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Portfolio Confidential: Five Common Client Concerns

CFA Institute

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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Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans

CFA Institute

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.

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Top 10 Posts from 2023: The 10 Greatest Investors, ChatGPT, and the Active Management Delusion

CFA Institute

Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.

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Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession

CFA Institute

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.

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Recruitment and Retention Strategies for a Nonprofit

The Charity CFO

Storytelling: Effectively communicating the organization’s mission and impact has been crucial in attracting both employees and volunteers. Strategic Partnerships: Collaborating with community partners to share Penn-Mar’s story and opportunities has been an effective recruitment tool.

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On Investment Objectives and Risks, Clear Communication Is Key, Part 3

CFA Institute

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

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On Investment Objectives and Risks, Clear Communication Is Key, Part 2

CFA Institute

Standard deviation fails to characterize risk in a way that matters to most investors.