Category Archives: Portfolio Management

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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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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Charles de Vaulx: Seeking Value in an Overpriced World

Charles de Vaulx, CIO of International Value Advisers (IVA), subscribes to the classic value investing principles practiced by Benjamin Graham and his disciples, including Walter Schloss and Warren Buffett. But he is hardly a clone. Read More

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