Category Archives: Portfolio Management

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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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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Applied Fintech: Combining Invest-Tech’s Building Blocks

Everyone in the investment business wants to talk about fintech. But what about invest-tech? Read More

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Generating Alpha by Exploiting Market Anomalies

Net of fees, the average active investor will underperform the stock market. Yet empirical data also suggest that there are a number of market anomalies that have persisted over time, and disciplined investors can exploit them to generate outsized returns, Peter Berezin says. Read More

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Think Different, But Be Right

How do you differentiate yourself from other professional investors? Rupal J. Bhansali uses a process of elimination, screening out companies with unattractive characteristics so that an attractive opportunity set “rises to the top like cream over milk.” Read More

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Daniel Goleman: Finance as a Force for Good

Investment professionals across the globe need to take the long view and bend the arc of the future away from being self-focused and toward caring about others, says Daniel Goleman. Read More

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Responsible Investment Is Coming of Age

In the 300 years since John Wesley’s sermon “The Use of Money,” responsible investing has evolved from the moral stance of a few to an approach now widely endorsed by global institutions and hotly pursued by millennials and seasoned advocates alike. So, where will it go from here? Read More

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The Promise of Africa

Bob Geldof shared a stirring vision for Africa. Not surprisingly, the lifelong activist pulled no punches in calling on finance to do its job and invest in the continent. Read More

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Success = Analysis + Communication

Well-known investment blogger Tom Brakke, CFA, of The Research Puzzle-fame, believes that good communication is the undiscovered country when it comes to the ultimate success of the industry. Read More

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Confused, Yet Convinced: The Market View of Financial Technology

AirBnB has no real estate. Uber has no drivers. Will the investment services of the future have no money? Read More

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