Artificial intelligence or augmented intelligence as used in the investment process. This ranges from a quantitative approach to investing driven by machine learning and algorithms, to a centaur approach that leverages the best of both man and machine’s decision skills.

Why Cutting Losses is so Hard – Especially Now

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Behavioral biases and cognitive depletion conspire to make exit decisions among the weakest areas of professional investor skill. The data -- and the habits of the world's best fund managers -- show there's a better way.

Winners and Losers in a World Without Quarterly Reporting

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The question of whether quarterly earnings reporting promotes or undermines long-term value creation is back on the table. With U.S. policymakers once again considering a shift to semi-annual reporting, it’s worth asking: what would such a change really mean?

Active Equity Fund Management Isn’t Dying – It’s Evolving

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For active managers, the path ahead is narrower and more demanding, but those who can align with evolving investor needs and deliver tangible value will find that their relevance is not obsolete.

Five Reasons to Discuss Decision Attribution Analysis With Your Team Now

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It’s in everybody’s interest to focus on investment decision-making skill. Here's why you should start the conversation with your team now -- and how to do it.

The Problem With Performance Attribution

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It’s the standard for reporting, but when it comes to identifying actual decision-making skill — whether you’re a portfolio manager or an allocator of capital — performance attribution leaves a lot to be desired. But there’s an alternative: decision attribution.

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