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a guide to the research puzzle

a guide to the research puzzle

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Published by Tom Brakke
Updated through 12/31/11. Links to postings on a variety of investment topics, but especially the "how" of the business.
Updated through 12/31/11. Links to postings on a variety of investment topics, but especially the "how" of the business.

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Published by: Tom Brakke on Dec 31, 2011
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01/29/2014

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a guide to
In May of 2008, I began to write about what I called “theresearch puzzle.” The essays include thoughts aboutinvestment process, the creation and communication ofideas, and the nature and structure of the investmentecosystem.Along the way, I have written several series on topics ofinterest, some of which you’ll find listed on the next page.Following that is a subject index of the rest of the postings.At the back are a few sketches from some of the essays, aswell as examples of charts from
research puzzle pix
, a sitestarted in July of 2010 that features charts and links ofinterest.Email notifications of postings are available forthe researchpuzzle(note that all links to postings in this guide appear inthis fashion) and forpix. Each also has a full-text RSS feed.For futher information, please send me anemail. Tom Brakke, CFA
 
Topical Series
letters to a young analyst
misaligned incentives
From the dark days of 2009, a lookat bad incentives across theinvestment industry. Little haschanged.failed incentivesactively unconnecteddraw your returnlet them gothe mysterious waffleoptioned outone hand clappinga morality play
the global settlement
I served as an independentconsultant for the Global ResearchAnalyst Settlement, a significantregulatory enforcement action.goodbye to all thatthe gold rushknow your audiencein search of understandingall about the framethe performance paradebehind the scenesof the regulatory patternloose ends
fixed income conference
 Talk about timely: A CFAconference on fixed incomehappened to be held while much ofthe bond market was frozen.rethink everythinga nasty habitagents of record
 
Subject Index
 It can be hard to pin down the subjects of many of the essays. For example,behavioral finance postings often include recommendations regarding investmentprocess. Some of the postings appear in multiple categories below, but for thesake of length, most are confined to one general topic. (Some but not all of thepostings from the series listings also appear here.)
academic research
asset allocation
behavioral finance
benchmarking
decision making
due diligence
fiduciary decisions

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