Practical analysis for investment professionals

Paul McCaffrey

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101 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
Top Five Articles from November: (Un)Passive Management, the TPP, and Inflation

Leading posts from November include the latest installment in the Dumb Alpha series by Joachim Klement, CFA; a Trans-Pacific Partnership (TPP) reading list compiled by Larry Cao, CFA; and an analysis by Jason Voss, CFA, of the potential for a flash crash caused by the confluence of quantitative easing (QE), currency market structure, and other factors.

Top Five Articles from October: Dumb Alpha and Wealth Management Trends

An analysis of long-term returns by Michael Batnick, CFA, and the first installment in the Dumb Alpha series by Joachim, Klement, CFA, were among the top posts from last month.

Debt Ceiling Default: No Big Deal?

How critical is the full faith and credit of the United States to the domestic and global economy? Not all that much, according to the latest poll of CFA Institute NewsBrief readers.

Top Five Articles from August: Hedge Fund Fees, Salary Negotiation, and Africa

August highlights from Enterprising Investor include Lauren Foster's take on investing in Africa; an examination of behavioral finance and investment biases by Shreenivas Kunte, CFA; and an analysis of the best sources for investment information on companies by Jason Voss, CFA.

Top Five Articles from July: India, Neuroeconomics Tips, and Dark Matter

Leading articles from July consider how financial advisers can help clients avoid investment mistakes, how and whether financial advisers should be paid, and what light neuroeconomics can shed on investment decision making, among other topics.

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.

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