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Bob Dannhauser, CFA

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47 Posts


Bob Dannhauser, CFA, was the head of global private wealth management at CFA Institute.

Author's Posts
Theory to Practice: Siegel and Waring on Retirement Spending Rules

Laurence B. Siegel and M. Barton Waring devised a way to balance an investor’s portfolio concerns by adopting a personal annuity structure, created by relating an asset portfolio’s value to a stream of annual spending over a term related to the remaining lifespan of the investor.

In Fintech Era, Harvesting Signals in Words to Forecast Volatility and Returns

How reporters’ word choices, their sentiment and unusualness, can forecast market performance up to six months out.

Hacking Away at Cybercrime to Keep Investors, Funds Safe

CFA Institute is part of a global working group on asset manager cyber resilience. The estimated annual cost of cybercrime to the world economy is more than $445 billion (almost 1% of its income).

SIFMA Best Interests Standard for Broker-Dealers: Right Words, Wrong Substance

SIFMA proposal clings to antiquated idea that product sales is reasonable substitute for quality investment advice.

DOL Unveils Fiduciary Rules: One Step Forward for Investors

Labor Department takes innovative approach by sidestepping many thorny issues that plagued earlier proposals, but questions remain.

Pension Fund Governance and Long-Term Investing: Why Old Habits Die Hard

If short-termism is so short-sighted, why does it still dominate investment management strategies and corporate decision-making?

Creating Bubbles: Are Asset Managers a Culprit?

New report examines policy implications of asset manager business customs and incentives in context of regulatory efforts to address asset price bubbles.

Political Instability, Sluggish Developed Economies Drive Wary 2015 Market Outlook

As investors begin to think about closing the books on 2014, they shouldn’t be too optimistic about what 2015 might bring, according to the 2015 CFA Institute Global Market Sentiment Survey.

SEC Toughens Money-Market Fund Rules: Floating NAV Addresses Systemic Risks

New rules help address perceived systemic risks posed by money-market funds in times of stress.

Debating Michael Lewis’ “Flash Boys”: High-Frequency Trading Not All Bad

There’s more emphasis on banks and brokers who allegedly step in front of clients’ orders for their own benefit, and less attention to market structure changes that have contributed to tighter spreads, lower trading costs.