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Ethics in Practice: Just Being a Shrewd Investor. Case for Week of 13 November

All investment managers want to earn good returns, so why would they not leverage investment information they happen to hear or read about?

Weekend Reads for Investors: Pyramid Edition

Among the Weekend Reads selections from Jason Voss, CFA, are stories about China and Russia linking their currencies, the missing pieces of artificial intelligence (AI), and pyramids.

XBRL US Investor Forum Considers Ways to Mitigate the Cost of Structured Data

The use of structured data has the potential to simplify reporting burdens and make it easier for investors to access company data, but there are still challenges in its implementation.

George Friedman’s Eyes Are on Germany

George Friedman will be watching how one last piece of the global financial crisis plays out very carefully.

Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 rules for equity valuations and setting price targets at the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey provides a synopsis.

Three Tips for Evidence-Based Retirement Plans

Isaac Presley, CFA, has a few suggestions to put a little evidence-based thinking into your clients' retirement plans.

Moving from Gray to Black and White: Improving Your Ethical Decision Making

Ethical behavior is not only best practice for the investment profession, but essential to good business.

Municipal Bonds: How Much to Hold?

How much should a taxable bond portfolio hold in tax-exempt US municipal bonds? Benjamin Doty, CFA, offers his analysis.

In Practice Summary: Managing Sequence Risk to Optimize Retirement Income

You arrive at your retirement day with a sizeable retirement fund. But then what? Some theorize that this is the point when there is the greatest risk of failure in your lifelong savings strategy. This edition of In Practice summarizes an innovative solution to this dilemma curated from new research from Cass Business School, London.

Counting Proxy Votes of Registered Shares Needs Modernizing

Recent contested proxy vote at Proctor & Gamble highlights the antiquated approach to counting ballots from registered shareholders. The approach is bad corporate governance and needs to change.