In the News
Rebalancing Global Trade: No Quick Fix - Tuesday, January 01, 2013

  Financial Analysts Journal. Jan/Feb 2013

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The current economic slowdown is structural, not just cyclical - Wednesday, August 22, 2012

 High global imbalances in budget and trade deficits spell slower growth and higher economic volatility

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Why Diversification is Now Harder - Thursday, April 12, 2012
WSJ: Index Trading - Sunday, February 19, 2012

How the rise of index trading has dramatically increased market risks

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Drivers Behind Rise in Market Vulnerability - Monday, February 06, 2012

Why markets are now so vulnerable to risk and uncertainty.

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Deploying Financial Emotional Intelligence - Thursday, January 12, 2012

Contrary to popular wisdom, tapping one's subconcious can improve financial decisions, in the right circumstances.

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The Role of Our Subconscious - Wednesday, July 20, 2011

Decisions made below the surface of our consciousness play a crucial role in investor and market behaviour. 

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A Dynamic Future for Active Quant Investing - Thursday, April 28, 2011

 Active quant investing is on the verge of change

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The Case for Wise Financial Modeling - Sunday, April 03, 2011

Financial models are useful but limited.

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My M* Video Interview on Market Risk - Monday, March 07, 2011

Ingredients of Market Bubbles

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Bond Market Update (podcast) - Tuesday, December 21, 2010

In this joint interview, we explore trends impacting bond investors and survey the outlook for various sectors of the fixed-income markets.

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The Art of the Better Forecast - Friday, October 08, 2010

 How judgment style affects forecasting ability

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Leverage: A False Cure for Pension Woes - Saturday, April 24, 2010

Seeking outsized returns by placing fate in the hands of leverage gives only false hope.

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The ups and downs of covered calls - Monday, February 01, 2010

Some of the frequently misunderstood risks of CC

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Moral Hazard: Reforming the Financial System - Sunday, January 31, 2010

My live interview with FRB President, Bill Poole.

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Competence Trumps Style - Wednesday, December 30, 2009

 Intelligent investing is about character and competence.

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Volatile Markets are a Challenge to Portfolio Theory - Monday, November 02, 2009

Extreme market movements have prompted our efforts to better understand the complexities and dynamics of markets.

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History and psychology offer economic lessons - Thursday, October 15, 2009

The average amateur male golfer believes he can consistently drive the ball about 222 yards. In reality, he typically can drive it only about 192 yards.

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Rodney N. Sullivan, CFA  is a leading industry researcher and speaks regularly as a recognized expert on global investment management.


Rodney has served as editor on several books for investment professionals and has written numerous articles published in various scholarly journals, magazines and newspapers. He also regularly speaks before industry groups on a variety of investment management topics. 


Mr. Sullivan is a member of the Board of Directors at the Institute for Quantitative Research in Finance and at Financial Management Association International.  He is also a founding member of the Board of Advisors at Veritat Advisors.  He is a member of the Chicago Quantitative Alliance and a past president of the Richmond Association for Business Economics.


Rodney has served as head of publications and editor of the Financial Analysts Journal at CFA InstituteMr. Sullivan was director of research and portfolio manager in the Investment Division of  Anthem Insurance, Inc. where he oversaw portfolio strategy and execution that included asset allocation, risk analytics, and equity and fixed-income portfolio management. As a senior portfolio analyst for Aris Corporation, Rodney oversaw manager selection and directed quantitative portfolio strategy including dynamic asset allocation and tax efficient concentrated wealth.


Rodney is an alumnus of Virginia Commonwealth University, holding both a BS and an MA in economics, and has earned the Chartered Financial Analyst designation.  He has served as an adjunct faculty member at Virginia Commonwealth University and Randolph Macon College.

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