Tag 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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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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Wealth Manager Strategies for Uncertainty: Jean Brunel on Meeting Client Goals

Understanding client goals is the key to effective wealth management, according to Jean Brunel, CFA. In times of unexpected market chaos, that understanding becomes even more important. 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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Investing in the New World Order: Fundamental Analysis Is No Longer Enough

Income disparity, geopolitical instability, political polarization, high debt, and central banks in uncharted territory have changed the reality for investors. 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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The Use, Misuse, and Abuse of Derivatives

Bloomberg’s head of quantitative research delivered guidance on how to extract value and avoid pain from the intricacies of the derivatives market. 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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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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