusing on evidence of performance and other factors that contributed to the legacy they produced.