Practical analysis for investment professionals

Behavioral Finance


Book Review: Empire of the Fund

William Birdthistle provides a witty description of mutual fund design and categorizes its imperfections entertainingly, offering more palatable alternatives. This slender volume is a welcome addition to the library of the professional and retail investor alike.

Weekend Reads for Investors: Highly Caffeinated Edition

Jason Voss, CFA, provides his choices for Weekend Reads for Investors. This edition features surprising facts about coffee consumption, global choke points in the food supply, graphics showing how cryptocurrencies are likely to affect finance, and more.

Richard Thaler: To Intervene or Not to Intervene

Richard Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway, according to Shreenivas Kunte, CFA: If only we could learn.

Book Review: A Man for All Markets

A Man for All Markets is the autobiography of a man regarded by many as the father of quantitative finance. His story is one of a mathematician who moved from solving such casino games as blackjack to applying his skills to option pricing and statistical arbitrage. As he recounts his journey, he provides insights for all money managers on how to generate an edge and beat the markets through deep research.

Pension Trustees: Corporate Governance and the Behavior Gap

Good governance is not only important, but it also drives real results. Christopher K. Merker, PhD, CFA, explains.

Weekend Reads for Investors: Short and Sweet Edition

Jason Voss, CFA, shares his picks for Weekend Reads for Investors. This edition features selections on new ways for finance to help poorer nations and the failure of machine learning to break new ground.

Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.

Meditation Tips for Investment Professionals: Visualization Meditation

Visualization meditation, or creative visualization, is a basic meditation practice that features a tremendous variety and depth of techniques.

How to Manage Clients’ Emotional Reactions to Market Stress

Identifying a client’s emotional profile and understanding how those emotions influence financial decisions can help advisers keep the client on course through difficult times.

Is Your Gray Rhino Plan in Place?

Author Michele Wucker recommended financial professionals spend less time focused on potential black swans and more time addressing gray rhinos — the threats we can see charging right at us.



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