Practical analysis for investment professionals

investment decision making


Planning for a Non-Retirement

Much of financial planning focuses on retirement. But what if your client isn’t planning to retire? Barbara Stewart, CFA, explores the question.

Richard Thaler: To Intervene or Not to Intervene

Richard Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway, according to Shreenivas Kunte, CFA: If only we could learn.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.

Book Review: A Man for All Markets

A Man for All Markets is the autobiography of a man regarded by many as the father of quantitative finance. His story is one of a mathematician who moved from solving such casino games as blackjack to applying his skills to option pricing and statistical arbitrage. As he recounts his journey, he provides insights for all money managers on how to generate an edge and beat the markets through deep research.

Do Index Fund Portfolios Live Up to Expectations?

Are investors expecting more than index funds can deliver?

Pension Trustees: Corporate Governance and the Behavior Gap

Good governance is not only important, but it also drives real results. Christopher K. Merker, PhD, CFA, explains.

Weekend Reads from India: Mental Accounts and an Exploding Middle Class

Retail investors, with their varied illusions about wealth, are the weakest link in the financial services ecosystem, Shreenivas Kunte, CFA, observes.

Finding Faith in Value after All These Years

The appearance of a new valuation paradigm awakens childhood fears in Will Ortel, who parses them with the help of the Annual Ben Graham Value Investing Conference IV.

Investing in Family-Controlled Businesses: Benefits and Risks

Is the potential value of family-controlled businesses overlooked by investors or are these firms better off ignored? A panel at the Ben Graham Value Conference IV, hosted by CFA Society New York, discussed these firms and why they might be worth investing in. Robert Del Mauro explores key takeaways.

Carbon Free? Really?

In the final analysis, can we truly measure the emissions of our portfolio? Or understand what the actual “carbon footprint” is? No, not really, says Christopher K. Merker, CFA, but it is becoming easier.



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