Category Archives: Investment Topics
Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times
An adviser’s ability to help a client through times of grief can be the most meaningful part of their relationship. Read More
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
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
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
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
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
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
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
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
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
