Monthly Archives: June 2017

Frances Barney, CFA, on Tackling Enterprise Investment Risk Management

Enterprise risk management goes beyond taking information from investment managers at face value, but it’s a better way to get a picture of the investment risks involved. Read More

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Seizing Opportunity in Philadelphia

Some call them destiny-defining moments, and others may call them opportunities of a lifetime, but one thing is certain: they greatly reward those who grab them Read More

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Recovery or Expansion? A View of the US Economy

Goldman Sachs Senior Investment Strategist Abby Joseph Cohen, CFA, sees the United States looking far healthier than it did during the years in and around the 2008 financial crisis. Read More

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The Sharing Economy and the Evolution of Crowd-Based Capitalism

Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations. Read More

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Emerging Market Equities: Unloved and Under-Owned

Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets. Read More

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10 Habits of Highly Effective Job Seekers

The best job searches end quickly. When they don’t, Robert Hellmann recommends looking at 10 actions that could revitalize your efforts. Read More

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The Importance of Avoiding Unintended Bets in Your Investment Portfolio

At the 70th CFA Institute Annual Conference, Robert P. Browne, CFA, CIO at Northern Trust, discussed his team’s investment process and warned portfolio managers about understanding the full extent of the implied bets made with their investments. Read More

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Thaler on Choice Confusion: To Intervene or Not to Intervene

Richard H. Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway: If only we could learn. Read More

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How Can Investment Firms Find their Way to Greatness?

The challenges facing investment professionals looking to build great firms are complex and intricate, but industry leaders agree that it is important to address the issues. Read More

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