Analysis & Research

The shifting nature of private equity

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While private equity’s original advantage was taking over a firm to revamp its governance and operations, private equity companies are now finding fewer underperforming firms ...

The who and why of pension de-risking

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Like Canadian defined benefit plans, many U.S. plan sponsors are purchasing annuities to get out of the pension business. But why are companies choosing the ...

Has the ESG vs. fiduciary duty debate turned its final corner?

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A plethora of overlapping terms can make a conversation about responsible investing something of a minefield. While there are many terms that are used interchangeably, there ...

Capturing the equity price action caused by index rebalancing

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Passive investing is immensely popular, with assets in passive funds having cleared US$13 trillion, globally. But can active investors take advantage of the new landscape ...

The benefits of crowdsourcing investment research

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There’s a crisis in financial research because of statistical shortfalls, says Marcos López de Prado, a professor of practice at Cornell University’s school of engineering ...

Contex Group Inc.