Practical analysis for investment professionals

CFA Institute Conferences

Tomorrow’s Timber: Identifying Unconventional Investments with Leo de Bever (Video)

According to Leo de Bever, opportunities in energy, food, materials, and enabling technology can reward long-term investors who are willing to embrace discomfort.

Basic Adviser Strategies for Social Media: Carving out a Niche

According to Michael Kitces of Pinnacle Advisory Group, “social media” is just a new term for the basic networking activities that financial advisers have been using for their entire careers.

Behavioral Finance in Practice: Closing the “Behavior Gap”

So what exactly is the behavior gap? It's what happens when we let emotion get in the way of smart financial decisions. In other words, it's the distance between what we should do and what we actually do.

Arnab Das: We Are Caught in a Trap of Excessive Debt

Arnab Das, managing director of research and investment strategy at Roubini Global Economics, argues the most important parallel issues are the distribution between creditors and debtors and the balance between future and present economic activity.

Recommended Reading: Cybersecurity — Crime, Warfare, or Scaremongering?

Is the threat of cyberwarfare overblown? What can financial institutions do to protect themselves?

The New Global Financial Order: Three Perspectives on Investing

India recently played host to a CFA Institute investment conference in Mumbai, in partnership with the Indian Association of Investment Professionals and the country's National Institute of Securities Markets. The event featured three internationally renowned speakers who presentations on the challenges of investing are highly relevant to investment practitioners everywhere.

Small-Cap Investing: More of an Art than a Science

“Successful investing requires both art and science,” said Preston Athey, CFA, a 34-year veteran of T. Rowe Price. “When T. Rowe Price was founded back in 1937, Mr. Price always considered investing an art, and in fact, he often considered it a black art.”

Damodaran’s 10 Rules for Addressing Uncertainty in Investment Valuations

Human bias, complexity, and uncertainty are amongst the biggest obstacles investors face when it comes to investment valuation, and Aswath Damodaran recently offered some practical guidance on responding to the uncertainties commonly faced when deriving the intrinsic value of a stock.

How Many of Our Successes and Failures Should Be Attributed to Luck?

How many stock pickers who outperform this year will beat a dart board next year? The answer depends upon whether luck or skill had more to do with their results.

Tools for Handling the Psychology of Family Governance and Intergenerational Wealth Transfer

Money and stress often go hand-in-hand, and advisers are often called upon to help couples and families navigate the thorny emotions surrounding personal finances and wealth transfer

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