Bob Dannhauser, CFA, is head of global private wealth management at CFA Institute.
How reporters’ word choices, their sentiment and unusualness, can forecast market performance up to six months out.
CFA Institute is part of a global working group on asset manager cyber resilience. The estimated annual cost of cybercrime to the world economy is more than $445 billion (almost 1% of its income).
SIFMA proposal clings to antiquated idea that product sales is reasonable substitute for quality investment advice.
Labor Department takes innovative approach by sidestepping many thorny issues that plagued earlier proposals, but questions remain.
If short-termism is so short-sighted, why does it still dominate investment management strategies and corporate decision-making?
As investors begin to think about closing the books on 2014, they shouldn’t be too optimistic about what 2015 might bring, according to the 2015 CFA Institute Global Market Sentiment Survey.
There’s more emphasis on banks and brokers who allegedly step in front of clients’ orders for their own benefit, and less attention to market structure changes that have contributed to tighter spreads, lower trading costs.
Acknowledging the problems of the global pension crisis and fixing them are two entirely different propositions, and definitive solutions still are elusive. But JP Morgan Asset Management’s Paul Sweeting, CFA, contributes to a better understanding of the issues and potential solutions with his recent paper.
CFA Institute members are embracing the New Year with renewed optimism for economic growth but anticipate some financial bubble in 2014.
Investors should be far less certain of celebration, for they have multiple interests at stake, not all of which align perfectly.
Ex-SEC Chair Mary Schapiro and veteran Wall Streeter Sallie Krawcheck debate the causes and effects of short-termism, including its influence on investor behavior, corporate management incentives, and societal consequences.
At the heart of investment transactions is trust: trust that counterparties will fulfill their obligations, trust that parties to the transaction are not acting at cross-purposes to investor interests, and trust that information about the transaction is not false or misleading.
We’re close to welcoming the 900th asset management firm to the list of those who claim compliance with the Asset Manager Code of Professional Conduct.
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