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Climate-Related Issues: The Gap Between Current Reporting and Investor Expectations

According to the October 2019 report Climate-Related Corporate Reporting from the UK Financial Reporting Council’s (FRC) Financial Reporting Lab,

Book Review: Behavioral Finance

This book is a succinct but comprehensive review of behavioral finance and how investors and practitioners can compensate for their biases to improve their financial decision making.

Ethics in Practice: Trading in Warrants. Case and Analysis–Week of 4 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Are investment horizons preventing integration of ESG factors?

Workshop participants believe that ESG factors can materialize through a series of short-term, incremental upticks or downticks that individually impact short-term and long-term investment return.

Just a Little Higher? Antti Ilmanen on the Low-Return Challenge

How can investors adapt to a low-for-long rate environment? Antti Ilmanen proposed several potential strategies.

Ethics in Practice: Advisory Account Review. Case and Analysis–Week of 28 October

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

How to Read Financial News Redux: The Complete Series

How should you approach financial news? Robert J. Martorana, CFA, shares his advice.

ESG Analysis: Is judgment more important than data?

Investors and analysts have been investing in environmental, social, and governance (ESG) data from data providers and also developing the skills of their in-house teams to better understand ESG issues.

Australian Water Entitlements: A Unique Alternative Asset Class

Australia’s water markets form an intriguing investment case study.