Practical analysis for investment professionals

Future of Finance

Why Investment Managers Are the Good Guys

Despite lots of criticism of the investment industry, one investment manager writes on why he is proud to do his job.

A New Era of Fiduciary Capitalism? Let’s Hope So

Five years after the global financial crisis washed over us all, the future of finance is unclear. The debate continues over how to rebuild a financial system that is vibrant and dynamic, that serves society, and that won’t blow up and drag the whole world down every few years. From my perspective, a new era of capitalism is emerging out of the fog. What I define as fiduciary capitalism is gathering strength and needs to become the future of finance.

The US Public Pension Funding Crisis (Online Forum)

In the United States, state and local governments’ defined benefit pension plans are underfunded by more than $4 trillion, threatening the financial security of approximately 8 million retirees and 14 million workers, and taking a fiscal toll on states and municipalities.

What Have We Become? The Wolf of Wall Street vs. It’s a Wonderful Life

John Bowman, CFA, argues that the public's' outrage of The Wolf of Wall Street wasn't because of the glorified “bad guy”, Jordan Belfort, but rather, the fact that the movie was a microcosm of lingering frustration based on the fundamental flaws that still exist in the finance industry.

Central Banks and Systemic Risk (Online Forum)

On the heels of the financial crisis of 2007–2008, there has scarcely been a more hotly debated topic than central bank monetary policy. From the US Federal Reserve to the European Central Bank to the Bank of Japan to… READ MORE ›

Can Financial Engineering Cure Cancer?

It may seem an odd question, but can financial engineering cure cancer? No less an intellectual light than Andrew W. Lo of MIT thinks financial engineering is a possibly potent weapon to aid in the ages old pursuit for a cancer cure.

Are We Entering a New Era of Fiduciary Capitalism?

CFA Institute CEO John Rogers, CFA, is urging financial professionals to make their industry “a means to an end, rather than an end unto itself.”

Investing vs. Speculation: Highlights from the Future of Finance Forum

The inaugural Future of Finance Forum produced a lengthy transcript with a wealth of insights and perspectives. To help guide you to the essence of the discussion, Jason Voss, CFA, provides a summary.

Financial History: What Are the Lessons for Investment Practitioners?

While experts agree that there are many lessons to be learned from the history of finance, sussing those lessons out and applying them to current events is no simple matter.

Cyber-Crime: Study Warns Securities Markets Could Face “Black Swan” Event

A recent paper warns that though cyber-crime has not yet had systemic impacts on securities markets, a presumption of safety could open markets up to a black swan event.

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