Posted In: Drivers of Value, Economics, Equity Investments, Fixed Income, History & Geopolitics, Leadership, Management & Communication Skills, Performance Measurement & Evaluation, Philosophy, Portfolio Management, Quantitative Methods, Risk Management, Standards, Ethics & Regulations (SER)
Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, writes Sloane Ortel.
How does the CFA designation impact the performance of sell-side analysts who make stock recommendations? Mark Harrison, CFA, and Phil Davis explore recent research on the subject.
Dave Nadig of ETF.com talks to Paul Kovarsky, CFA, about exchange-traded funds (ETFs), smart beta, their evolution, and the criticism they have evoked.
Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Dougal Williams, CFA, shares some valuable investing advice from someone who professed to know nothing about money.
“Finance is being demonized, and it’s being demonized because people don’t understand it,” Mihir A. Desai says. “If we want to stop demonization, we have to make it accessible.”
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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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Tags: analyst recommendations, asset allocation, bonds, Career Development and Soft Skills, CFA Designation, CFA Institute Annual Conference, CFA Program, Chartcrime, charts, Communication, communication skills, economics, equities, ETFs, financial analysis, fundamental analysis, Investment Industry, Investment Management Strategies, Investment process, Portfolio Management Techniques, Regulations Standards and Ethics, Sell side research, Smart Beta
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.