Tag Archives: portfolio management
Adapting to a New Reality: Investment Firms of the Future
Shifting cultural norms and quantum leaps in technology are accelerating change in the investment management industry. Read More
The Rise of Active Indexing through ETFs
The real ETF-inspired disruption is in active indexing, says Joanne M. Hill. Read More
ESG Investing’s Growing Influence
The integration of environmental, social, and governance (ESG) factors into the institutional investment analysis and decision-making process is a mega-trend that investors can no longer ignore, says Emily Chew. Read More
Top 10 Steven Eisman Quotes from Hong Kong
Steven Eisman delivered an hour’s worth of pithy and insightful comments on the global financial crisis, the markets, and the finance industry. Read More
Chinese Government Bonds: The Elephant in the Room
China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy. Read More
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
Navigating the Markets in a Year of Transition
Elizabeth Corley described 2017 as a year of transition as she shared her outlook on the economy, geopolitics, fiscal and monetary policy, and their implications for global investors. And while she characterized the environment as challenging and struck a cautious tone, she also offered hope and some words of advice for beleaguered active managers. Read More
Differentiate Yourself: Building a Client-Oriented Culture
What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA. Read More
Karen Firestone on Taking the Right Risks
By applying four tenets of sensible risk taking, Karen Firestone finds better outcomes. Read More
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
