Practical analysis for investment professionals 
“For years and years — decades, really — the standard of comparing costs in mutual funds has been to take their total expense ratio, . . . but there are an awful lot of costs involved in mutual funds that aren’t in the expense ratio,” John C. Bogle said, when discussing his latest research. Read more
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It may seem as if the behavioral admonitions and lessons of behavioral finance are difficult to even recognize, yet alone correct. Essentia Analytics’ intelligent decision support software may provide an answer. Read more
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Oaktree Capital’s founder and chairman Howard Marks publishes periodic memos that are widely considered “must reads” for those in the investment industry, and his latest missive should be no exception. In “Dare to be Great II,” Marks’s follow-up to a … Read more
Leave a CommentHigh-frequency trading (HFT) accounts for more than half of equity trades in the United States and represents a growing share of traded volume in Europe and Asia. Although there is no sole definition of HFT, it is often thought of as proprietary trading done through powerful IT hardware and programs to get an edge in order execution over very short time intervals. Read more
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Turkey, a member of the G-20 and one of the largest emerging markets, has been making headlines recently for its economic and political turmoil. To get a local perspective on the situation, we spoke with Attila Koksal, CFA, a seasoned investment professional based in Istanbul. Read more
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What are the different environmental assets in which investors can invest? A new short book, Environmental Markets: A New Asset Class, answers this question and explains the role of markets in reducing pollution and environmental degradation, thereby protecting the natural … Read more
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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: introspection. Read more
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Recent debate suggests a general lack of good information on high-frequency trading available to the general public. Fortunately, high-frequency trading is an issue that we follow at CFA Institute, and with the goal of providing relevant information in mind, here is a short, curated list of some of our content on the issue — an issue that we think is here to stay for years to come. Read more
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Retirement security is a key area of focus for the Future of Finance initiative at CFA institute, and we hosted an online forum featuring a panel of experts with varied backgrounds and perspectives to examine the size and scope of the public pension funding gap, debate its causes, and to consider potential solutions. Read more
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Highlights from the month of March include insights from the Oracle of Omaha and the financial pro known as the “Sherlock Holmes of accounting.” Read more
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