Remove Communication Remove Performance Measuring Remove Risk Management
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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.

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Modernising finance reporting in support of ESG

Future CFO

To thrive in this evolving regulatory landscape, CFOs must expand their function’s operating models beyond financial statements and construct a more holistic view of their organisation’s sources of value — one that measures and monetises financial and nonfinancial capital.

Finance 59
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Retirement Income: Six Strategies

CFA Institute

How can we mitigate sequence of returns risk (SoRR)?

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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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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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Differences Between Budgeting and Forecasting in Business

Spreadym

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets. This helps in risk management and allows for better decision-making in uncertain environments.