Practical analysis for investment professionals

Alternative Investments


It’s Getting Hot Out There: Investors Need to Pay Attention

As someone who worked directly with climate change data, Joachim Klement, CFA, can assure you: Climate change is real, and investors need to take it into account.

In Practice Summary: Optimizing Exposure to Precious Metals through a Fund

What is the best way to hold more traditional stores of value, such as gold? Mark Harrison, CFA, and Keyur Patel explore the question in the latest edition of the In Practice series.

Where Are Fees and Expenses Not Costs?

In the often-alternative world of alternative investing, says Preston McSwain.

All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Best of 2017: Financial Analysts Journal, CFA Digest, and In Practice

What can we learn from downloads of CFA Institute publications in 2017? Mark Harrison, CFA, sifts through the most popular CFA Institute Financial Analysts Journal articles as well as CFA Digest and In Practice summaries to uncover a few themes.

Private Equity Presentations: Are Some Tall Tales?

Private investment fund internal rate of return (IRR) and volatility calculations can sometimes be quite misleading. So what can be done about it? Preston McSwain has some recommendations.

Investing in Small-Cap Biotech through Hedge Funds

After analyzing small-cap biotech data from 2007 on, Akash Goyal has found that higher hedge fund ownership is positively correlated with forward returns and that stocks with higher short interest are correlated with negative forward returns.

Three Lessons from the Bernie Madoff Scandal

Norb Vonnegut culls three lessons from HBO's recent Bernie Madoff biopic. Taken together, they serve as a renewed prompt for investors to consider low-cost index funds. After all, these funds are hardly exclusive. The world is vetting them constantly. So long as investors reinvest dividends and other cash flows back into the funds, the annualized returns are a real measure of investment performance: What you see is what you get. And what’s better than that?



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