Practical analysis for investment professionals 
The efforts of some financial institutions to quantify value at risk (VaR) and other uncertainties, and to establish an effective culture of risk management, have blown up spectacularly at both an organizational and a portfolio level. Read more
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A sharp sell-off in Japanese stocks and indications that the US Federal Reserve will consider tapering its monthly bond purchases combined to drag global equity indices lower in recent weeks. Whether the pullback is merely a hiccup in the market’s continued advance or the start of something more will, in large part, depend on the economic news flow and, in turn, the response of central bankers. Read more
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Discussing his most recent research, Roger Ibbotson argues that liquidity should be given equal standing with size, value/growth, and momentum as an investment style. Read more
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A concise introduction to IPOs for the uninitiated, this book is also an excellent resource for finance professors wishing to supplement investment textbooks that touch only briefly on the IPO process, professionals at the outset of their careers who contemplate moving into IPO investing, and owners of new businesses. Read more
Leave a CommentWith unprecedented changes in the foreign institutional investor quota and related rules, as well as the hint of further new policy moves by the government, the China A-Shares market is starting to attract investor interest once again. Read more
Leave a CommentIn a recent poll conducted in the CFA Institute Financial NewsBrief, we asked readers, “Should fund managers be required to disclose their portfolio holdings on a quarterly basis?” Nearly 77% of the 737 global respondents think fund managers should be required to disclose their portfolio holdings on a quarterly basis, while about 23% of respondents don’t believe managers should have to reveal their positions every three months. Read more
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David Larrabee, CFA, rounds up the most interesting reads for equity investors from the last couple weeks. Read more
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Antoine van Agtmael argues that an industrial renaissance in the United States is eroding the competitive edge of emerging markets. Read more
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