Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
George Friedman: A US Recession Is Imminent, So Watch Germany

George Friedman will be watching how one last piece of the global financial crisis plays out very carefully. Peter M.J. Gross explains.

Ambiguity Tolerance Beats Artificial Intelligence

What can artificial intelligence (AI) do for the investment management industry? What can't it do? Markus Schuller provides his insights.

Peltz’s Tentative and Tenuous Triumph over P&G Points to Proxy Process Problems

Current proxy rules work against shareowners who are trying to vote in alternative and independent board members, but it is shortsighted of firms to ignore owners’ interests.

Beyond Modern Portfolio Theory: Liability-Driven Investment Strategies

The portfolio construction techniques popularized by modern portfolio theory (MPT) are not always practical, writes Dan Tammas-Hastings, CFA. That's why liability-driven investment (LDI) strategies are generating increased attention.

Productive Conflicts: Advancing through Mindfulness

Using mindfulness to overcome biases and resolve conflicts can create new opportunities.

Investment Strategies amid Uncertainty

“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover provides a synopsis.

Ethics in Practice: Firm’s Funds Are Best Investment, Right? Case for Week of 20 November

It seems obvious that investment managers would prefer their firm’s funds over non-proprietary funds, and clients should expect that. But is it that straightforward?

The 2018 Middle East Investment Conference to Take Place in Cairo

International thought leaders, policymakers, industry experts, and key market participants will convene in Cairo, Egypt on 23 April for the 2018 CFA Institute Middle East Investment Conference.

US Treasury Report on Asset Management Affirms Position of CFA Institute

The asset management industry does not pose the same types of systemic risks to the economy as the banking industry does, and the US Treasury agrees.

Ethics in Practice: Just Being a Shrewd Investor. Case for Week of 13 November

All investment managers want to earn good returns, so why would they not leverage investment information they happen to hear or read about?