Practical analysis for investment professionals
Top 5 Articles from January

Top posts from last month included articles on the DCF model, the recent Hildebrand scandal, and an interview with Felix Zulauf.

Generating Investment Ideas: Interview with Entegra’s Jim Butcher (Part 1)

Scenario planning is a valuable tool for all financial professionals, ranging from those in corporate finance to those in investment management. Part one of an interview with ex-Morgan Stanely/Entegra Partners' Jim Butcher.

Eight Key Factors in Effective Portfolio Management for Turbulent Times

How can investors better manage their portfolios in these turbulent times? This central question framed an engaging session led by Pranay Gupta, CFA, last month at the second annual India Investment Conference in Mumbai.

Whither the Single-Family Office? New Rules Redefine Family Offices

We are just two months shy of the deadline for the SEC’s new rules on family offices, which could shake up the way the ultra wealthy manage their affairs and prompt some consolidation in the industry.

Leadership, Management, and Communication Skills Roundup

If you’re like me, you might have approached 2012 with some great aspirations and maybe even made some resolutions. But before getting too far along on that fresh start, maybe it's time for a new perspective. A number of recent studies show that management practices that many view as conventional wisdom — and even some cutting-edge approaches — might actually discourage creativity in the workplace.

Just Released: Rethinking the Equity Risk Premium

Ten years ago investment community luminaries met to discuss the equity risk premium. Now in a new Research Foundation of CFA Institute monograph state of the art thinking about the equity risk premium is presented for the benefit of investors worldwide.

Take 15: The “New Normal,” Cap-Weighted Indexing, and Passive Strategies in Europe and Asia

Lower expectations for economic growth and capital markets returns stem from increasing indebtedness and deficits, as well as from demographic trends in the "New Normal." Jason Hsu discusses the implications for passive index strategies and cap-weighted index investing and talks about how asset owners and investing institutions view these issues in Europe and Asia.

Derivatives: The Anti-Money

Researchers at CERN, the European Organization for Nuclear Research, in Geneva, Switzerland, made a splash recently with the “discovery” of the Higgs boson — a subatomic particle that creates a vital link between matter and anti-matter. For researchers at CFA Institute, the Higgs boson discovery is interesting because it parallels a great challenge facing the world of finance: derivatives. You see, in finance, derivatives contracts are kind of like the Higgs boson as they contain the vital link between money and anti-money.

Write or Wrong: A Flat Market Doesn’t Mean Flat Returns

The world is flat, or so people thought, until enterprising Greek philosophers challenged the notion in the 6th century BC. More than 2,000 years later, Ferdinand Magellan made a practical demonstration of that fact when he circumnavigated the globe. Although stocks in 2011 sailed through periods of sunshine, wind, and rain, many equities markets ended up flat just the same. Nonetheless, some investors proved that it is possible to make money in this market — and they did so writing covered calls.

“India Does Not Need to Learn Capitalism from the West,” Says Lord Desai

At the second annual India Investment Conference in Mumbai earlier this month, Lord Meghnad Desai, emeritus professor of economics at the London School of Economics and Political Science, delivered an eloquent presentation on “The Rediscovered India and the Road Ahead.”



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