The Finance Weekly

OCTOBER 29, 2024

Types of Financial Models We've categorized the following financial models into internal and external use cases: Internal Financial Models These models aid in planning, budgeting, and forecasting within an organization. This data might include: Financial Information - Past revenue, expenses, profits, and cash flow.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

CFA Institute

MAY 8, 2025

Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article, “Buffett’s Alpha.”

Financial Analyst 52

Financial Analyst Economics Investments 52

CFA Institute

JULY 10, 2025

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Construction 79

Construction Financial Analyst Investments Economics 79

CFA Institute

SEPTEMBER 9, 2024

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Investments 52

Investments Construction Financial Analyst Economics 52

CFA Institute

JUNE 6, 2024

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Construction 52

Construction Financial Analyst Investments Economics 52

CFA Institute

JUNE 25, 2024

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.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

JANUARY 12, 2024

In the Financial Analysts Journal , Emmanuel R. Pezier and Paolo F. Volpin analyze a private dataset of a UK fund’s engagements with small-cap newly public firms and demonstrate that “behind-the-scenes” engagements resulted in 8% to 10% in cumulative abnormal returns.

Financial Analyst 52

Financial Analyst Performance Measuring Economics Investments 52

CFA Institute

DECEMBER 16, 2024

Klos graduated with a bachelor of arts degree in English from the University of Illinois at Urbana-Champaign and with a master of business administration degree in finance and economics from The University of Chicago, Booth School of Business. He holds the Chartered Financial Analyst® (CFA) designation.

Nonprofit 52

Nonprofit Financial Analyst Healthcare Financial Modeling 52

CFA Institute

FEBRUARY 12, 2025

For financial analysts, understanding bank liquidity risks is essential not just for assessing individual banks but also for evaluating broader market conditions.

Banking 52

Banking Financial Analyst Marketing Performance Measuring 52

CFA Institute

AUGUST 30, 2023

He earned his chartered financial analyst (CFA) designation in 2015. Top contributing special situations he has uncovered include Maxar Technologies, Bausch Health, MAV Beauty Brands, Alcanna, Corus Entertainment, and Athabasca Oil. Pandya holds a bachelor's of commerce degree in finance (honors) from the University of Manitoba.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

MAY 18, 2023

He was awarded the Chartered Financial Analyst (CFA) designation in 2015 and is a member of the German Advocacy Committee of the CFA Society Germany e.V.

Auditing 52

Auditing Financial Analyst Accounting Risk Management 52

CFA Institute

JULY 14, 2023

He earned his chartered financial analyst (CFA) designation in 2015. Top contributing special situations he has uncovered include Maxar Technologies, Bausch Health, MAV Beauty Brands, Alcanna, Corus Entertainment, and Athabasca Oil. Pandya holds a bachelor's of commerce degree in finance (honors) from the University of Manitoba.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

OCTOBER 18, 2023

He formerly worked as a senior analyst for Primatics Financial where he served as a consultant primarily for large banks, advising them on credit risk, among other matters. Hughes is a chartered financial analyst (CFA).

Marketing 52

Marketing Credit Risk Financial Analyst Investments 52

CFA Institute

DECEMBER 15, 2023

Schumacher is a chartered financial analyst (CFA). Schumacher is actively engaged with various local nonprofits and guest lectures to graduate students about the global economy and financial markets. Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting.

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

CFA Institute

DECEMBER 4, 2024

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

FEBRUARY 1, 2024

He is a former member of the editorial board of the Financial Analysts Journal.

Investments 52

Investments Management Consulting Financial Analyst Budgeting 52

CFA Institute

APRIL 9, 2025

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

FEBRUARY 22, 2024

Livingstone holds a first-class honors degree in economics and business (UWE) and a master's of science degree in economics, accounting, and finance from the University of Bristol. He is also a chartered financial analyst. He began his career in trading at both IG Group and Ion Trading in 2010.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

APRIL 10, 2025

Harvey is also a professor of finance at the Fuqua School of Business at Duke University and a research associate of the National Bureau of Economic Research in Cambridge, Massachusetts. Harvey is an Advisory Council Member of the Financial Analyst Journal. " He is the co-author of two books: DeFi and the Future of Finance.

Corporate Finance 52

Corporate Finance Financial Analyst Economics Finance 52

CFA Institute

MARCH 20, 2024

Her writing has appeared in economics journals including The Journal of Institutional Economics , The Review of Austrian Economics , and the Financial Times. She has taught undergraduate classes in economics while at George Mason University, where she earned her PhD.

Performance Measuring 52

Performance Measuring Financial Analyst Economics Investments 52

CFA Institute

JANUARY 25, 2024

"It is possible to construct equity portfolios that possess out of sample exposure that facilitate more precise targeting of levels of macroeconomic risk exposure."

Construction 52

Construction Financial Analyst Risk Management Economics 52

CFA Institute

DECEMBER 8, 2023

He earned his chartered financial analyst (CFA) designation in 2015. Top contributing special situations he has uncovered include Maxar Technologies, Bausch Health, MAV Beauty Brands, Alcanna, Corus Entertainment, and Athabasca Oil. Pandya holds a bachelor's of commerce degree in finance (honors) from the University of Manitoba.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

AUGUST 26, 2024

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

JANUARY 30, 2025

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

APRIL 16, 2025

For financial analysts and investors, the rise of defense spending in Europe is more than a policy shift -- it’s a structural re-rating of risk and opportunity across the continent.

Marketing 52

Marketing Financial Analyst Economics Investments 52

CFA Institute

JULY 8, 2024

Blanchett has published more than 100 papers in both industry and academic journals that have received a variety of awards, including the Financial Analysts Journal Graham and Dodd Scroll Award in 2015. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.

Construction 52

Construction Financial Analyst Investments Economics 52

CFA Institute

OCTOBER 18, 2023

In addition, he collaborated frequently with PNC’s Advantage Equity team before joining full-time as an equity research analyst. Moore graduated with a BA in economics from the University of Virginia and an MS in commerce-finance from the University of Virginia McIntire School of Commerce.

Investments 52

Investments Construction Financial Analyst Leadership 52

CFA Institute

FEBRUARY 8, 2024

He holds the Chartered Financial Analyst® (CFA) designation. He is an active member of the PNC IAM Diversity, Equity, and Inclusion Working Group and has served as the vice president of the Interfaith Employee Business Relations Group. Dall graduated with a bachelor of science in finance from Penn State Erie, The Behrend College.

Planning 52

Planning Leadership Education Financial Analyst 52

CFA Institute

JUNE 26, 2024

He edited the Financial Analysts Journal. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

JANUARY 8, 2024

Her writing has appeared in economics journals including The Journal of Institutional Economics , The Review of Austrian Economics , and the Financial Times. She has taught undergraduate classes in economics while at George Mason University, where she earned her PhD.

Investments 52

Investments Performance Measuring Financial Analyst Economics 52

CFA Institute

OCTOBER 17, 2021

The last Financial Analysts Journal issue of 2021 features examinations of machine learning. tax-loss harvesting, and more.

Financial Analyst 98

Financial Analyst Economics Investments 98

Jedox Finance

APRIL 16, 2020

He shares his expertise on how an EPM solution supports managing economic uncertainty, particularly in times of crisis. What does your economic forecast look like for the foreseeable future? CFOs that leverage their data assets by implementing EPM gain valuable insights into the economic environment as it recovers.

Economics 125

Economics Forecasting Budgeting CFO 125

CFA Institute

JULY 14, 2021

Financial Analysts Journal managing editor Heidi Raubenheimer, PhD, CFA, provides a synopsis of the latest issue.

Financial Analyst 52

Financial Analyst Performance Measuring Risk Management Marketing 52

CFA Institute

MARCH 7, 2019

What do the Financial Analysts Journal, CFA Society New York, the Columbia University Graduate School of Journalism, and US railroads have in common? Female pioneers.

Financial Analyst 52

Financial Analyst Economics Investments 52

CFA Institute

MARCH 31, 2023

"Neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market."

Financial Analyst 135

Financial Analyst Investments Marketing Economics 135

PYMNTS

JULY 29, 2020

Federal Reserve Chair Jerome Powell said Wednesday (July 29) that the road to economic recovery is “extraordinarily uncertain” and will be heavily influenced by how well the country keeps the pandemic under control. McBride said, “The Fed has slashed interest rates and kept credit flowing to consumers, businesses and municipalities.

Economics 53

Economics Financial Analyst Manufacturing Retail 53

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial Examiner. Financial Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130