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Thinking Like Your Clients: Goals-Based Performance Analysis
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.
Restoring Trust in Finance: Remember That “It’s Always Someone Else’s Money”
Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession.
The Providers of Investment Advice; What Kind of Adviser do You Have?
There are few people, whether individual investors or professionals in the field, who make investment decisions entirely on their own.
Those working in the investment business have a wide variety of resources that they can tap. In today’s world… READ MORE ›