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There is no way to “get it all” when doing due diligence. There will always be gaps in information. It is important to acknowledge them, and to avoid passing the narrative of others along as your own point of view.

There are thousands of working papers and journal articles regarding investments published every year. How should you use (some of) them? Here are a few examples.

There’s something for everyone in each edition of the Fortnightly. This one offers a good selection of readings, a summary of the recent quiz, an important chart, and a reminder of one business where there’s never a supply-chain issue.

Should there be an alignment regarding investment philosophy across companies, the asset managers who buy their shares, and the investors who hire asset managers?

It has been another wild year, and the investment markets got wilder too. Here’s the usual selection of good reads and interesting happenings, plus your chance to test your knowledge (and maybe win a subscription).

With 2021 coming to a close, it’s time to look back (sometimes way back) at how some pieces of the investment puzzle have performed, and to pose a few questions.

There’s a fair amount of wining and dining that goes on in the investment business. Here’s a little taste of it in years gone by.

The categories we use to describe the roles of investment organizations need to evolve, along with the regulatory framework around them, in order to keep up with the ongoing evolution of the industry.

There are things to explore in every corner of the ecosystem. In this edition, everything from DAOs to ranches, private credit to ESG jargon, investment time horizons to the marketing of asset managers, and more.

If this really is a people business, as everyone says, then getting better at analyzing that aspect of asset management organizations (or other kinds of investment organizations, for that matter) should be at the top of the to-do list.

Asset owners suffer from a lack of information on their holdings in an asset class where they have a lot on the line. Can the principles of “organic finance” provide the framework they need?

It is the twentieth anniversary of one of the greatest falls from grace in corporate history. A brief review of the story, the role of the investment industry, and some unexpected aftereffects.

It might be “the weirdest time in history for finance,” but the Fortnightly is hewing to its regular schedule of providing interesting reads from around the ecosystem.

This posting outlines key areas for debate regarding the predominant investment issue of the day. In many organizations, these considerations and the uncertainties surrounding them have not been adequately addressed.

So much to read, so little time. A few thoughts on the importance of diving into longer works, plus some lists of good books.