Practical analysis for investment professionals

Marc L. Ross, CFA

17 Posts

Biography

Marc Ross, CFA, is an experienced investment professional with a varied skill set that encompasses third party manager research and due diligence, securities compliance, investment advisory, and ERISA qualified plan design, sales, and implementation. In addition to the CFA charter, Ross holds the CFP® and CLU designations.

Author's Posts
Book Review: Risk

Risk: Your Global Guide is a slim but valuable guide to risk management and fraud detection. The book’s message is simple: Understand the basic principles of finance, reduce unintended risk, and obtain a level of reward commensurate with the level of risk that you assume. This high-level perspective allows the reader to see the big picture and understand how fraud at the highest levels of finance and government affects ordinary citizens.

Book Review: Hedge Fund Investing

This introduction to hedge funds is also an instructive work of financial history. It discusses hedge funds in relation to other assets and describes specific hedge fund strategies in detail. It also delves into the nitty-gritty of hedge fund operations. Practical rather than theoretical, the book contains worked examples. And a companion website provides practice questions and guideline answers.

Book Review: Enterprise Risk Management in Finance

Providing a general overview of salient topics in risk management, this book is best suited to the experienced risk manager, who can turn to it for technical guidance and a good, succinct refresher on select topics. The beginner would do well to stick with the book’s qualitative discussions, which can serve as useful points of departure for further study.

Book Review: Geopolitics for Investors

A consultant on foreign affairs and national security issues, the author has written a succinct, nuanced, and thoughtful compendium of geopolitics — for both the less experienced investor and the seasoned professional desiring a brief refresher — that provides a helpful impetus for further discussion and research.

Book Review: Heroes and Villains of Finance

This book introduces the reader to 50 noteworthy personages in numerous facets of finance, from before the Common Era to the present day. The author covers a wide and diverse history of characters that includes academics, philosophers, economists, practitioners, and reprobates. This slender volume makes for an entertaining read that may elicit further interest in the many and varied subjects on which it touches.

Book Review: The Federal Reserve and the Financial Crisis

Adapted from four lectures given by Ben Bernanke in March 2012, this book is a good primer on the workings of the central bank throughout its history, including its role in the recent financial crisis.

Book Review: The Effective Investor: The Definitive Guide for All South Africans

Although certain passages of this book are specific to South Africa’s economy and markets, it has broad applicability beyond that country’s borders. A true renaissance man, author Franco Busetti renders the arcana of markets and modern portfolio theory accessible to both the novice investor and the experienced practitioner.



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