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Dual-Class Shares: The Fear of Missing Out?

The fear of missing out (FOMO) typically refers to the uneasiness that one is not “in-the-know” or is “out of touch” with some social events, experiences, and interactions. 

Uber and Public Capital Markets: Shareholder Rights, Uninformative Prospectus, Weak Post-IPO Performance

The recent IPO of uber has been fascinating in terms of its relevance to many of the issues currently concerning participants in the public capital markets space. Is the capital raising ecosystem is still somehow out of kilter?

Roger Ibbotson Explains the Price of Popularity

Yale Professor Roger Ibbotson says that brand value, competitive advantage, and company reputation may help investors identify overlooked equity investments.

Adam Tooze: Where Are We Post-Global Financial Crisis?

“What we learned from 2008 was that it’s not the size of the losses per se, but rather where the losses sit in the financial system,” says Adam Tooze.

Where Has the Global Financial Crisis Left Us Today?

Adam Tooze considered where the global financial crisis has left us, how it has affected politics and geopolitics, and what the prospects are for the world to manage a future crisis.

Equities versus fixed income: How ESG factors affect both asset classes

The content in this blog is based on a CFA-PRI survey of 1,100 financial professionals, mainly CFA members, from around the world, as well as workshops in 17 markets, as part of a best-practice report.

Fabozzi: Finance Must Modernize or Face Irrelevancy

Frank J. Fabozzi, CFA, spoke with Paul Kovarsky, CFA, about the state of academic finance and financial theory.

Investment Management Fees: Beware the Cobra Effect

Bad incentives lead to bad results, Daniel Brocklebank, CFA, observed at the 72nd CFA Institute Annual Conference.

Ethics in Practice: Performance Reporting. Case and Analysis–Week of 27 May

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.

Can Investment Professionals Avoid Creating a “Cobra Problem”?

Daniel Brocklebank, CFA, warns that asset owners and money managers must balance incentives carefully so that both groups get what they want.