Bob Dannhauser, CFA, was the head of global private wealth management at CFA Institute.
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.
How reporters’ word choices, their sentiment and unusualness, can forecast market performance up to six months out.
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 proposal clings to antiquated idea that product sales is reasonable substitute for quality investment advice.
Labor Department takes innovative approach by sidestepping many thorny issues that plagued earlier proposals, but questions remain.
If short-termism is so short-sighted, why does it still dominate investment management strategies and corporate decision-making?
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.
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.