Practical analysis for investment professionals

Lisa M. Laird, CFA

2 Posts

Biography

Lisa M. Laird, CFA, is a principal and senior adviser at Hightree Advisors, LLC. She is a foundation trustee and is a former chief investment officer, investment committee member, board member, and investment consultant. Contact her at lisa.laird@hightreeadvisors.com.

Author's Posts
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.



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