Keep ETFs Weird

Keep ETFs Weird

The ETF has been at the forefront of three major investment phenomena over the past two decades, and as a result has had a positive effect on the investment world, says Tadas Viskanta. The beauty of the ETF industry is its embrace of new ideas and strategies. Tamping down on that would only serve to make the investment world a less interesting place. So let’s “Keep ETFs Weird.” Read more

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Cyber Threats: Can Financial Firms Maneuver Fast Enough?

Cyber Threats: Can Financial Firms Maneuver Fast Enough?

As a core part of the critical economic infrastructure, financial firms offer a prime target for adversaries who want to steal data and funds or even to disrupt the industry. Financial firms effectively have fallen behind in a cyber arms race, and the magnitude of risk has vastly increased, with organized crime and state-sponsored attacks becoming more active and powerful. But financial professionals may have a surprising ability to adapt. Read more

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Weekend Reads from India: Behavioral SIPs, Black Swans, Plagiarism

Weekend Reads from India: Dollar-Cost Averaging, Black Swans, Plagiarism

What we think we know can be deceptive. For example, try to remember the exact contents of one of your bookshelves, or draw a picture of a bicycle and include the details: the seat, the chain, and the pedals. Unless you’ve practiced or have good reason to remember, these seemingly simple requests can be anything but easy. So it is understandable if you don’t grasp the touch points behind dollar-cost averaging (DCA) in investing. Read more

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What’s Next for Robo-Advisers?

The future of the investment management industry is online and advisers will render themselves obsolete if they don’t figure out how to add value beyond just overseeing portfolios, Randy Cass, CFA, told delegates at the CFA Institute European Investment Conference. The good news is that advisers who can add value for their clients are secure. “In fact,” Cass said, “the commoditization of portfolio management and asset allocation is probably the best thing that could ever happen to them.” Read more

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Top Five Articles from March: Cover Letters, Hedge Funds, Active Equity

Top Five Articles from March: Cover Letters, Hedge Funds, Active Equity

Julia VanDeren shares some insights on giving presentations and writing cover letters; Ben Carlson, CFA, discusses how to determine which hedge funds to invest in; Mark Harrison, CFA, curates the best content on smart beta and factor investing; and C. Thomas Howard and Jason Voss, CFA, offer some advice on how to revive active equity, in the top Enterprising Investor Posts from March. Read more

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