Practical analysis for investment professionals

Sloane Ortel

Follow @sloaneortel on Twitter

81 Posts

Biography

Sloane Ortel serves CFA Institute's members globally as a curator and commentator. Based in New York City, she is a regular contributor to the Enterprising Investor, a co-author (with Jason Voss, CFA) of CFA Institute's Investment Idea Generation Guide, and a frequent interviewer of leading industry figures.

Author's Posts
Weekend Reads: Ski Fast, Have Fun, Don’t Fall Down

Sloane Ortel culls some organizational lessons from the Norwegian ski team and her own experience as a competitive ski racer in the latest Weekend Reads.

The Seven Kinds of Asset Owner Institutions

There's never been a better time to be an end investor. Thomas Brigandi and Sloane Ortel explore the seven kinds of asset owner organizations that are shaping the market.

How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant. 

Seven Reasons India Is Primed for Growth

Sameer S. Somal, CFA, and Sloane Ortel offer their insights on investing in India and why the country is poised for growth.

Active vs. Passive vs. Amazon et al.

The top 10% of firms account for 80% of all profits, Sloane Ortel observes. This leaves us with two seemingly conflicting truths: Winners win bigger than ever, but Amazon, one of the world’s biggest winners, is not making much in the way of profits.

Weekend Reads: Study the Exceptions

'Pataphysics is the hard-to-describe study of exceptions, and investment professionals are well served spending some time with it. Sloane Ortel explains.

A Trillion-Dollar Hedge against the US Retirement Crisis

A "silly but totally legitimate" action may hold the key to shoring up America's retirement finances. Sloane Ortel explains.

Weekend Reads: Information Security Hygiene

Will Ortel looks at why information security is so hard and outlines some steps you can take to make yourself safer in this week's edition of Weekend Reads.

Weekend Reads: Summer of Storms

Across the globe, it has been a summer of storms, both real and figurative. Good luck tuning out the thunder. But Will Ortel has a suggestion for this weekend — a long one in the United States: Spend some time on the slower-moving tempests.

What to Call Your Fund

Can luck be multiplied through language? Picking a name for your firm that is both pronounceable and memorable would seem to play some role in the overall success of your effort. After all, you are unlikely to be the only game in town.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close