Practical analysis for investment professionals

Investment Topics

How to Move ESG from Philosophy to Alpha Generator

Many investors are incorporating environmental, social, and governance (ESG) factors into their equity analysis as a source of alpha.

Why Financial Advisers Need to Use Social Media

April Rudin, founder and CEO of the Rudin Group, has some compelling reasons for financial advisers to develop a social media presence.

Demystifying the IRA Recharacterization Option (Podcast)

Navigating tax strategies can be particularly tricky to begin with, and the flurry of advice following the IRS’s relaxation of Roth IRA recharacterization rules (which removed the restrictions on higher-income individuals converting their IRAs) caused no small amount of confusion in the financial community.

Roundup: India Investment Conference — The Road Ahead for India and Emerging Economies

A collection of highlights from Fourth Annual India Investment Conference. Different sessions at the event explored different views on the tapering of quantitative easing in the United States, specified challenges and key factors in sustaining economic growth in India, predicted future trends of the rupee, highlighted how the global energy landscape is affecting local oil prices, and issued a wake-up call for practitioners regarding ethical issues facing finance industry.

Six Networking Lessons to Remember

Pulling from his personal experience, Charlie Henneman, CFA, shares six important networking lessons to keep in mind for your career advancement.

Specific Risk-Taking Means Doing Your Specific Homework

According to Dan Fuss, CFA, there are always opportunities for those who do their analytical homework. At the CFA Institute Fixed-Income Management conference, he examined some of those opportunities in more detail.

Best of 2013: Fixed Income and Behavioral Finance

Completing another lap around the sun is always a good excuse for reviewing the past to identify previously invisible trends, as well as to examine which stories you thought were important that turn out not to be important. What follows is my “Best of 2013” stories, all distilled from my more than 2,000 tweets.

Are We Entering a New Era of Fiduciary Capitalism?

CFA Institute CEO John Rogers, CFA, is urging financial professionals to make their industry “a means to an end, rather than an end unto itself.”

What is Holding Back Economic Recovery in the Developed World?

Finance professor Amir Sufi of the University of Chicago Booth School of Business argues that the severe U.S. recession and Europe's ongoing economic woes can best be explained as aggregate demand and leverage problems that cannot be effectively treated through monetary policy initiatives alone.

Financial Engineers Behaving Boldly: Emanuel Derman

Nobody personifies a "quant" like Emanuel Derman. In his latest book, Derman smartly draws distinctions between three primary ways of describing the world.

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