Practical analysis for investment professionals

Mark Fortune

10 Posts

Biography

Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor, Pageant Media, Markets Group, and the New York investment management firm Cohen & Steers.

Author's Posts
Building LLMs in the Open-Source Community: A Call to Action for Investment Professionals

Large language models like ChatGPT are changing the way we think about investing and reshaping roles in the investment profession.

Actively Managed Credit Strategies Can Meet Impact Goals, Alpha Targets

Profitability and sustainability are not mutually exclusive in active credit strategies.

A More Robust Macro Risk Targeting Strategy for Equities

"It is possible to construct equity portfolios that possess out of sample exposure that facilitate more precise targeting of levels of macroeconomic risk exposure."

Can Investor Activism Boost Small-Cap Stock Performance?

In the Financial Analysts Journal, Emmanuel R. Pezier and Paolo F. Volpin analyze a private dataset of a UK fund’s engagements with small-cap newly public firms and demonstrate that “behind-the-scenes” engagements resulted in 8% to 10% in cumulative abnormal returns.

Research and Policy Center Five Most Popular Articles of 2023: Sustainability

For sustainability-related content, readers clicked most on "Applying Economics — Not Gut Feel — to ESG" by Alex Edmans in 2023.

Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession

The Future State of the Investment Industry report draws the most clicks in 2023.

Research and Policy Center Three Most Popular Articles of 2023: Data and Technology

Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.

Research and Policy Center Five Most Popular Articles of 2023: Capital Markets

What are the most popular top five articles of 2023 published under the Capital Markets theme by the CFA Institute Research and Policy Center?

Research and Policy Center 10 Most Popular Articles of 2023

What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?

A Sea Change: Howard Marks, CFA, on the End of Easy Money

“I'm not saying that interest rates are going to go back up. I just think they're done coming down,” Howard Marks, CFA, told Marg Franklin, CFA. "And if that's true, I think we're in a different environment."