Author Archives: Mark Harrison, CFA

Mark Harrison, CFA, is director of publications at CFA Institute, where he contributes to a suite of publications that includes the Financial Analysts Journal, CFA Digest, and Conference Proceedings Quarterly. He has more than 12 years of investment experience as a portfolio manager and securities analyst. As investment manager of the West Midlands Pension Fund, part of the UK local government pension fund, Harrison managed a portfolio of European equities and had oversight of external managers and hedge fund selection. He is also the author of The Empowered Investor and holds the ASIP designation. Harrison holds BA and MA degrees from the University of Oxford.

Sir Paul Tucker Diagnoses Threats to the Success of Financial Capitalism

“You and your clients have a massive stake in the direction of banking reforms,” Sir Paul Tucker told the audience during his presentation at the 70th CFA Institute Annual Conference. Read More

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Changes in Geopolitical Perspectives: “A World That Will Fragment”

Geopolitical analyst Peter Zeihan foresees simultaneous political crises that will erode local state authorities, unleashing violence and terrorism. Capital flight, driven by geopolitical concerns, will surely follow. Read More

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Best Practices in Pension Fund Management: The Canadian Model

What is the highly acclaimed Canadian public pension fund model, and can its methods be translated to other countries? Read More

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Essential Reading for Investing in a Changing World

Mark Harrison, CFA, shares insights for #CFAInvest delegates ready to explore the risks, opportunities, and challenges facing the global investment profession. 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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A Specter Overhanging Europe

The eurozone needs to address its lingering debt crisis before it loses the trust of international investors. Read More

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Advance Reading for the Annual Conference: Disentangling Risks, Global Debt, Demography, Geopolitics

Mark Harrison, CFA, selects some pre-conference reading for investment professionals facing some of the most irksome challenges of their careers. Read More

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Unapologetic after All These Years: Eugene Fama Defends Investor Rationality and Market Efficiency

The father of modern finance took on critics of efficient markets and issued stinging rebukes of “too big to fail” banks, pension plans, active management, and behavioral finance. Read More

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James Montier: More Realistic Financial Models Incorporating Illiquidity and Leverage Are Needed

Financial theorists, policymakers, and practitioners created the financial crisis with “bad models, bad policies, bad incentives, and bad behavior,” said James Montier of GMO UK Ltd. Read More

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