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 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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Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans
CFA Institute
NOVEMBER 1, 2024
The secret sauce of Canadian pension plan returns lies in their ability to attract top talent, carefully design compensation frameworks, and adapt to market conditions.
Profit Leaks and Panic Fixes: How Smart CFOs Solve Problems with Precision
CFO Talks
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Whether its tackling cash flow issues, managing regulatory compliance, optimising tax structures, or making high-stakes investment decisions, your ability to solve problems with precision is what sets you apart. Focus on measurable outcomes. Effective Communication Strategies: Clarity: Keep it simple. How much will this earn?
Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession
CFA Institute
DECEMBER 25, 2023
Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor , Pageant Media, Markets Group, and the New York investment management firm Cohen & Steers.
Fulfilling CFOs' future roles
Future CFO
AUGUST 7, 2024
This, according to Ho, can be any combination of investor relations, corporate communications, technology, procurement, legal and corporate service and, strategy and development. This should lead to further market share gains and reduce inventory turnover days and investment."
Portfolio Confidential: Five Common Client Concerns
CFA Institute
OCTOBER 8, 2023
Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.
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