Investment Philosophy

21 June 2017

What Is Your Belief System?

If you can isolate the beliefs that are truly influential in your professional work, you can improve your success rate significantly, says Jim Ware, CFA. Ask yourself, “What do I believe is true? And how does this affect my decisions and behavior?”

29 November 2016

The Key to Great Investing

By Isaac Presley, CFA

A number of different investing strategies are effective, but the key is not so much to find any one approach in particular, but to apply it with discipline, says Isaac Presley, CFA.

29 March 2016

Alpha Wounds: Culture vs. Philosophy Mismatch

By Jason Voss, CFA

Jason Voss, CFA, discusses the importance of aligning investment firm culture with investment philosophy to maximize alpha.

16 May 2014

“Contrarian” Chronicles Life and Legacy of Sir John Templeton, CFA

By Usman Hayat, CFA

Thanks to his extraordinary track record as an investor, the late John Templeton, CFA, ranks alongside Warren Buffett and George Soros as one of the most successful money managers of all time. Still, for many investment professionals today, Templeton is less well known.

25 February 2014

Interaction of My Investment Muses

By A. Michael Lipper, CFA

A discussion of what investment DNA that may be driving your current investments.

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Curated Global Headlines by SmartBrief.com

EU, UK clearinghouses differ on euro-clearing shift

LCH says it has not seen a shift in euro-denominated clearing to the Continent, despite predictions the move would occur after Brexit. But EuroCCP CEO Cecile Nagel says, "The direction of travel is clear: There is going to be ongoing effort to drive more activity into Continental Europe." The Trade (UK) (20 Feb.)

Australia puts climate risk in stress test

The Australian Prudential Regulation Authority is increasing surveillance of whether financial institutions are ready to deal with risk posed by climate change by stress-testing climate resilience. Meanwhile, the Reserve Bank of Australia is trying to understand the "full dimensionality" of the economic impact from climate change. BNN Bloomberg (Canada) (20 Feb.)

Study: Industry faces $97B search for collateral

A study by Capco shows banks, custodians and buy-side firms need to find $97 billion in untapped assets to comply with EU and US regulatory requirements. These requirements have increased in recent years, and "while firms still need to focus on efficiencies and optimization, they will also need to tap previously neglected or unrecognized pools of collateral," Capco partner James Arnett says. The Trade (UK) (20 Feb.)

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