Practical analysis for investment professionals

Performance Measurement & Evaluation


Research and Policy Center Top 10 Articles of 2023

What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?

Bitcoin Valuation: Four Methods

Unlike traditional assets such as stocks and bonds, bitcoin lacks the typical characteristics required for traditional valuation methods.

Better Inflation Forecasters: Economists or Consumers?

How accurate are the short- and long-term realized inflation forecasts of consumers and economists?

Book Review: Validation of Risk Management Models for Financial Institutions

Validation of Risk Management Models for Financial Institutions, through a set of thoughtful articles, describes how effective structuring and testing of the modeling techniques used in risk management can support better financial decision making.

Portfolio Confidential: Five Common Client Concerns

What are the five most common client concerns and how can we address them?

The Auto Sector’s Green Transition: Three Roads to Lower Returns?

Are investors fully factoring in enough investment risk from the green transition?

How Do Performance Metrics Correlate? Might Fund Managers Cherry-Pick?

With various performance metrics to choose among, might fund managers be tempted to cherry-pick those that reflect most favorably on their performance?

The Benefits of Using Economically Meaningful Factors in Financial Data Science

As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?

Rethinking Corporate FX Hedging: Seeing the Forest through the Trees

Why are publicly traded companies so often blindsided by FX volatility?

Book Review: The Economics of the Stock Market

Now, more than ever, we urgently need a comprehensive alternative to the neoclassical model of stock market behavior. Andrew Smithers attempts to fill in this gap.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close