Practical analysis for investment professionals
04 September 2017

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

1. What Happens to the Markets if America Goes to War

Mark Armbruster, CFA, reviews historical capital markets performance during times of war.

2. Three Formulas for Acing Your Next Job Interview

The “CV Queen” Victoria McLean, founder and CEO of City CV, offered some useful tips for acing job interviews in a recent CFA Institute webinar. Julia VanDeren discusses her insights.

3. Ignoring Fees Doesn’t Beat the Market

A large asset manager has claimed their funds beat the S&P 500 93% of the time. Unfortunately, that’s only true without accounting for fees. Preston McSwain explores what to learn from this exercise.

4. What to Call Your Fund

Can luck be multiplied through language? Picking a name for your firm that is both pronounceable and memorable would seem to play some role in the overall success of your effort. After all, you are unlikely to be the only game in town. Will Ortel explains.

5. Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?” Julie Hammond, CFA, examines this and other insights from Zell’s presentation at the 62nd CFA Institute Annual Financial Analysts Seminar.

Honorable Mention

6. Do Index Fund Portfolios Live Up to Expectations?

Are investors expecting more than index funds can deliver? David Allison, CFA, CIPM, weighs in.

If you liked this post, don’t forget to subscribe to the Enterprising Investor.


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.

Image credit: ©Getty Images/kgtoh

About the Author(s)
Paul McCaffrey

Paul McCaffrey is an editor 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.

Leave a Reply

Your email address will not be published. Required fields are marked *



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close