Portfolio Management

611 Posts

Book Review: Strategic Value Investing

Strategic Value Investing: Practical Techniques of Leading Value Investors

This book provides a broad overview of value investing and detailed implementation guidelines for a wide variety of value-investing disciplines. The book focuses more on guiding readers in selecting and applying their own approach to value investing than on stories of how the “gurus” achieved success. Read more

3 Comments

Forum: The Future of Active Management

The travails of active managers in recent years have been well-chronicled. Their poor collective performance has led investors to flee actively managed funds for passive products and others to question their relevance. To better understand the challenges facing active managers today, the industry’s response to those challenges, and the likely future state of the industry, CFA Institute is hosting an online forum as part of its Future of Finance initiative. Read more

14 Comments

Book Review: Performance Evaluation and Attribution of Security Portfolios

Performance Evaluation and Attribution of Security Portfolio

Highly recommended for professionals who evaluate portfolio managers (e.g., wealth managers, advisers, fund allocators), this book blends traditional concepts of portfolio evaluation with the latest academic findings. Unlike books that are either concerned exclusively with nuts-and-bolts issues or unduly theoretical, it provides an optimal balance for the benefit of both practitioners and academicians. Read more

1 Comment

Book Review: Keynes’s Way to Wealth

Keynes’s Way to Wealth: Timeless Investment Lessons from the Great Economist

In this examination of the life and investment strategies of John Maynard Keynes, the author argues that the great economist and risk-taking investor believed that it is best to put your investing on autopilot with a sound plan that meets your goals — revisiting it once a year — and then go out and live your life. Read more

4 Comments