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Factor Portfolios and Cap-Weighted Benchmarks: Bridging the Tracking Error Gap

CFA Institute

Can we retain the benefits and economically sound basis of a factor approach to equity investing while more closely aligning a factor portfolio’s performance to a cap-weighted benchmark?

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Hiring soars, validating Fed’s ‘higher for longer’ path

CFO Dive

The yield on the benchmark 10-year Treasury note surged after the September payrolls report on expectations of strong economic growth.

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Evaluating Benchmark Misfit Risk

CFA Institute

How can we identify and measure a portfolio's benchmark misfit risk?

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Escaping the Benchmark Trap: A Guide for Smarter Investing

CFA Institute

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

Economics and Returns 📈 Adapt to shifting market conditions with flexible, cost-effective technology and operating models to consistently achieve desired economic benchmarks and returns. faster than their competitors. Learn how to offer the experiences and products that appeal to Gen Z.

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Time right for India to create global norms, benchmarks: Sanjeev Sanyal

CFO News

India should be confident enough to deconstruct the rest of the world on its own terms as a rising economic power, creating global norms and benchmarks in various fields, Sanjeev Sanyal, Member of the Economic Advisory Council to the Prime Minister, said

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Navigating Net-Zero Investing Benchmarks, Incentives, and Time Horizons

CFA Institute

Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.