Posted In: Alternative Investments, Behavioral Finance, Careers, Drivers of Value, Economics, Future States, History & Geopolitics, Leadership, Management & Communication Skills, Performance Measurement & Evaluation, Philosophy, Portfolio Management, Quantitative Methods, Standards, Ethics & Regulations (SER)
There’s never been a better time to be an end investor. Thomas Brigandi and Sloane Ortel explore the seven kinds of asset owner organizations that are shaping the market.
Red and blue states vary so much in their economic trajectories that they may as well be two distinct countries, writes Joachim Klement, CFA.
If there were any doubt as to ESG’s efficacy in portfolio management, recent efforts by some of the world’s largest asset owners may finally put the question to rest, write Thomas Brigandi, Paul Kovarsky, CFA, and Paul McCaffrey.
“Regret is probably the greatest enemy of good decision making in personal finance,” Daniel Kahneman says. Paul McCaffrey discusses this and other insights from Kahneman’s presentation at the 71st CFA Institute Annual Conference.
Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, says Sloane Ortel.
What makes a good fund manager? A willingness to learn, from your own success and failures, but also from the wisdom of those who came before you, writes Clare Flynn Levy.
Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant, say Antonella Puca, CFA, CIPM, CPA, Paul Kovarsky, CFA, and Sloane Ortel.
We are witnessing the beginning of the artificial intelligence (AI) era. So what do investment managers need to know about AI, deep learning, and machine learning? Larry Cao, CFA, weighs in.
Artificial intelligence (AI) is coming to the investment world. Given AI’s superior computing power and lack of behavioral biases, some in the investment industry and academic circles believe it will come to dominate the sector, says Larry Cao, CFA.
Daniel Blais, CFA, introduces a new metric to help identify and differentiate those investment managers who achieve alpha through skill and those who generate it by luck.
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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
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Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.