Category Archives: Risk 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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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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Investing and Withdrawal Strategies During Retirement: The “Retire Well” Bucket Approach

Today retirees face five perils: inflation, investment, longevity, withdrawal, and healthcare risk. Providend Ltd. CEO Christopher Tan says retirees need a plan not only to cope with these risks but also to provide reliable income. Read More

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Monitoring, Managing, and Hedging against Tail Risks

Robert Litterman of Kepos Capital and Pranay Gupta, CFA, of Lombarad Odier Darier Hentsch will speak at this year’s Research Foundation Workshop for the Practitioner, focusing on identifying and protecting against tail risk. Read More

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