In the Media

Do Institutional Asset Managers Possess Skill?

Sep 14, 2021 // Since 2002 S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index benchmarks.
View at The Evidence-Based Investor

Why PMs’ Private Jets are Worth Every Penny (kind of)

Feb 28, 2018 // ‘Where are the customers’ yachts?’ ask the critics of active management. It may be a fair point, but perhaps ‘Where are the fund mana­­gers’ jets?’ would be a more pertinent question.
View at Citywire

Big institutional funds earning keep but advantage may decline: James Saft

Apr 14, 2016 // One select group of active asset fund managers is actually earning their keep, outperforming the market substantially between 2000-2012.
View at Reuters

Far-reaching effects of an accounting firm collapse

Sep 02, 2015 // From William N Kring. Sir, Sujeet Indap is correct to raise concerns regarding the pursuit of investment bankers by the Big Four accounting firms.
View at Financial Times

Investor tip: How to improve earnings forecasts

Jun 08, 2015 // Researchers often try to forecast corporate earnings by feeding historical data about metrics such as earnings, sales, and tax rates into mathematical models.
View at bizEnablr

The Problem with Hedge Fund Reporting

Mar 26, 2015 // Reporting standards at hedge funds don’t appear to bear any relation to performance, according to a study.
View at Chief Investment Officer

The Profitability Factor Redux: Super-Duel in Space

Jun 02, 2014 // Well, that didn’t take long. No sooner has Robert Novy-Marx pointed his “Profitability” factor brainiac shrinking ray on the stock market and put the whole thing in a bottle, but now the Superman Emergency Squad has risen up to try to knock him off his asteroid.
View at Forbes

Accounting News Roundup: What If the Big 4 Aren't Too Few to Fail?; Deloitte Takes Another Hit; Opposition to More Detailed Audit Reports

Dec 13, 2013 // What would happen if the Big Four became the Big Three?
View at GoingConcern