In the world of finance, understanding and managing crises are crucial for maintaining robust portfolio performance.…
Category: Investing
Book Review: The Puzzle of Sustainable Investment
The Puzzle of Sustainable Investment: What Smart Investors Should Know. 2024. Lukasz Pomorski. Wiley. In The…
Book Excerpt: Trailblazers, Heroes, and Crooks
Editor’s Note: The following is an adapted excerpt from Stephen R. Foerster’s book Trailblazers, Heroes, and Crooks:…
So, You Want to be an Investment Consultant?
I recently had the pleasure of participating in the CFA Program Career Webinar Series and was…
For Plan Sponsors: Understanding Investment Vehicles and Fees
When constructing an investment menu for a defined contribution retirement plan, the focus is often on…
Supercharge Your Network: 5 Tips to Jumpstart Old Connections
Establishing and nurturing lifelong relationships with friends, family, colleagues, and clients is one of the most…
What Determines Consumer Sentiment and Business Confidence?
Consumer and business sentiment affect everything from momentum in stock markets, to elections, to purchasing decisions.…
Factor Premiums: An Eternal Feature of Financial Markets
A broad segment of the industry invests based on established factors such as value, momentum, and…
Investment Opportunities in Mexico | CFA Institute Enterprising Investor
Mexico has become an increasingly attractive destination for investors. The country boasts several economic advantages, particularly…
Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives
Public pension funds allocate on average 30% of their assets to expensive alternative investments and as…
An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey
Artificial intelligence (AI) was the most raised issue in the past 12 months among asset manager…
Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters
When someone hears I’m currently writing the authorized biography of William (Bill) Sharpe, the most frequent…
The Alternative Investment Gender Gap: Marketing to Female Clients
Why do men allocate twice as much of their assets to alternative investments as women do?…
Book Review: Resistance Money: A Philosophical Case for Bitcoin
Resistance Money: A Philosophical Case for Bitcoin. 2024. Andrew M. Bailey, Bradley Rettler, and Craig Warmke. Routledge. “Bitcoin…
AI’s Game-Changing Potential in Banking: Are You Ready for the Regulatory Risks?
Artificial Intelligence (AI) and big data are having a transformative impact on the financial services sector,…
Unlocking Stock Market Success: Why You Should Embrace the Skew
When we talk about stock returns, most people assume that individual stocks should yield positive returns.…
Wall Street’s Latest Flood: Private Credit
“Once a majority of players adopts a heretofore contrarian position, the minority view becomes the widely…
The Hidden Environmental Costs of Tech Giants’ AI Investments
Global technology leaders including Alphabet, Amazon, Apple, Meta, and Microsoft are increasingly integrating artificial intelligence (AI)…
Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans
The Canadian pension plan system has long been lauded for its robust returns and resilience, especially…
From Darwin to Wall Street: A Rebuttal
This article is a rebuttal to Drew Estes’s “From Darwin to Wall Street: Harnessing Evolutionary Theory…
Escaping the Benchmark Trap: A Guide for Smarter Investing
Pim van Vliet, PhD, is the author of High Returns from Low Risk: A Remarkable Stock Market…