Jason Voss, CFA, shares his picks for Weekend Reads for Investors. This edition features stories about the dangers of exchange-traded funds (ETFs), a better way to think about and model the human brain, and how the notion of superhuman artificial intelligence (AI) is farfetched.
“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.
The primary focus of the renaissance investment management firm is delivering the best possible investment performance, not on scaling for scaling’s sake, C. Thomas Howard and Jason Voss, CFA, explain in the latest entry in The Active Equity Renaissance series.
Dismantling the finance industry’s closet indexing factory is a critical step in The Active Equity Renaissance, C. Thomas Howard and Jason Voss, CFA, observe.
Mark Harrison, CFA, looks at combining factors in multifactor portfolios and considers issues of performance measurement in factor investing, in the third installment of his Shortcuts to Factor Investing series.
The Historic Stocks Market (HSTM) Index tracks the auction prices of 100 "representative" share and bond certificates. It represents the full scope of scripophily — the collection and study of old stock and bond certificates — Jeremy Monk explains.
We are socialized to believe that we get what we pay for. In the case of trustee and planning services, does the lack of a stated fee imply to clients that these services have little value? Preston McSwain offers his perspective.
Jason Voss, CFA, and C. Thomas Howard have questioned many orthodoxies of modern portfolio theory (MPT). But what do they propose to take their place? Behavioral finance.
Like their emerging market forebears, frontier markets present unique and profitable opportunities for those willing to do the hard work. A veteran of the emerging market and frontier market spaces, author Marko Dimitrijević, CFA, attempts to close the gap between misperception and reality regarding this part of the investment world. Not merely a primer on these markets, Frontier Investor offers a basic, succinct grounding in emerging market and frontier market attributes and the intellectual toolkit with which to approach them. Both experienced and novice investors will find the book’s reflections and guidance at once entertaining and useful.
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