“My basic point here is that neither the Financial Analysts as a whole nor the investment funds as a whole…
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In this Research Foundation book, edited by Alfonso Ricciardelli, CFA, and Philip Clements, CFA, practitioners introduce the key features of the…
Factors are the primary market drivers of asset-class returns. In the equity realm, only a limited set of rewarded factors…
What do investors look for when they buy environmental, social, and governance (ESG) equity index funds? In principle, as in…
A CRE Investing Primer Real estate investing means different things to different people. It can be shorthand for buying a…
The following is based on “Redefining the Optimal Retirement Income Strategy,” from the Financial Analysts Journal. Retirement, like life, is fundamentally…
How have different portfolio allocations performed throughout the world? Amid recent market turbulence, the worst year ever for US bonds,…
A History of Financial Technology and Regulation: From American Incorporation to Cryptocurrency and Crowdfunding. 2022. Seth C. Oranburg. Cambridge University…
There is an old adage on Wall Street: To succeed as an equity fund manager, follow interest rates and the…
Brian Minns, CFA, will speak at the Climate Risk and Returns Conference from CFA Institute, held 20–21 April 2023 in…