Two Centuries of Momentum

As a systematized strategy, momentum sits upon nearly a quarter century of positive academic evidence and a century of successful empirical results.


CFA Institute members identified the top trends that may significantly impact investment industry practice over the next three years

7 ways billionaires like Warren Buffett and Bill Gates demonstrate the ancient philosophy of Marcus Aurelius

When you think philosophy, you don't usually think successful business titans, but maybe you should.

Managing your wealth: the 10 golden rules

Although wealth management requires individual solutions tailored to each person's own situation, it is always important to bear in mind a set of intangible investment principles. David Schmidt, Head of Private Banking Investments at Banque de Luxembourg, reviews the 10 core principles for successful long-term wealth management.

The Active Equity Renaissance: Behavioral Financial Markets

We have questioned many orthodoxies of modern portfolio theory (MPT) in this series, challenging currently accepted models of financial markets and exploring the decline of MPT and the folly of using volatility as a measure of investment risk.

But in undermining the foundations of MPT, what do we propose to take its place?



When learning how to invest, it is important to learn from the best, but it also pays to learn from the worst. These top 20 most common mistakes have been compiled to help investors know what to watch out for. If any of these mistakes sound familiar, it is likely time to meet with a financial adviser.

Mental Models: The Best Way to Make Intelligent Decisions (113 Models Explained)

How do you think the most rational people in the world operate their minds? How do they make better decisions?

is Warren Buffett A Closet Stoic?

Successful Investing is half art half science and, “What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.” Warren Buffett. And Stoicism provides the tools needed to help you keep your emotions in check and prevent them from corroding the intellectual framework.


Factor investing challenges: unintended factor biases

Allocation to factors has become increasingly popular in recent years, but practical implementation remains a puzzle for many investors. Avoiding unintended factor biases often ranks amongst their top concerns.