Category Archives: Risk Management

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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Progress Interrupted by Populism

Scarcely any attendees at the 70th CFA Institute Annual Conference thought that the populist tide had peaked and would start subsiding. Panelists Neil Howe, Michala Marcussen, CFA, and Willis Sparks discussed what it meant for global economies. 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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Deductive, Inductive, Pragmatic: Three Views on Investment Risk

Risk management approaches run the gamut from philosophy to science to herd mentality. Read More

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Bill Sharpe on Retirement Planning: “I Would Prefer to Default People into an Annuity”

“Many people who are lower- and middle-income really are taking a big risk if they do not annuitize to some extent — a risk of basically running out of money,” he tells the FT‘s John Authers. Read More

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Manager Selection and Asset Allocation: Practitioner Workshop

Delegates attending the Research Foundation Workshop for the Practitioner, held in advance of the 67th CFA Institute Annual Conference, can learn about investment manager selection and asset allocation. Read More

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Cliff Asness on Sources of Return for Investment Portfolios

In these Financial Analysts Journal articles, Cliff Asness discusses quantitative research — the force behind his firm’s dramatic growth to manage US$80 billion in assets. Read More

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Securities Research: What Every Sell-Side Analyst Should Know

Consultant Jeremy Bolland offers some simple tips for managing and mitigating the risks associated with writing and publishing research reports. Read More

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How to Invest in a Low-Yield World

Lim Chow Kiat, CFA, group chief investment officer of the Government of Singapore Investment Corporation, tackled one of the most vexing questions in the investment world today: how to invest in a low-yield world. Read More

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