Practical analysis for investment professionals
01 June 2015

Top Five Articles from May: Accounting Mistakes and Disruptive Technologies

Posted In: Best Of

1. The Top Five Accounting Mistakes Analysts Make

Shocking as it may seem, most research analysts and investors still commit elementary accounting errors when analyzing financial statements. Jason Voss, CFA, discusses some of the more common mistakes — and how to counteract them.

2. Is Your Portfolio Ready for an Invasion of Disruptive Technologies?

Something amazing this way comes, writes John Rubino. An invasion fleet of perennial “next big things” that have disappointed futurists (for decades in some cases) and provided ammunition for skeptics is finally set to arrive.

3. The Diversification Dividend

The world equity portfolio is the most diversified equity portfolio available, says Lars Kroijer. Investing abroad in a geographically diversified way is easier than it used to be, and there are some great reasons to do it.

4. To Cope with More Volatile Markets, Take a Lesson from Football Managers

Thinking about how best to design a more robust investment strategy to deal with the prospect of increased volatility becoming the new normal, the best model that comes to mind is from a sporting context, according to Vincent McCarthy, CFA, specifically football (or soccer, to most Americans).

5. Portfolio Evaluation: Benchmarking for Success 

Can portfolio evaluation be done in a way that helps investment managers succeed? For the latest installment in his multi-asset strategy series, Larry Cao, CFA, posed this question to some of the smartest institutional investors around. Here’s what they had to say.

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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.

Photo credit: ©iStockphoto.com/JJPan

About the Author(s)
Paul McCaffrey

Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.

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