The book provides a roadmap on how the financial industry will evolve in response to three structural forces.
Optimal diversification in equity portfolios varies by style.
The GameStop story represents a shift in the balance of power and with it the future of investing and social media.
Jon Lukomnik and James Hawley discuss their new book Moving Beyond Modern Portfolio Theory.
The authors set out the core principles of valuation and offer a guide to measuring a company's value.
What happened at PSERS? And would compliance with standards for calculating and presenting performance have been valuable in this situation?
The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.
CFA Institute recently published the report “Corporate Governance and ESG Disclosure in the EU”, which looks at how corporate governance practices have evolved over the past years and examines the impact of sustainability measures that have been introduced in the European Union in the context of the Renewed Sustainable Finance Strategy and the Action Plan on Financing Sustainability Growth. The study also focuses on how companies can take into account open market perspectives while continuing to seek corporate success and create shareholder value.
Do special-purpose acquisition companies (SPACs) offer any diversification benefits?
The investor community overwhelmingly opposed the changes and more than 200 organizations have written to Congress in support of the CRA resolution. The window to act is short as the clock runs out in early May,