Practical analysis for investment professionals

Portfolio Management


Book Review: Winning the Loser’s Game

This book’s greatest value to investment professionals is its analysis of the organizational dynamics of institutional investing.

Ambiguity Tolerance Beats Artificial Intelligence

What can artificial intelligence (AI) do for the investment management industry? What can't it do? Markus Schuller provides his insights.

Beyond Modern Portfolio Theory: Liability-Driven Investment Strategies

The portfolio construction techniques popularized by modern portfolio theory (MPT) are not always practical, writes Dan Tammas-Hastings, CFA. That's why liability-driven investment (LDI) strategies are generating increased attention.

Investment Strategies amid Uncertainty

“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover provides a synopsis.

Weekend Reads for Investors: Pyramid Edition

Among the Weekend Reads selections from Jason Voss, CFA, are stories about China and Russia linking their currencies, the missing pieces of artificial intelligence (AI), and pyramids.

Three Tips for Evidence-Based Retirement Plans

Isaac Presley, CFA, has a few suggestions to put a little evidence-based thinking into your clients' retirement plans.

Municipal Bonds: How Much to Hold?

How much should a taxable bond portfolio hold in tax-exempt US municipal bonds? Benjamin Doty, CFA, offers his analysis.

In Practice Summary: Managing Sequence Risk to Optimize Retirement Income

You arrive at your retirement day with a sizeable retirement fund. But then what? Some theorize that this is the point when there is the greatest risk of failure in your lifelong savings strategy. This edition of In Practice summarizes an innovative solution to this dilemma curated from new research from Cass Business School, London.

Suni Harford: The Key to Retaining Women in Finance

Why are there so few women in asset management, specifically, and finance, generally? Put that question to Suni Harford, head of investments and group managing director at UBS Asset Management, and she would say: "Lack of opportunity."

Collaborate with Clients to Create Investment Solutions

"Value is defined by the client," Elizabeth Corley explained at the 2017 CFA Institute Alpha and Gender Diversity Conference. "You’ve got to demonstrate that you’re putting their interests first."



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