Selected Publications

Selected Publications 2017-10-30T12:16:03+00:00
2015-05-01T11:12:05+00:00

The Need for Active Management

February 1, 2015

The death knell of active portfolio management has been rung. But with recent studies suggesting that the costs of passive management are rising, has the bell tolled too soon?

This Financial Times article (written with Bob Pozen) looks at what the shift toward index funds means for market efficiency.

Read the complete article […]

2015-05-01T11:18:27+00:00

LinkedIn’s Phantom Employees

December 15, 2013

This Financial Times article (written Rajib Chanda) discusses the problem of “phantom employees” on LinkedIn — individuals who are listed on the social media site as an employee of a company, but who in actuality do not work there. It’s easy for individuals to become a phantom employee, but much harder for companies to […]

2017-10-30T12:11:56+00:00

AIFMD 101

January 2013

The Alternative Investment Fund Managers Directive is changing the regulatory landscape in Europe for anyone marketing private funds to investors there. To help U.S. investment managers understand the new rules, Luxembourg fund industry association ALFI and NICSA collaborated to produce this guide.

This presentation, adapted from an ALFI conference panel, was NICSA’s most popular publication, […]

2017-10-30T12:12:53+00:00

Most Likely to Succeed

November/December 2011

This Financial Analysts Journal article (written with Bob Pozen) reviews mutual fund industry rankings over the past two decades and suggests critical factors for success in the business. Surprisingly, the critical factors are not fund performance or marketing. Instead, the firms that are most likely to succeed are dedicated to the asset management business […]

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