Practical analysis for investment professionals
04 August 2014

Top Five Articles from July: Decisiveness and Designing Portfolios

Posted In: Best Of

1. Skills That Separate You As an Investment Manager: Decisiveness

Over the course of his investment career, none of the unconventional tools that Jason Voss, CFA, used to improve his results were more powerful than this one.

2. Nobel Laureate Robert Engle on High-Frequency Trading and Portfolio Management

Engle discusses the application of ARCH models in high-frequency trading and how he thinks risk models should be applied in portfolio management.

3. Designing Portfolios: Seven Key Investment Principles to Help Keep Clients on Track

Client emotions can swing from fear to greed (and from hysteria to elation). Ron Florance, CFA, former deputy chief investment officer at Wells Fargo, outlines seven key principles that can help you convince clients to stay the course.

4. Book Review: The Manual of Ideas: The Proven Framework for Finding the Best Value Investments

This book provides an overview of nine value investing strategies, including why each one is expected to work, the uses and misuses of each, and how to identify specific investment opportunities for each strategy. It is useful for both beginning and experienced value investors.

5. Nobel Laureate Robert Engle on VaR, Systemic Risk, and Liquidity

Engle discusses the development of the ARCH model, the global financial crisis, systemic risk, and forecasting liquidity with ARCH models.

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

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About the Author(s)
Jennifer Curry

Jennifer Curry formerly served as managing editor of the Enterprising Investor. Previously, she was the social media manager at the New York Society of Security Analysts (NYSSA). Prior to her work at NYSSA, Curry worked as the senior project editor for a nonfiction imprint at Barnes & Noble Publishing and as an assistant editor at the H.W. Wilson Company. She is the editor of several volumes in the Reference Shelf series, and her writing has appeared in Smithsonian, IndustryWeek, Barnes & Noble Review, and other publications. Curry holds a BS in journalism and a BA in anthropology from the University of Kansas, and an MA in anthropology from Hunter College, City University of New York.

1 thought on “Top Five Articles from July: Decisiveness and Designing Portfolios”

  1. gaurav says:


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