Diversity and Investment Performance: What Trade-Off?
CFA Institute
DECEMBER 30, 2022
Is there a trade-off between diversity and investment performance?
Investments Performance Measuring Risk Management 
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. This analysis can help you identify risks, assess the feasibility of goals, or optimize your financial plans. Risk Management: What-if analysis is also useful in risk management.
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Webinars
How To Optimize Cash Flow: Your Roadmap To Resilience!
Back to Basics with Reconciliations
Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth
Less Stress, More Success: Accounting Best Practices & Processes for 2025
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
Trending Sources
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 Webinars
How To Optimize Cash Flow: Your Roadmap To Resilience!
Back to Basics with Reconciliations
Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth
Less Stress, More Success: Accounting Best Practices & Processes for 2025
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
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.
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 
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 
Modernising finance reporting in support of ESG
Future CFO
JULY 3, 2024
Reporting is no longer just about providing quarterly financial performance. These new requirements have made nonfinancial disclosures a part of business and the long-term investment thesis. They will act as a global baseline for providing, a more holistic picture of corporate performance.
Finance 59
59 
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 
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 
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 
A Practical Guide for the New CFO
CFO Talks
MARCH 14, 2024
Understand and Mitigate Risks: A CFO must have a comprehensive understanding of the various risks the company faces, including operational, financial, and strategic risks. This involves developing risk management strategies to prevent or mitigate potential adverse impacts on the company.
CFO 40
40 
ESG-driven growth: Stakeholders have greater expectation but boards lack commitment
Future CFO
FEBRUARY 16, 2022
55% of respondents say there are significant differences of opinion among leadership on how to balance short-term considerations with long-term investments and sustainable growth. 83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. Survey highlights.
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 
From Controller to CFO: What Changes?
CFO Talks
MARCH 20, 2024
They work in tandem to develop and maintain performance measurements, with the Controller specifically tasked with reviewing control weaknesses. Strategic Financial and Risk Management: The CFO is the architect of the company’s financial strategy, including tax and risk management strategies.
CFO 52
52 
What is the difference between planning, budgeting and forecasting for a business?
Spreadym
JUNE 8, 2023
These goals could include increasing revenue, improving profitability, reducing costs, optimizing cash flow, expanding to new markets, or achieving a specific return on investment. This may involve determining pricing strategies, cost reduction initiatives, revenue growth plans, investment strategies, or capital structure decisions.
Forecasting 52
52 
What is Financial Planning and Analysis (FP&A)?
Spreadym
JUNE 27, 2023
By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. This enables management to take corrective actions, implement efficiency measures, and evaluate the success of initiatives.
Differences Between Budgeting and Forecasting in Business
Spreadym
SEPTEMBER 19, 2023
Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets. This helps in risk management and allows for better decision-making in uncertain environments.
Forecasting 59
59 
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 
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 
Rising Risk: Accounting Shenanigans and Alternative Investments
CFA Institute
AUGUST 9, 2019
The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.
Accounting 52
52 
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 
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 
ESG (In)Efficiency
CFA Institute
DECEMBER 22, 2022
Passive ESG investing has become increasingly active. It’s time for a rethink.
Investments 103
103 
Renewable Energy Funds: Through a Gender Lens
CFA Institute
MAY 31, 2022
As ESG investing continues to grow, applying a gender lens to public equity funds focused on climate solutions is critical.
Investments 94
94 
ESG Asset Managers: Define the Why
CFA Institute
AUGUST 24, 2021
Clients today want their investments to produce a genuine positive impact as well as a return. Asset managers need to define how they plan to do that.
Investments 90
90 
The 5 Best Corporate Performance Management Software
Spreadym
SEPTEMBER 27, 2023
Performance Measurement: CPM relies on the continuous monitoring and measurement of key performance indicators (KPIs) and metrics that are critical to the organization's success. These KPIs could relate to financial performance, customer satisfaction, operational efficiency, and more.
SAP 59
59 
ESG Matters: Global Trends and Transitions
CFA Institute
FEBRUARY 24, 2021
How are women growing in importance in the investment ecosystem? How are firms approaching the sustainability journey?
Investments 52
52 
Dollar-Cost Averaging (DCA): A Reappraisal
CFA Institute
DECEMBER 29, 2020
Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.
Investments 52
52 
How Sharp Is the Sharpe Ratio? An Analysis of Global Stock Indices
CFA Institute
JUNE 3, 2022
To test the Sharpe Ratio’s effectiveness, we constructed monthly return distributions for global stock market indices to see if any had too much skewness.
Construction 136
136 
Tell Me a Story: Aswath Damodaran on Valuing Young Companies
CFA Institute
MAY 24, 2022
"You don't have to be right to make money [valuing companies]," Aswath Damodaran says. You just have to be less wrong than everybody else.”.
Digital Gold or Fool’s Gold: Is Crypto Really a Hedge against Equity Risk?
CFA Institute
JULY 11, 2022
When it comes to hedging equity risk, bitcoin and cryptocurrencies are less "digital gold" and more fool's gold.
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 
Equity Risk Premium Forum: Term Structure, Mean Reversion, and CAPE Reconsidered
CFA Institute
JULY 29, 2022
Does the equity risk premium (ERP) vary depending on the term structure? Does reversion to the mean dictate that it will decrease the longer the time horizon?
Equity Risk Premium Forum: The Deficient Market Hypothesis
CFA Institute
APRIL 29, 2022
"If we thought of the equity premium as a fear premium," Rob Arnott says, "a lot of the so-called anomalies that we’ve talked about would not be anomalies at all.".
Marketing 122
122 
How Do Cryptocurrencies Correlate with Traditional Asset Classes?
CFA Institute
NOVEMBER 16, 2022
The crypto market’s recent gyrations necessitate a fresh look at the evolving relationships between crypto and traditional asset classes.
Presidential Election Cycle Theory: A Bullish 2023?
CFA Institute
FEBRUARY 14, 2023
What are the strengths, limitations, and nuances of presidential election cycle theory and what does the current political context foretell regarding whether 2023 will follow the predicted trend?
Equity Risk Premium Forum: Don’t Bet Against a Bubble
CFA Institute
APRIL 7, 2022
Cliff Asness, Rob Arnott, Roger G. Ibbotson, and other luminaries explore the nature of bubbles and the momentum factor.
Time-Varying Risk Premia: Cochrane’s “Discount Rates”
CFA Institute
MARCH 11, 2022
"Discount rates vary a lot more than we thought. Most of the puzzles and anomalies that we face amount to discount-rate variation we do not understand.".
Is the 60/40 Portfolio Still Relevant?
CFA Institute
APRIL 12, 2023
How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?
Managed Futures: A Risk-Off Solution?
CFA Institute
DECEMBER 15, 2022
If Treasuries no longer fulfill their traditional role, what other strategies or asset classes can enhance diversification and deliver consistent returns?
Treasury 80
80 
Equity Risk Premium Forum: MMT, Looking Back, Looking Ahead
CFA Institute
SEPTEMBER 22, 2022
"There’s one aspect of MMT that I have some sympathy for: the notion that what we spend money on is far more important than how we finance it." -- Cliff Asness.
Finance 92
92 
Myth-Busting: Alts’ Uncorrelated Returns Diversify Portfolios
CFA Institute
DECEMBER 9, 2022
Do alternatives offer any diversification benefits?
Redefining the Retirement Income Goal
CFA Institute
FEBRUARY 9, 2023
Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.
Book Review: Purpose and Profit
CFA Institute
SEPTEMBER 16, 2022
The importance of ESG factors has been accelerated by the COVID-19 pandemic, making George Serafeim's book essential reading.
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