Practical analysis for investment professionals
Biography
Karyn Williams, PhD, is the founder of Hightree Advisors, LLC, an independently owned provider of investment decision tools, success metrics, and risk information. She is a chief investment officer, foundation trustee, independent public company director, and a former investment consultant. She earned a BS in economics and a PhD in finance, both from Arizona State University. Contact her at [email protected]
Author's Posts
On Investment Objectives and Risks, Clear Communication Is Key, Part 3
Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.
On Investment Objectives and Risks, Clear Communication Is Key, Part 2
Standard deviation fails to characterize risk in a way that matters to most investors.
On Investment Objectives and Risks, Clear Communication Is Key, Part 1
Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.