What Can AI Do for Investment Portfolios? A Case Study
CFA Institute
DECEMBER 15, 2022
One AI equity trading model hints at the technology's potential to transform investment management.
Economics Investments Performance Measuring 
Diversity and Investment Performance: What Trade-Off?
CFA Institute
DECEMBER 30, 2022
Is there a trade-off between diversity and investment performance?
Investments 
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The Growth Architect: How Financial Leaders are Unlocking Potential
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
From Start to Scale: Driving Growth Through Seamless Payments Implementation
Trending Sources
The Private Capital Wealth Equation, Part 2: The Economics Variable
CFA Institute
JUNE 15, 2022
The performance of alternative asset managers is encapsulated in the formula: Wealth = Controls + Economics. Here, we outline the economics component of the equation.
Economics 82
82 
China’s Enterprise Annuities: “Long-Term Money, Short-Term Investment”
CFA Institute
MARCH 29, 2022
The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.
Investments 99
99 
Why Invest in Stocks?
CFA Institute
MAY 11, 2022
Equities are not necessarily more risky than such "safe" assets as US Treasuries. .
Investments 102
102 
Book Review: Expectations Investing
CFA Institute
JANUARY 14, 2022
This revised and updated edition offers an insightful framework for identifying gaps between price and value.
Investments 99
99 
On Investment Objectives and Risks, Clear Communication Is Key, Part 3
CFA Institute
FEBRUARY 23, 2022
Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.
Causality Techniques in Investment Management: Five Key Findings
CFA Institute
MARCH 16, 2022
What are the most widely used causality tests in the equity markets?
Investments 110
110 
Robert J. Shiller on Bubbles, Reflexivity, and Narrative Economics
CFA Institute
JANUARY 6, 2019
Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.
Economics 91
91 
Book Review: The Case for Long-Term Value Investing
CFA Institute
AUGUST 26, 2022
Jim Cullen presents the value strategy and explains how to apply it in any type of market.
Investments 104
104 
A Paradigm Shift in Investing — Are You Ready?
CFA Institute
MARCH 22, 2022
When it comes to ESG, DEI, and advances in data and technology, this time really is different.
Investments 105
105 
On Investment Objectives and Risks, Clear Communication Is Key, Part 2
CFA Institute
JANUARY 25, 2022
Standard deviation fails to characterize risk in a way that matters to most investors.
Communication 107
107 
The US Investment Olympics: Smart Money, Crowd Intelligence, and AI
CFA Institute
FEBRUARY 3, 2022
Can our Smart Money, Crowd Intelligence, and AI indices beat the S&P 500?
Investments 101
101 
Building a CAPM That Works: What It Means for Today’s Markets
CFA Institute
MAY 24, 2022
The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.
Marketing 133
133 
Asset Owner Perspectives: Building Investment Organizations Fit for the Future
CFA Institute
JUNE 17, 2022
How are asset owners thinking about and building their multi-generational, long-horizon portfolios?
Investments 94
94 
Seven Trends in Investment Management: Ronald N. Kahn
CFA Institute
MAY 15, 2019
Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.
Investments 66
66 
The Elephant in the Room: The ESG Contradiction
CFA Institute
JANUARY 28, 2022
The inherent conflict between the "E," the "S," and the "G" in ESG investing can no longer be ignored.
Investments 137
137 
The Equity Advantage: Reinvestment of Earnings
CFA Institute
JUNE 17, 2022
Equities can compound in value in a way that investments in bonds, real estate, and other asset classes cannot.
Investments 131
131 
Sustainability, ESG, and the Future of Investing: A Review
CFA Institute
OCTOBER 12, 2021
This curated collection of Enterprising Investor 's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.
Investments 78
78 
Technical Analysis Revisited: Moving Averages = Above Average Returns?
CFA Institute
FEBRUARY 7, 2022
How have moving averages performed as an investment strategy over the decades?
Investments 124
124 
Investing in the Age of Engagement
CFA Institute
DECEMBER 16, 2019
Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”.
Investments 52
52 
Book Review: Advances in Retirement Investing
CFA Institute
JANUARY 21, 2021
This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.
Investments 52
52 
Crypto Tokens: Does Security Selection Matter?
CFA Institute
JULY 10, 2022
What role does security selection play in cryptocurrency investing? Can token pickers demonstrate differentiated performance?
Securities 117
117 
Paved with Good Intentions: Alternative Investment Reporting Challenges
CFA Institute
MARCH 1, 2020
“How’d this investment do last quarter?" In the world of alternative investments, getting a simple answer can be strangely difficult.
Investments 52
52 
Valuing Digital Assets with TradFi Tools: Three Methods
CFA Institute
OCTOBER 25, 2022
Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.
Investments 116
116 
Goals-Based Investing: Should It Be the Norm?
CFA Institute
AUGUST 27, 2019
In the same spirit, all investment management should be goals-based. To paraphrase Richard Thaler, all finance is behavioral.
Investments 52
52 
The Next Frontier of Sustainable Investing: Measuring Impact
CFA Institute
JUNE 9, 2021
What is the state of ESG analysis and how can investors both have an impact and invest with impact?
Investments 52
52 
The S-Curve: Bending the J-Curve in Private Equity
CFA Institute
JANUARY 14, 2022
The J-curve narrative in private equity (PE) investments deserves a quiet obsolescence.
Investments 112
112 
Fulfilling CFOs' future roles
Future CFO
AUGUST 7, 2024
Partnering with other C-suites executives To be able to adapt with the shifts, Ho takes note of the fact that CFOs often have a seat at the Board and are required to act as the CEOs' business partner working hand-in-hand to steer the company through the current economic climate. Partnering’ is nothing new," says Ho.
CFO 86
86 
To Invest Internationally, or Not — That Is the Question
CFA Institute
MAY 17, 2021
We should lean toward investing in all of the world all of the time.
Investments 52
52 
Book Review: How Novelty and Narratives Drive the Stock Market
CFA Institute
FEBRUARY 17, 2022
This detailed stock market study attempts to extend Robert Shiller’s development of narrative economics.
Marketing 93
93 
Extremely Successful? Extremely Lucky!
CFA Institute
JUNE 2, 2022
What's more critical to investing success: luck or skill?
Investments 119
119 
Private Equity vs. Venture Capital: Opposite Investment Mindsets
CFA Institute
SEPTEMBER 29, 2020
PE and VC performance-enhancing techniques are not just different, they are precise opposites.
Investments 63
63 
A Call to Action: Aligning Gender Lens Investing and ESG
CFA Institute
MARCH 7, 2021
Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy.
Investments 52
52 
Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium
CFA Institute
DECEMBER 30, 2022
In a wild year for markets and investing, what EI content most resonated with readers?
Investments 103
103 
The Path Ahead: Insights on the Economic Recovery
CFA Institute
SEPTEMBER 13, 2020
Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?
Economics 52
52 
ESG (In)Efficiency
CFA Institute
DECEMBER 22, 2022
Passive ESG investing has become increasingly active. It’s time for a rethink.
Investments 103
103 
If an Investment Strategy Looks Too Good to Be True, Look under the Hood
CFA Institute
MAY 3, 2020
How could a portfolio invested 51% in the S&P 500 Index yield the same returns as one that's 100% invested?
Investments 52
52 
Gender Lens Investing: Asset Managers and Women in Leadership
CFA Institute
OCTOBER 6, 2021
Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?
Leadership 62
62 
What-if analysis or why is it important for good financial planning software?
Spreadym
MAY 10, 2023
It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. Investment Analysis: In investment decision-making, what-if analysis can be valuable. Risk Management: What-if analysis is also useful in risk management.
GARP Investing: Golden or Garbage?
CFA Institute
MARCH 10, 2019
Do Growth at a Reasonable Price (GARP) strategies offer an attractive middle ground between Value and Growth?
Investments 52
52 
ESG Investing: Too Good to Be True?
CFA Institute
JANUARY 13, 2019
The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.
Investments 54
54 
How Goals-Based Portfolio Theory Came to Be
CFA Institute
NOVEMBER 16, 2022
Investing is never done in the abstract. Investing is — and always has been — goals-based.
Investments 89
89 
Improving the Odds of Value Investing
CFA Institute
MAY 9, 2021
So what is the value factor's key performance driver? Based on what evidence?
Investments 52
52 
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