Reviews is a subscription service for reviews of institutional investment literature. The reviews cover a wide range of investment topics, published on this website at the rate of 12 a year. Six sample reviews are available Reviews by registering and logging on. Reviews - 2012 and onwards require a Membership. The service is available to subscribers on a Multi-User basis (that is free to all members of a subscribing firm) at a cost of $2000 per annum for the firm. Further details can be found in About Us. Our privacy policy is available in Privacy Policy. For any questions, comments, or suggestions, please Contact Us. Thank you, and we hope you find InvestorLit helpful and of value to you.

February 2018

  • This is the 2018(02) The tale of 3 market fallacies

    “When I was a boy of 14, my father was so ignorant I could hardly stand to have the old man around. But when I got to be 21, I was astonished at how much the old man had learned in seven years.” Mark Twain

    The quote above gives me a sense of my own career journey. So many concepts that I first learned I thought I understood and it was only when others share their perspective and insights (the value of diverse thinking) that my own becomes clearer. This is one of the many reasons I love writing for you. It gives me the opportunity to collate and carefully think through concepts and to present it to you. In this issue I have tackled some fallacies that have become embedded in our minds but that is not true. It is somewhat like reading the newspaper and a journalist detailing the reasons for a market correction or rebound.

January 2018

  • This is the 2018(01) Review and it includes: 1/ A welcome from Gareth Witten 2/ Will AI takeover active management? This article is based on a presentation that Gareth gave at a conference a week ago. He will be giving this presentation to a number of other groups in the future. 3/ Book and Article Review. 4/ The Academic Case for Indexing and Smart Beta. 5/ Reprint of a talk given by Ben Graham on 15 November 1963 - Securities in an Insecure World – by Ben Graham. 6/ InvestorLit webpage access which covers all years of the publication 7/ Example titles from InvestorLit Reviews. As always, Bruce and I are very much appreciative of all of our Subscribers over the past years and would like you to continue this journey with us.

August, 2017 – "CFA Society Philadelphia Conference"

  • In our recent 2017(7) Review entitled "My Toronto CFA Society Board Meeting" I was very pleased to discuss briefly my three year membership with the Toronto CFA Society Board. Having done so, I would now like to add a further Review about a recent US CFA Society Philadelphia Conference, this being a great presentation which I attended on May 21-24, 2017. I have written up this as the current 2017(8) Review entitled: "CFA Society Philadelphia Conference". In this great CFA Conference Review article, I begin with a very brief comment of the CFA Society's Conferences in Canada and also the US, many of which I have attended throughout my career. Following this brief introductory comment, I proceed in this Review with the significant discussion on the US's very good recent CFA Annual Conference – this being held in Philadelphia in May as mentioned.

July, 2017 – "My Toronto CFA Society Final Board Meeting"

  • This is a very brief Review of my recent three years in which I have been a member of the Toronto CFA Society Board. Plus I have sent a nice note to our Board Members at my last meeting on June 14th 2017. This Review covers my background, plus a brief note on two of my close friends (Sue Lemon and Pater Jarvis) on the Board, plus I list many of the senior people I have invited for speaking to our Society, then finally I have finalized with thanks and a farewell to our Society.