Will Ortel

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65 Posts
Will Ortel is a researcher and content manager at CFA Institute. He's worked in investment management since 2006 and joined CFA Institute in 2010.

What’s the Difference between Emerging and Frontier Markets?

Labels like “emerging” and “frontier” market are not sociological in the least. Applied by the FTSE and MSCI on behalf of global investors, they concern only the investability of a market. But how can we break down such broad terms? To find out, we polled readers of CFA Institute Financial NewsBrief to see what they thought most distinguishes an emerging from a frontier market. Read more

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Secret Taxes for Financial Untouchables

Well over half of unbanked Americans cite not having enough money as the reason they have not opened a bank account. Substantial fees are one of the culprits. If you think wealth creation is good and want it to happen, freeing the unbanked where you find them is an obvious step, says Will Ortel. Read more

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Private Equity’s Demise Has Been Greatly Exaggerated

Private equity’s demise has been overreported, according to Claudia Zeisberger, founder of INSEAD’s Global Private Equity Initiative. Critics of private equity are not hard to find, and if you listen to them long enough, you’ll hear all kinds of stories that make your stomach turn. No doubt, there have been bad actors abusing the label of “private equity investment.” But private equity is a governance structure, not a business model or industry. Read more

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