Portfolio Management

793 Posts

Book Review: Wall Street Potholes

Book Review: Wall Street Potholes

The author, together with four other expert money managers, addresses a range of investment topics that pose special dangers to investors, including nontrading REITs, yield dependence, structured notes, hedge funds, Wall Street inefficiency, mutual fund fees, annuities, brokers and fiduciaries, and the future for investors. Read more

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Good Communications: The “Undiscovered Country” of the Investment Profession

Tom Brakke, CFA, believes that investment professionals concentrate on their analytical responsibilities — and their performance results — but neglect their communication skills. Yet their ability to communicate within their firms and with their clients is often the real difference maker. To counteract this, Brakke recommends that investment pros focus as much on communications performance as they do on investment performance. Read more

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