Category Archives: Portfolio Management

Adapting to a New Reality: Investment Firms of the Future

Shifting cultural norms and quantum leaps in technology are accelerating change in the investment management industry. Read More

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The Rise of Active Indexing through ETFs

The real ETF-inspired disruption is in active indexing, says Joanne M. Hill. Read More

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ESG Investing’s Growing Influence

The integration of environmental, social, and governance (ESG) factors into the institutional investment analysis and decision-making process is a mega-trend that investors can no longer ignore, says Emily Chew. Read More

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Top 10 Steven Eisman Quotes from Hong Kong

Steven Eisman delivered an hour’s worth of pithy and insightful comments on the global financial crisis, the markets, and the finance industry. Read More

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Risk and Opportunities in Frontier Markets

Some investors find that the chaos inherent in frontier markets offers a chance to profit from molding disorder into order. Read More

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Chinese Government Bonds: The Elephant in the Room

China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy. Read More

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Staying Ahead of the Curve in Global Investing

The 71st CFA Institute Annual Conference has been designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment. Read More

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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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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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