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

Marketing Economics Performance Measuring Risk Management 133

Future CFO

JULY 3, 2024

To deliver sustained profitable growth and meet new disclosure obligations CFOs will have to embed sustainability into business decisions by connecting material issues to value creation and risk management. They will act as a global baseline for providing, a more holistic picture of corporate performance.

Finance 59

Finance IFRS Quantitative Data Communication 59

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

CFO Accounts Payable Financial Analysis Auditing 52

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

Marketing Performance Measuring Risk Management Economics 122

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

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

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

CFO Performance Measuring Benchmarking Restructuring 40

CFA Institute

DECEMBER 9, 2022

Do alternatives offer any diversification benefits?

Performance Measuring 115

Performance Measuring Risk Management Economics Investments 115

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?

Performance Measuring 117

Performance Measuring Risk Management Economics Investments 117

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

NOVEMBER 16, 2022

The crypto market’s recent gyrations necessitate a fresh look at the evolving relationships between crypto and traditional asset classes.

Performance Measuring 116

Performance Measuring Risk Management Economics Investments 116

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

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.".

Performance Measuring 105

Performance Measuring Risk Management Economics Investments 105

CFA Institute

JULY 7, 2022

Economic value of equity (EVE) can help determine how well a company can weather interest rate hikes.

Economics 105

Economics Performance Measuring Risk Management Corporate Finance 105

Spreadym

JUNE 27, 2023

These models help assess the potential outcomes of various financial decisions and aid in strategic planning, risk analysis, and sensitivity analysis. Performance Measurement: FP&A establishes performance metrics and key performance indicators (KPIs) to measure and monitor the organization's financial performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

CFA Institute

MAY 11, 2022

Equities are not necessarily more risky than such "safe" assets as US Treasuries. .

Investments 102

Investments Treasury Performance Measuring Risk Management 102

CFA Institute

MARCH 29, 2022

The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.

Investments 99

Investments Performance Measuring Risk Management Economics 99

Spreadym

JUNE 8, 2023

Risk Assessment and Management: Identify potential financial risks and develop risk management strategies. This includes evaluating market risks, credit risks, operational risks, regulatory risks, and other factors that may impact the business's financial stability.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

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

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

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

DECEMBER 30, 2022

Is there a trade-off between diversity and investment performance?

Investments 100

Investments Performance Measuring Risk Management Economics 100

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

OCTOBER 31, 2021

Risks can be known in advance. You just need to be curious enough.

Performance Measuring 92

Performance Measuring Risk Analysis Risk Management Economics 92

CFA Institute

AUGUST 8, 2021

How do meme stocks move relative to stock market indices and other meme stocks?

Marketing 91

Marketing Performance Measuring Risk Management Economics 91

CFA Institute

DECEMBER 19, 2022

How can we identify and measure a portfolio's benchmark misfit risk?

Benchmarking 96

Benchmarking Performance Measuring Risk Management Construction 96

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

Investments Performance Measuring Risk Management Economics 94

CFA Institute

APRIL 10, 2023

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

Planning 94

Planning Performance Measuring Risk Management Economics 94

CFA Institute

NOVEMBER 1, 2022

How do stocks -- specifically sectors and factors -- perform during times of war?

Performance Measuring 93

Performance Measuring Risk Management Economics Investments 93

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?

Performance Measuring 87

Performance Measuring Risk Management Forecasting Economics 87

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

Finance Performance Measuring Risk Management Economics 92

CFA Institute

OCTOBER 20, 2022

Machine learning can inform financial crisis modeling.

Performance Measuring 86

Performance Measuring Risk Management Forecasting 86

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.

Performance Measuring 90

Performance Measuring Risk Management Economics Investments 90

CFA Institute

AUGUST 24, 2021

Asset managers need to define how they plan to do that. Clients today want their investments to produce a genuine positive impact as well as a return.

Investments 90

Investments Planning Performance Measuring Risk Management 90

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

CFA Institute

AUGUST 9, 2021

How severe is the lack of correlation among ESG ratings?

Performance Measuring 84

Performance Measuring Risk Management Economics 84

CFA Institute

NOVEMBER 10, 2022

By combining Profitability and Conservatism, we can reduce a portfolio's downside risk and enhance its risk-adjusted returns over the long run.

Performance Measuring 17

Performance Measuring Risk Management Economics Investments 17

CFA Institute

FEBRUARY 9, 2023

Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.

Performance Measuring 88

Performance Measuring Risk Management Planning Economics 88