Top Five Articles from January: India, ETFs, and Vollgeld

By Paul McCaffrey

Posted In: Drivers of Value, Economics, Equity Investments, History & Geopolitics, Performance Measurement & Evaluation, Portfolio Management, Standards, Ethics & Regulations (SER)

1. How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant, say Sloane Ortel, Paul Kovarsky, CFA, and Antonella Puca, CFA, CIPM.

2. Seven Reasons India Is Primed for Growth

Sameer S. Somal, CFA, and Sloane Ortel offer their insights on investing in India and why the country is poised for growth.

3. The Vollgeld Initiative: A Primer

Switzerland will vote on a measure to end fractional reserve banking in 2018. Known as the Vollgeld, or “Full Money,” Initiative, this proposal could transform modern finance as we know it. Jason Voss, CFA, curates a helpful reading list.

4. Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.

5. Timing the Market: Momentum and Beyond

Pedro Barroso and his colleagues have studied the studied the time-varying volatility of momentum. among other equity factors, and its usefulness in managing exposure to momentum and its crashes.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

Tags: central banking, emerging markets, equities, estate planning, fractional reserve banking, India, investment decisionmaking, Investment Industry, Investment Management, Markets and Economics, momentum investing, Monetary Policy, power of attorney, Vollgeld, wealth management

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About the Author(s)

Paul McCaffrey

Paul McCaffrey was formerly the editor of Enterprising Investor at CFA Institute. Prior to that role, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and On Wall Street, among other publications. He is a graduate of Vassar College and the Craig Newmark Graduate School of Journalism at CUNY.