Tag Archives: portfolio management

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

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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

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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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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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For Social Media Success, Be Curious, Conversational, and Patient

A panel of social media experts gave their perspectives on social media’s value proposition and how to best leverage the technology. It turns out it’s not rocket science. 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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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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