CFA Institute

SEPTEMBER 22, 2021

A new investment style has proliferated over the last decade or so: the copycat investor.

Investments 76

Investments Performance Measuring 76

CFA Institute

FEBRUARY 23, 2022

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Communication 93

Communication Investments Performance Measuring Risk Management 93

CFA Institute

MARCH 16, 2022

What are the most widely used causality tests in the equity markets?

Investments 110

Investments Marketing Performance Measuring Economics 110

CFA Institute

AUGUST 26, 2022

Jim Cullen presents the value strategy and explains how to apply it in any type of market.

Investments 104

Investments Marketing Performance Measuring Economics 104

CFA Institute

MARCH 22, 2022

When it comes to ESG, DEI, and advances in data and technology, this time really is different.

Investments 105

Investments Technology Performance Measuring Economics 105

CFA Institute

JANUARY 25, 2022

Standard deviation fails to characterize risk in a way that matters to most investors.

Communication 107

Communication Investments Performance Measuring Risk Management 107

CFA Institute

FEBRUARY 3, 2022

Can our Smart Money, Crowd Intelligence, and AI indices beat the S&P 500?

Investments 101

Investments Performance Measuring Economics 101

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

Investments Performance Measuring Economics 66

CFA Institute

JUNE 17, 2022

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

Investments 94

Investments Performance Measuring Risk Management Economics 94

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

Investments Performance Measuring Economics 137

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

Investments Performance Measuring Risk Management Economics 78

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

Investments Performance Measuring Economics 131

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

Investments Construction Performance Measuring Risk Management 52

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

Investments Performance Measuring Planning Economics 52

CFA Institute

FEBRUARY 7, 2022

How have moving averages performed as an investment strategy over the decades?

Investments 124

Investments Performance Measuring Economics 124

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

Investments Performance Measuring Economics 52

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

Investments Finance Performance Measuring Communication 52

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

Investments Performance Measuring Economics 52

CFA Institute

SEPTEMBER 9, 2021

William Burckart and Steve Lydenberg, CFA, argue persuasively that systemic issues have important implications for future returns.

Investments 60

Investments Performance Measuring 60

CFA Institute

MAY 17, 2021

We should lean toward investing in all of the world all of the time.

Investments 52

Investments Performance Measuring Risk Management Economics 52

CFA Institute

JULY 10, 2022

What role does security selection play in cryptocurrency investing? Can token pickers demonstrate differentiated performance?

Securities 117

Securities Investments Performance Measuring Economics 117

CFA Institute

FEBRUARY 5, 2020

The AI Pioneers in Investment Management report has inspired some compelling questions — and answers.

Investments 52

Investments Performance Measuring 52

CFA Institute

MARCH 7, 2021

Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy.

Investments 52

Investments Performance Measuring Economics 52

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

Investments Performance Measuring Risk Management Economics 116

CFA Institute

SEPTEMBER 29, 2020

PE and VC performance-enhancing techniques are not just different, they are precise opposites.

Investments 63

Investments Performance Measuring Economics 63

CFA Institute

JANUARY 14, 2022

The J-curve narrative in private equity (PE) investments deserves a quiet obsolescence.

Investments 112

Investments Performance Measuring Economics 112

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

Investments Performance Measuring Economics 52

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

Leadership Investments Performance Measuring Economics 62

CFA Institute

JUNE 2, 2022

What's more critical to investing success: luck or skill?

Investments 119

Investments Performance Measuring Economics 119

CFA Institute

DECEMBER 22, 2022

Passive ESG investing has become increasingly active. It’s time for a rethink.

Investments 103

Investments Performance Measuring Risk Management Economics 103

CFA Institute

DECEMBER 30, 2022

In a wild year for markets and investing, what EI content most resonated with readers?

Investments 103

Investments Marketing Performance Measuring Risk Management 103

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

Investments Performance Measuring Economics 54

CFA Institute

MAY 9, 2021

So what is the value factor's key performance driver? Based on what evidence?

Investments 52

Investments Performance Measuring Risk Management Economics 52

CFA Institute

AUGUST 18, 2019

The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.

Investments 52

Investments Performance Measuring Economics 52

Centage

SEPTEMBER 11, 2023

Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis. Shift funds to areas that need improvement or invest in initiatives that directly drive growth.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

CFA Institute

AUGUST 9, 2019

The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.

Accounting 52

Accounting Investments Performance Measuring Accounting Standards 52

CFA Institute

NOVEMBER 16, 2022

Investing is never done in the abstract. Investing is — and always has been — goals-based.

Investments 89

Investments Performance Measuring Risk Management Economics 89