Practical analysis for investment professionals

Search results for: modern portfolio theory

Book Review: Keynes’s Way to Wealth

In this examination of the life and investment strategies of John Maynard Keynes, the author argues that the great economist and risk-taking investor believed that it is best to put your investing on autopilot with a sound plan that meets your goals — revisiting it once a year — and then go out and live your life.

Book Review: Asset Management

This highly engaging book will be warmly received by a wide audience. Anyone teaching entry-level finance should consider adopting it, and practitioners will be well rewarded by a close reading. It belongs on the front shelves of pension and endowment managers, who should read and reread the chapters on hedge funds, real estate, commodities, and private equity.

Stick to the FACTS: A Framework for Evaluating Investments

Looking for a framework for determining investment strategy selection and assessment? Choosing your investment opportunities simply comes down to the FACTS.

Social Network Analysis (SNA) and Start-Ups: An Interview with Murat Ünal

Beyond traditional investment analysis and the relatively modern analysis of environmental, social, and governance (ESG) issues lies social network analysis (SNA), which promises to help inform investment decisions. But what is SNA and how and why can it inform investment decisions in start-ups? To answer these questions CFA Institute interviewed Murat Ünal, DBA.

The Future of Finance: Ten Key Talks from the 67th CFA Institute Annual Conference

Some of the most fascinating presentations this year covered the limits of fundamental analysis, took issue with the utility of hedge funds, and highlighted the "economics of good and evil."

Seven Nonfinancial Books That Made Me a Better Financial Professional

Among the many things that my years in finance have taught me is that the more well-rounded you are, the better you are as a financial professional. Investing demands that you be a polymath — knowing a lot about many things (including nonfinancial topics) and how those things interconnect into an organic whole. In shaping my mind to be a better financial pro, here are some of the books that I read that changed how I perceive and understand the world.

Weekend Reads for Advisers: Emerging Markets, Meditation, and Monetary Policy

I don't know about you, but to me it seems as if summer flew by. Here in the United States, Labor Day — the symbolic end of summer — is just around the corner. With that in mind, I thought I'd do something a little different this week: before I recap some of the most interesting content I've come across recently, here's an ode to summer.

What is the Difference Between Investing and Speculation — And Why Does It Matter? (Forum)

For centuries many of the world's leading investment thinkers have struggled to articulate the difference between "investing" and "speculating." We've assembled a panel of leading investment practitioners to discuss the issue in our inaugural online forum.

Avoiding the Siren Song of Emotions: Notes from the Wealth Management Conference

What do Homer’s Odyssey, Boombustology, and "financialese" have to do with wealth management? Quite a lot, it turns out.



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