On Investment Objectives and Risks, Clear Communication Is Key, Part 3
CFA Institute
FEBRUARY 23, 2022
Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.
Communication Economics Investments Performance Measuring 
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On Investment Objectives and Risks, Clear Communication Is Key, Part 2
CFA Institute
JANUARY 25, 2022
Standard deviation fails to characterize risk in a way that matters to most investors.
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What is the difference between planning, budgeting and forecasting for a business?
Spreadym
JUNE 8, 2023
It is a tool used to anticipate the financial performance of a business or a specific project. Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities. Clear goals help shape your budgeting priorities.
Goals-Based Investing: Should It Be the Norm?
CFA Institute
AUGUST 27, 2019
In the same spirit, all investment management should be goals-based. To paraphrase Richard Thaler, all finance is behavioral.
Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium
CFA Institute
DECEMBER 30, 2022
In a wild year for markets and investing, what EI content most resonated with readers?
Fraud and Deception Detection: Five Language Fingerprints
CFA Institute
MARCH 11, 2021
Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.
Private Real Estate Fund Categories: A Risk/Return Assessment
CFA Institute
DECEMBER 12, 2019
Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.
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