The bond fund managed by Kathleen C. Gaffney, CFA, has an unconstrained mandate, allowing her to invest across asset classes and geographies. She discusses how she manages the risks inherent in investing in such a diverse mix of assets, as well as where she currently sees the most attractive investment opportunities.
This episode of the Take 15 Series was originally released on 13 June 2014.
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David Larrabee, CFA, was director of member and corporate products at CFA Institute and served as the subject matter expert in portfolio management and equity investments. Previously, he spent two decades in the asset management industry as a portfolio manager and analyst. He holds a BA in economics from Colgate University and an MBA in finance from Fordham University. Topical Expertise:Equity Investments · Portfolio Management
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WisdomTree has brought to NYSE Arca an exchange-traded fund that buys stocks of companies that do business primarily through online platforms or marketplaces. The companies can be based anywhere, but all shares purchased by the WisdomTree Modern Tech Platforms Fund must be traded on a US or European exchange. ETF (22 May.)
The European Central Bank wants Banca Carige closed, rather than rescued by Italy, if a buyer cannot be found, sources say. The Italian government has rejected the option and has not ruled out a precautionary recapitalization. Reuters (22 May.)
Investors are concerned a lack of detail concerning compliant indexes in the European Securities and Markets Authority's public register of benchmark administrators will make compliance with benchmark rules difficult. Risk (subscription required) (23 May.)
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