Practical analysis for investment professionals
Five Success Factors for High-Growth Financial Advisers

Do you have what it takes to be a successful financial adviser? To find the answer, the folks at MarketPsych surveyed a group of advisers. Not surprisingly, they found there was a strong correlation between a focus on client relationships and business growth.

Dubious Measures: Hedge Funds’ Reporting Draws Scrutiny

There is a plethora of research that has documented a number of “irregularities” in self-reported hedge fund returns. These studies have found that some hedge funds reported smoothed returns, reported disproportionately more small positive returns than negative returns, and reported higher returns in December.

Take 15 Series: The Benefits of Complying with the GIPS Standards

Iain W. McAra provides insight into the many benefits gained by firms claiming compliance with the Global Investment Performance Standards (GIPS®). He also discusses how firms can leverage compliance for stronger internal controls and better portfolio oversight.

Generating Investment Ideas: Interview with Entegra’s Jim Butcher (Part 2)

In the second half of this interview with the CEO of Entegra Partners, Jim Butcher outlines the benefits of scenario planning, which he thinks is especially useful in these uncertain times.

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.



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