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Weigh in on Proxy Voting Policies — Time Is Running out

Anyone who pays attention to corporate proxy season each year — and maybe even reads a proxy statement or two — knows the role advisory firms play in influencing the final vote in many corporate proxies. These proxy advisory… READ MORE ›

Europe’s Plan for Saving the Euro

An overview of the major provisions of the 27 October agreement, from the Greek haircut, to bank recapitalizations, to the creation of a €1 trillion firewall.

Investors: Enhance Financial Instrument Risk Disclosures

CFA Institute has released a study on the need to improve the quality of financial instrument risk disclosures among financial and non-financial institutions. The study comes at a time when investor vulnerability to the risks of on- and… READ MORE ›

Investment Professionals: Are You Earning Your Keep?

CFA Institute sees a long road ahead in terms of restoring investor confidence. Poll after poll reflects poorly on the financial industry. It is a function of not only the deep-cutting financial crisis still unfolding but a constant barrage… READ MORE ›

The Bizarro World of FAS 159

Do you remember the episode of Seinfeld titled “The Bizarro Jerry”? In this episode, which was based on Bizarro Superman, everything is backwards, i.e., up is down, down is up, in is out, out is in.

Well, financial institutions have… READ MORE ›

Fighting the Dark Angels

At a recent compliance conference co-sponsored by CFA Institute, Board of Governors Vice Chair Alan Meder, CFA, CFP, challenged attendees to create a culture of integrity at… READ MORE ›

Take 15: Wall Street Revalued

Andrew Smithers discusses why the U.S. equity market is currently overvalued and argues that central banks should be encouraging a reduction in debt levels and quality growth over time, rather than rapid growth now.

What Keeps Us Up at Night?

In its Fifth Annual Main Street Investor Survey of just over 1,000 individuals in households with $10,000 or more in investments, the Center for Audit… READ MORE ›

Notes from the Field: CFA Institute Fixed Income Conference 2011

General Tenor: Bearish. Almost all of the speakers at the conference expressed concern about the direction of the global economy. Specifically, bearishness was expressed for:

The European sovereign debt crisis
The U.S. Congress’s political gridlock and inability to resolve the U.S…. READ MORE ›

2011: The Year Exchange-Traded Funds Were Thrust into the Spotlight

For people working in financial markets, the year 2011 could qualify as “the year of formidable public deficits on both side of the Atlantic”. Or “the year of the Eurozone crisis”. Or, on a related note, the “year of Greece”… READ MORE ›