Practical analysis for investment professionals
Book Review: Behavioral Risk Management

The author proposes debiasing techniques that can improve the practice of operational risk management by countering behavioral biases.

ESG: The X-Ray of Finance

Rising interest rates will make environmental, social, and governance (ESG) factors one of the most important sources of alpha for investment managers, according to Omar Selim.

Best of 2017: Top Stories for Investors

Jason Voss, CFA, unveils his choices for investor stories of the year. The winner is a presentation about the oddities of exchange-traded funds (ETFs) that have gone unnoticed by investors and their advisers.

Pakistan: The Growing Pains of an Emerging Market

The key dilemmas facing Pakistan’s equity market — a small investor base, few new listings on the Pakistan Stock Exchange (PSX), and shrinking turnover — are tied to the lack of trust among investors and issuers as well as unnecessary compliance and tax burdens. It will take greater professionalism among the intermediaries and the rationalization of compliance and taxation by regulators and tax authorities to realize the market's potential.

Good Financial Adviser/Bad Financial Adviser

Inspired by a Ben Horowitz essay, Isaac Presley, CFA, sets out to define what differentiates the good financial advisers from the bad ones.

US Corporate Tax Cuts: Two Boogeymen to Keep in Mind

The yet-to-be-completed US tax bill reducing the corporate tax rate from 35% to 20% and encouraging the repatriation of earnings is generally seen by investors as a positive development. But investors should be mindful of several resulting tax consequences that may decrease valuations and corporate earnings once the bill is enacted.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Innovating in Zeros: Skype Co-Founder Finds Lessons in Failure

“Success is going from failure to failure with the same enthusiasm,” says Skype co-founder Jonas Kjellberg.

Book Review: Adaptive Markets

The concepts presented in Adaptive Markets relate to all types of investors, assets, and markets. Andrew Lo reviews efficient markets, the random walk, and standard risk/reward measures in investments.

Best of 2017: Financial Analysts Journal, CFA Digest, and In Practice

What can we learn from downloads of CFA Institute publications in 2017? Mark Harrison, CFA, sifts through the most popular CFA Institute Financial Analysts Journal articles as well as CFA Digest and In Practice summaries to uncover a few themes.



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