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.
The "Future State of the Investment Profession" explores evolving states of trust and their interdependence with demonstrating and creating value. To get a better understanding of what it means for investment professionals to provide value and how that relates to building trust and improving investor outcomes, we discussed these topics with Anne Cabot-Alletzhauser.
The "Future State of the Investment Profession" study explores "Four States for the Relationship between Investment Management and Society." To better understand these potential future states, we interviewed Richard Brandweiner, CFA, focusing our discussion on the factors required for finance to move towards a more “Professional Industry” as well as other ways it could serve the greater good.
Before the Nutrition Label and Education Act of 1990 mandated the ubiquitous nutrition fact label, consumers did not always know what was in the food they ate. Could investors today use a similar solution when it comes to what's in their portfolios?
Drawing from a comprehensive empirical analysis, the authors demonstrate how financial reports have largely lost their relevance and present an actionable alternative for finance professionals.
The finance industry, long plagued by public distrust, has reached a tipping point, says Stephen Davis. The public’s anger, fueled by a belief that investors have been unjustly “separated from their money,” has helped to usher in a new “discipline of ownership.”
In this reprint of a collection of lectures, the Nobel Prize–winning author expounds on regional and international regulation and monetary and fiscal policy, as well as a host of other economic topics. His insights predate but point toward the recent global financial crisis, and his guidance is timely and critical for a global economy still facing the fallout from the crisis.
Risk: Your Global Guide is a slim but valuable guide to risk management and fraud detection. The book’s message is simple: Understand the basic principles of finance, reduce unintended risk, and obtain a level of reward commensurate with the level of risk that you assume. This high-level perspective allows the reader to see the big picture and understand how fraud at the highest levels of finance and government affects ordinary citizens.
Jonathan Moog, CFA, and the Lizard Investors team concentrate on the international small- to mid-cap space because they believe there are inefficiencies in that market.
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