Practical analysis for investment professionals

Joachim Klement, CFA

29 Posts

Biography

Joachim Klement, CFA, is Head of Investment Research at Fidante Capital and a trustee of the CFA Institute Research Foundation. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management. Klement studied mathematics and physics at the Swiss Federal Institute of Technology (ETH), Zurich, Switzerland and Madrid, Spain, and graduated with a master’s degree in mathematics. In addition, he holds a master’s degree in economics and finance.

Author's Posts
What Makes a Great Investor?

What differentiates the Warren Buffetts and Peter Lynches of the world from the run-of-the-mill investor?

How I Generate Investment Ideas

Where do investment ideas come from? Joachim Klement, CFA, shares his process.

10 Rules for Forecasting

Joachim Klement, CFA, has created his own set of rules to use as guidance when forecasting economic or political events.

Diversification: High Dispersion Beats Low Correlation

When advisers talk about diversification their go-to variable is correlation. That's a mistake.

Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.

Analyst Forecasts: Lessons in Futility

It is common knowledge that all forecasts are wrong, but many investors still think forecasting one-year stock returns is a useful exercise, Joachim Klement, CFA, writes.

Reading Around: The Latticework Framework

Want to be a better investor? Joachim Klement, CFA, recommends embracing Charlie Munger's latticework framework and reading around your field.

We Are All Doomed — CBO

The US Congressional Budget Office (CBO) recently published its annual Budget and Economic Outlook, a must-read for anyone interested in where the US economy is heading.

Red States, Blue States: Two Economies, One Nation

Red and blue states vary so much in their economic trajectories that they may as well be two distinct countries, writes Joachim Klement, CFA.

It’s Getting Hot Out There: Investors Need to Pay Attention

As someone who worked directly with climate change data, Joachim Klement, CFA, can assure you: Climate change is real, and investors need to take it into account.



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