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Book Review: Financial Econometrics

Oliver Linton provides a good reference work for key financial econometric topics and extensions over the past 20 years.

Aswath Damodaran on the Disruption Dilemma

"What makes us uncomfortable about disruption is the uncertainty it brings into every number that we measure," says Aswath Damodaran.

Ethics in Practice: Working for Father. Case and Analysis–Week of 16 December

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.

Letters to Tony: What Is a Fair Fee for Financial Advice?

Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.

Investing in the Age of Engagement

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”

Global Pension Funds: The Coming Storm

In a low-rate, low-return environment, how will public pension funds meet their obligations?

Book Review: Non-Consensus Investing

Rupal J. Bhansali provides a framework and best practices for non-consensus investing.

Ethics in Practice: Mutual Fund Share Purchases. Case and Analysis–Week of 9 December

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.

Private Real Estate Fund Categories: A Risk/Return Assessment

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

Creativity in Investment Firms: Five Conditions to Improve It

What is creativity and how can investment teams cultivate it?