Practical analysis for investment professionals

Paul McCaffrey

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80 Posts


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.

Author's Posts
A More Personalized Approach to Private Wealth

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.

For Investors, Uncertainty Reigns

Investment professionals have had ample reason to reach for the antacid in the past week.

The Chinese Stock Market Plunge: What Was That About?

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.

Top Five Articles from May: Accounting Mistakes and Disruptive Technologies

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.

Top Five Articles from April: Equity Exposure and Margin of Safety

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.

Poll: Which Skill Will Be Most Important for Investment Professionals in 10 Years?

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 Five Articles from March: Roubini, Retirement Risks, and Multi-Asset Strategies

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.

Top Five Articles from February: The Buffett Bet, Islamic Finance, Charts, and Curiosity

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 Five Articles from January: Oil Prices, Bitcoins, Swiss Francs, and Charts

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.

Top Five Articles from December: Millennials, Damodaran, and Global Equity Allocation

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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