Tag Archives: financial models

Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. 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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Crowdsourcing Investment Insights: How and Why It Works

A trio of entrepreneurs explain how their startup companies are harnessing the power of social media and online collaboration to enhance investment research. 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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Nate Silver and the Shortcomings of Big Data

At the 67th CFA Institute Annual Conference, statistician and author Nate Silver will discuss how to avoid turning big data into mangled data. Read More

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Investment Risk in the Real World

If volatility is not a good measure of risk, what are the risks that actually matter? The founder and CIO of APS Asset Management outlines six. Read More

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Day 2 Recap: Central Banking, Strategies for a Low-Yield World, Notable Quotes (Video)

CFA Institute content directors Ron Rimkus, CFA, and Jason Voss, CFA, highlight more key takeaways from the 66th CFA Institute Annual Conference in Singapore. 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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Nobel Prize Winner Thomas Sargent on Risk, Ambiguity, and Investment Decision Making

The New York University professor contends that investors often mistake ambiguity premia for risk premia because of faulty financial models. Read More

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