Practical analysis for investment professionals

polls


Financial Literacy Resources: Where Should They Go?

April is National Financial Literacy Month in the United States and a time to reflect on the state of financial literacy today and what can be done to improve it. In particular, where should the financial services industry direct its resources in strengthening financial literacy in the United States and throughout the world? We asked readers of CFA Institute Financial NewsBrief what they thought.

Six Presentation Tips for Finance Professionals

Presenting is an essential responsibility for many finance professionals. To gauge just how essential, we asked CFA Institute Financial NewsBrief readers how often they have to give them. We also offer some critical advice from presentation expert Dave Underhill.

Where Will the S&P 500 Be in a Year?

How high can US equity markets go? For a sense of the S&P 500's direction, we conducted an informal poll of readers of CFA Institute Financial NewsBrief for their perspective on where they see the index a year from now.

Library of Mistakes: How Long Is the Investment Learning Curve?

Are investment professionals less vulnerable to mistakes as they mature and gain experience? We asked CFA Institute Financial NewsBrief readers what they thought. Shreenivas Kunte, CFA, explores the results.

What You Believe Is the Biggest Obstacle to Global Economic Growth

So what precisely is impeding global economic growth? For insight, we asked readers of CFA Institute NewsBrief what they believe is the single biggest obstacle. Jason Voss, CFA, examines their response.

What’s the Difference between Emerging and Frontier Markets?

Labels like "emerging" and "frontier" market are not sociological in the least. Applied by the FTSE and MSCI on behalf of global investors, they concern only the investability of a market. But how can we break down such broad terms? To find out, we polled readers of CFA Institute Financial NewsBrief to see what they thought most distinguishes an emerging from a frontier market.

Ethical Concerns and Your Career

Has an employer's business practices ever created ethical concerns for you? Has it affected your career? CFA Institute Financial NewsBrief readers weighed in, and Julia VanDeren analyzes the surprising results.

The Words We Long to Hear: Well Done!

We asked readers of CFA Institute Financial Newsbrief whose recognition they valued the most when they accomplish something in their jobs. It turns out, hearing from a happy client or getting a compliment from firm leaders may go further than we think.

Twilight of the Central Bank Era? The Rise of Populism

Think about the markets since the financial crisis. What has defined the era? Two words: monetary policy. Central banks — more than economic growth or any other factor — are what have moved the markets. But that may be changing.

Breaking Bad Habits for Better Client Outcomes

Many investment professionals exhibit behaviors that negatively influence performance. If individuals and firms are going to be effective at eliminating these bad habits, the first step is to identify the most egregious — those that seriously impede the achievement of long-term client goals. To help, we asked CFA Institute Financial NewsBrief readers what patterns they thought were the most counterproductive.



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