Monthly Archives: February 2015

5 Questions for Global Investment Professionals in 2015

A select group of practitioners that convenes to discuss developments in the capital markets — and society at large — has identified five issues that will be important to examine at the 68th CFA Institute Annual Conference. Read More

Posted in Behavioral Finance, Economics, Event Details, Investment Topics, Quantitative Methods, Standards, Ethics & Regulations (SER) | Tagged , , , , , | Leave a comment

Capital Conundrum: Evaluating a Management Team’s Research and Development

Lag time, accounting rules, and dollar-for-dollar mapping challenges make research and development spending tough to evaluate, and yet it is central to the analyst’s understanding of some firms. Read More

Posted in Corporate Finance, Financial Statement Analysis, News, Speakers | Tagged , , , | Leave a comment

Wealth Manager Strategies for Uncertainty: Jean Brunel on Meeting Client Goals

Understanding client goals is the key to effective wealth management, according to Jean Brunel, CFA. In times of unexpected market chaos, that understanding becomes even more important. Read More

Posted in Investment Topics, News, Portfolio Management, Private Wealth Management | Tagged , , , , , , | Leave a comment