Category Archives: Investment Topics

Paul Smith, CFA: Reasons to Believe

Paul Smith, CFA, urges his colleagues to breathe life into the idea of a “new professionalism.” Read More

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Is Your Gray Rhino Plan in Place?

“The most obvious thing is what escapes us,” says author Michele Wucker. Her advice to financial professionals? Identify and plan for the obvious gray rhinos. Read More

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Lie Detection in a Post-Truth World

“Everybody knows we are in a post-truth world,” deception detection expert Pamela Meyer told delegates at the 70th CFA Institute Annual Conference in Philadelphia. “People will tell you anything.” So what are the verbal and nonverbal clues indicating someone might be deceiving us? Read More

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Complementing #CFAedge Sessions: Student Networking and Social Opportunities

Personal connections made by #CFAedge delegates outside of conference sessions can be just as valuable as the investment perspectives shared by established luminaries and influential practitioners. Read More

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Firm Commitment

Do you have the right stuff to start your own investment firm? Read More

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Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

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Karen Firestone on Taking the Right Risks

By applying four tenets of sensible risk taking, Karen Firestone finds better outcomes. Read More

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The Death of Private Equity Has Been Over-Reported

Will Ortel takes the pulse of private equity, reviewing the evidence provided by Professor Claudia Zeisberger, founder of INSEAD’s Global Private Equity Initiative. Read More

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Predicting Bond Default Rates: Martin Fridson’s Method

Most projected high-yield bond default rates in the marketplace, asserts Martin S. Fridson, CFA, are based on a calculation method that is wrong for a number of reasons. Read More

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Building Long-Term Value: 10 Trends in Asset Stewardship

In Montréal, Rakhi Kumar discussed trends in investor engagement that she has seen in her role as managing director and head of corporate governance at State Street Global Advisors. Read More

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