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Timing the Market: Momentum and Beyond

Pedro Barroso and his colleagues have studied the studied the time-varying volatility of momentum. among other equity factors, and its usefulness in managing exposure to momentum and its crashes.

Luis Viceira: Activism, Indexing, and the Investment Management Workshop (IMW)

Luis Viceira of the Harvard Business School talks to Paul Kovarsky, CFA, about the industry-specific strategic issues facing our profession and his experiences running the Investment Management Workshop (IMW).

Ethics in Practice: Oh No! Accidental Facebook Post! Case for Week of 15 January

Can an honest mistake actually end up being an ethical or professional conduct violation? Read this week’s case and you decide.

US Corporate Tax Cuts: Investors Should Request Companies Include Income Tax Footnote with 2017 Earnings Release

Investors need to request that the companies they invest in include the income tax footnote along with their 2017 earnings release. Sandra Peters, CFA, explains why.

All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

Ethics in Practice: Performance, Footnotes and Benchmarks. Case for Week of 8 January

Determining whether choices have resulted in misconduct can be challenging, which is why practicing ethical decision making prepares you to make the right choice when faced with a dilemma.

Seven Reasons India Is Primed for Growth

Sameer S. Somal, CFA, and Sloane Ortel offer their insights on investing in India and why the country is poised for growth.

Fiduciary Duty — CFA Institute Issues a Call for Action by SEC

CFA Institute urges three approaches that will clarify that only registered investment advisers can provide personalized investment advice, as well as clarify the role of broker-dealers.

Negotiation Management 101 with Foad Forghani

“Negotiation management is much more than talking and arguing,” said shadow negotiator Foad Forghani.

Autonomous Learning Investment Strategies (ALIS): What a Long Strange Trip It’s Been

“ALIS” stands for  “autonomous learning investment strategies.” The ALIS wave is driven by smaller funds that leverage recent advances in artificial intelligence (AI) and machine learning, the explosion in data availability, and inexpensive cloud computing to generate alpha at a fraction of the cost of traditional managers.