31 August 2014

Top Five Articles from August: Essential Steps in Portfolio Management

Posted In: Best Of

1. Seven Essential Steps in Portfolio Management

“Even if you are an excellent financial analyst, this alone is insufficient to make you a successful fund manager,” says Dato’ Cheah Cheng Hye, chairman and co-chief investment officer of Value Partners.

2. Powerful Books That Shaped My Thinking

Ron Rimkus, CFA, shares the books that had the greatest influence on his thinking and maturity as an investor.

3. How to Read between the Lines of Asian Financial Statements

In a recently released book — the only of its kind — two trained accountants and seasoned analysts illustrated a disciplined approach to identify accounting irregularities using actual examples of Asian companies.

4. Philippines: From “Sick Man of Asia” to “the Next Asian Miracle”

The Philippine economy has come a long way in recent years, but daunting issues remain. Can it sustain the momentum?

5. Skills That Separate You as an Investment Manager: Absolute vs. Relative Decision Making

If you would like to separate yourself from the crowd of highly motivated and highly intelligent candidates try adding the following to your arsenal of skills: absolute vs. relative decision making.

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

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About the Author(s)

Jennifer Curry

Jennifer Curry formerly served as managing editor of the Enterprising Investor. Previously, she was the social media manager at the New York Society of Security Analysts (NYSSA). Prior to her work at NYSSA, Curry worked as the senior project editor for a nonfiction imprint at Barnes & Noble Publishing and as an assistant editor at the H.W. Wilson Company. She is the editor of several volumes in the Reference Shelf series, and her writing has appeared in Smithsonian, IndustryWeek, Barnes & Noble Review, and other publications. Curry holds a BS in journalism and a BA in anthropology from the University of Kansas, and an MA in anthropology from Hunter College, City University of New York.