EU regulator ESMA recent published rules overhauling ETF and UCITS rules. Graziella Marras examines how the regulations benefit investors. Read more
Leave a CommentJuly 2012
We’ve all heard about the mountains of cash that are just sitting on corporate America’s balance sheet, stashed away in bank accounts overseas earning next to nothing in interest. What should companies do with all that cash they have on … Read more
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In an era of low investment returns, the traditional approach to asset allocation and portfolio management is giving way to a new model that holds the promise of working better during periods of instability and crisis. Read more
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Part of the outrage over the LIBOR scandal stems from the meager actions taken by regulators in punishing the manipulators of these interest rates, along with the feeling among investors that the regulators were indifferent, even complicit. This begs the question, why has so little been done by regulators to date? Read more
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Building on the success of its inaugural competition, XBRL US recently announced the 2nd Annual XBRL Challenge, which seeks “to discover the top open source analytical tools that can mine XBRL-formatted corporate financial data from the SEC’s EDGAR database.” CFA Institute is co-sponsoring the event for a second year in an attempt to raise XBRL awareness among investors. Read more
Leave a CommentOne thing fashion and investment strategies have in common is that they are susceptible to fads, short-lived moments of intense collective enthusiasm. The 1970s had bell-bottoms and the Nifty Fifty; the ’80s, Mohawks and precious metals; the late ’90s, Tamagotchi … Read more
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The Yale University economics professor reminded delegates at the CFA Institute Financial Analysts Seminar last week that cynicism about finance and financial innovation is a symptom of misplaced frustration with today’s crises. Read more
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In “Real Talk With Sheila Bair: Leave These Folks Penniless Or In Jail,” the former U.S. bank regulator offers her assessment of the financial industry, from the controversial Volcker Rule and JPMorgan’s trading losses to the LIBOR scandal and how regulators should punish bad behavior by banks. Read more
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These books deepen our knowledge of the key issues surrounding the global financial crisis. Although both works suffer somewhat from a myopic viewpoint, together they enhance the finance professional’s understanding of the crisis and its causes. Read more
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The independent pay consultant — after working with the compensation committee of the Best Buy board for the last 7 years — resigned earlier this month, reportedly over retention bonuses paid to over 100 Best Buy managers and executives. Matt Orsagh, CFA, CIPM, discusses the impact on investors. Read more
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