Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.
Instead of developing a one-size-fits-all rubric or concentrating on honing their social savvy, whether interpersonally or via social media, private wealth managers might be better served by focusing on their metrics, their risk mitigation, and, especially, the development of individualized strategies designed for clients' particular situations, that take into account what they ultimately want to achieve with their wealth.
Last Thursday, the Chinese stock market did something unusual. It took a headlong dive, with the CSI 300 and the Shanghai Composite indices falling 6.7% and 6.5%, respectively. We asked CFA Institute Financial NewsBrief readers what they made of these developments.
Highlights from May include Lars Kroijer's examination of the benefits of diversification; the latest installment in the multi-asset strategy series by Larry Cao, CFA; and an in-depth survey of the most common accounting errors analysts make by Jason Voss, CFA.
Leading articles from April explore the future of the investment management industry, the concept of margin of safety, and how behavioral finance can help predict whether a CEO will handle capital well, among other topics.
Given the rapid pace of change in the finance industry in recent years, it’s hard to foresee what types of skills will prove most essential to investment professionals in the years ahead. So we asked readers which areas of expertise they anticipate will be especially crucial to success a decade from now.
Top articles from March include an exploration of the risks and rewards of retirement, Nouriel Roubini's take on the unconventional monetary policies adopted in the wake of the Great Recession, and several entries by Larry Cao, CFA, from his series on multi-asset strategies.
Highlights from February include an update from Ted Seides, CFA, seven years into his famous 10-year bet with Warren Buffett; an examination of Islamic finance's track record and future prospects; an online forum exploring the question of whether finance is a noble profession; and more.
Top articles from January explore the recent oil price plunge, the fundamental utility of bitcoins, what the recent moves by the Swiss National Bank (SNB) mean for the interplay between central banks and markets, and offer some revealing charts on deflation and other topics.
Highlights from December include examinations of how the US shale oil boom could impact real estate in London and Aswath Damodaran's recommendation that investment managers fuse numbers and narratives in stock valuations.
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