Performance Measurement & Evaluation
Adam Tooze considered where the global financial crisis has left us, how it has affected politics and geopolitics, and what the prospects are for the world to manage a future crisis.
Daniel Brocklebank, CFA, warns that asset owners and money managers must balance incentives carefully so that both groups get what they want.
The integration of environmental, social, and governance (ESG) factors into the institutional investment analysis and decision-making process is a mega-trend that investors can no longer ignore, says Emily Chew.
Omar Selim uses self-learning quant models and big data to perform ESG analysis, and he explained to other investment professionals why they would soon need to do the same.
In the 300 years since John Wesley’s sermon "The Use of Money," responsible investing has evolved from the moral stance of a few to an approach now widely endorsed by global institutions and hotly pursued by millennials and seasoned advocates alike. So, where will it go from here?
Spectacular advances in computer-processing power, visualization methodologies, and other innovative techniques are now eroding boundaries among risk, performance, and investment decision-making professionals.
The hormonal catalysts that prompt excessive approaches to risk could be driving irrational swings in the marketplace.
At the 2014 European Investment Conference, Stephen Campisi, CFA, head of institutional thought leadership at US Trust, presented goals-based performance analysis as a radical departure from the usual attribution approach.
Delegates attending the Research Foundation Workshop for the Practitioner, held in advance of the 67th CFA Institute Annual Conference, can learn about investment manager selection and asset allocation.
At the 67th CFA Institute Annual Conference, statistician and author Nate Silver will discuss how to avoid turning big data into mangled data.