Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

By Paul McCaffrey

Posted In: Drivers of Value, Economics, Equity Investments, Fixed Income, History & Geopolitics, Leadership, Management & Communication Skills, Performance Measurement & Evaluation, Philosophy, Portfolio Management, Quantitative Methods, Risk Management, Standards, Ethics & Regulations (SER)

1. Chart Crimes and Misdemeanors

Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, writes Sloane Ortel.

2. In Practice Summary: Assessing the CFA® Program’s Value

How does the CFA designation impact the performance of sell-side analysts who make stock recommendations? Mark Harrison, CFA, and Phil Davis explore recent research on the subject.

3. ETFs and Smart Beta: From Invisible Hand to Invisible Octopus

Dave Nadig of ETF.com talks to Paul Kovarsky, CFA, about exchange-traded funds (ETFs), smart beta, their evolution, and the criticism they have evoked.

4. Three Investing Lessons from My Mom

Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Dougal Williams, CFA, shares some valuable investing advice from someone who professed to know nothing about money.

5. Why Everyone Hates Finance and What to Do about It

“Finance is being demonized, and it’s being demonized because people don’t understand it,” Mihir A. Desai says. “If we want to stop demonization, we have to make it accessible.”

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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.

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About the Author(s)

Paul McCaffrey

Paul McCaffrey was formerly the editor of Enterprising Investor at CFA Institute. Prior to that role, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and On Wall Street, among other publications. He is a graduate of Vassar College and the Craig Newmark Graduate School of Journalism at CUNY.