Are you really getting the most out of your investment adviser? Robert Stammers, CFA, director of Investor Education at CFA Institute, walks us through some questions that investors should ask before they sit down for a meeting.
All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute and is responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.
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ING has introduced the first sustainability-improvement derivative, which is tied to a firm's environmental, social and governance performance. Leonie Schreve, global head of sustainable finance, says that the market is evolving but that "there is appetite for sustainability products." Futures & Options World (subscription required) (15 Aug.)
The Commodity Futures Trading Commission should invite broad input from market participants if it intends to end US customers' access to certain foreign derivatives, companies and industry groups say. The CFTC has proposed a process for terminating relief that lets US clients buy derivatives overseas, and the process would give notice only to the foreign entity requesting relief. MLex (subscription required) (15 Aug.)
Jupiter Asset Management has debuted an actively managed global high-yield bond fund. The Global High Yield Short Duration Bond fund holds about 75 bonds, and 70% or more of the portfolio consists of bonds with five years or less remaining to maturity. Investment Week (UK) (14 Aug.)
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