Monthly Archives: May 2015

Public Debt, Bitcoin, and Shadow Banking: Perspectives from the 68th CFA Institute Annual Conference

Speakers and attendees have been sharing their experiences from the 68th CFA Institute Annual Conference, extending the conversation around global and regional financial issues that continue to influence their profession. Read More

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Long-Termism: An Opportunity Worth Seizing

Long-termism is a hot topic in our profession and the dialogue is now extending to a new era of fiduciary capitalism that emphasizes the role large asset owners can have. Read More

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You Already Invest with Impact — Do You Do It Intentionally?

The investment community is coming to a powerful consensus: Investments have impact. When you match unused capital with an unfunded need, the magic of business happens. Read More

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Charles de Vaulx: Seeking Value in an Overpriced World

Charles de Vaulx, CIO of International Value Advisers (IVA), subscribes to the classic value investing principles practiced by Benjamin Graham and his disciples, including Walter Schloss and Warren Buffett. But he is hardly a clone. Read More

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Integrating ESG Considerations with Fixed Income

The traditional investment approach to fixed income links the credit risk of a security to financial metrics like profitability, leverage, and productivity. But modern responsible investing goes beyond that. It also integrates environmental, social, and governance (ESG) metrics for a more complete risk assessment. Read More

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Ian Bremmer: Geopolitics Is Unstable and Dangerous Now

Ian Bremmer maintains that the current geopolitical state of the world is unstable and dangerous. Read More

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Bright Future for ESG in Active Ownership

Confronting the muddle surrounding environmental, social, and governance (ESG) investing, Michael Viehs and Alex Money provided a road map for accessing ESG issues at the 68th CFA Institute Annual Conference. Read More

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The ECB and QE: A Risky Experiment

Long-time central bank watchers will not be surprised to hear that Jürgen Stark is skeptical about the program of quantitative easing (QE) launched by the European Central Bank (ECB) on 22 January. Read More

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Paul Smith, CFA, to the Industry: “We Need to Hire and Promote More Women”

Having more women represented in the industry, and not just when they are in their early careers, is ultimately good for the end investor. Read More

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Sovereign Wealth Funds (SWFs) Are Poised to Change the Business of Asset Management

Financial intermediaries beware. Sovereign wealth funds (SWFs) have the size and scale to change the traditional model of investment management. Read More

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