Economics, Investments and Performance Measuring

The Private Capital Wealth Equation, Part 2: The Economics Variable

CFA Institute

JUNE 15, 2022

The performance of alternative asset managers is encapsulated in the formula: Wealth = Controls + Economics. Here, we outline the economics component of the equation.

Economics

Economics Performance Measuring Investments

What Can AI Do for Investment Portfolios? A Case Study

CFA Institute

DECEMBER 15, 2022

One AI equity trading model hints at the technology's potential to transform investment management.

Investments

Investments Technology Performance Measuring Economics

Diversity and Investment Performance: What Trade-Off?

CFA Institute

DECEMBER 30, 2022

Is there a trade-off between diversity and investment performance?

Investments

Investments Performance Measuring Risk Management Economics

Webinars

How Automation is Driving Efficiency Through the Last Mile of Reporting

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China’s Enterprise Annuities: “Long-Term Money, Short-Term Investment”

CFA Institute

MARCH 29, 2022

The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.

Investments

Investments Performance Measuring Risk Management Economics

What-if analysis or why is it important for good financial planning software?

Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. Investment Analysis: In investment decision-making, what-if analysis can be valuable. Risk Management: What-if analysis is also useful in risk management.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Planning Performance Measuring Prioritization

Ep 28: How Planning Aces Are Made

CFO Thought Leader

OCTOBER 29, 2023

It highlights the significance of unit economics, internal metrics like labor and transportation costs, and external indicators that predict market changes and competitive advantage. OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Planning

Planning CFO Performance Measuring Leadership

Book Review: Expectations Investing

CFA Institute

JANUARY 14, 2022

This revised and updated edition offers an insightful framework for identifying gaps between price and value.

Investments

Investments Performance Measuring Economics

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

Communication Investments Performance Measuring Risk Management

Why Invest in Stocks?

CFA Institute

MAY 11, 2022

Equities are not necessarily more risky than such "safe" assets as US Treasuries. .

Investments

Investments Treasury Performance Measuring Risk Management

Book Review: Advances in Retirement Investing

CFA Institute

JANUARY 21, 2021

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

Investments

Investments Performance Measuring Planning Economics

Book Review: The Case for Long-Term Value Investing

CFA Institute

AUGUST 26, 2022

Jim Cullen presents the value strategy and explains how to apply it in any type of market.

Investments

Investments Performance Measuring Marketing Economics

Investing in the Age of Engagement

CFA Institute

DECEMBER 16, 2019

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”.

Investments

Investments Construction Performance Measuring Risk Management

Seven Trends in Investment Management: Ronald N. Kahn

CFA Institute

MAY 15, 2019

Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.

Investments

Investments Performance Measuring Economics

Causality Techniques in Investment Management: Five Key Findings

CFA Institute

MARCH 16, 2022

What are the most widely used causality tests in the equity markets?

Investments

Investments Performance Measuring Marketing Economics

Robert J. Shiller on Bubbles, Reflexivity, and Narrative Economics

CFA Institute

JANUARY 6, 2019

Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.

Economics

Economics Performance Measuring Marketing Finance

A Paradigm Shift in Investing — Are You Ready?

CFA Institute

MARCH 22, 2022

When it comes to ESG, DEI, and advances in data and technology, this time really is different.

Investments

Investments Technology Performance Measuring Economics

Paved with Good Intentions: Alternative Investment Reporting Challenges

CFA Institute

MARCH 1, 2020

“How’d this investment do last quarter?" In the world of alternative investments, getting a simple answer can be strangely difficult.

Investments

Investments Performance Measuring Economics

The Next Frontier of Sustainable Investing: Measuring Impact

CFA Institute

JUNE 9, 2021

What is the state of ESG analysis and how can investors both have an impact and invest with impact?

Investments

Investments Performance Measuring Economics

Asset Owner Perspectives: Building Investment Organizations Fit for the Future

CFA Institute

JUNE 17, 2022

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

Investments

Investments Performance Measuring Risk Management Economics

Sustainability, ESG, and the Future of Investing: A Review

CFA Institute

OCTOBER 12, 2021

This curated collection of Enterprising Investor 's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.

Investments

Investments Performance Measuring Risk Management Economics

The US Investment Olympics: Smart Money, Crowd Intelligence, and AI

CFA Institute

FEBRUARY 3, 2022

Can our Smart Money, Crowd Intelligence, and AI indices beat the S&P 500?

Investments

Investments Performance Measuring Economics

The Path Ahead: Insights on the Economic Recovery

CFA Institute

SEPTEMBER 13, 2020

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

Economics

Economics Performance Measuring Forecasting Investments

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.

Communication

Communication Investments Performance Measuring Risk Management

Building a CAPM That Works: What It Means for Today’s Markets

CFA Institute

MAY 24, 2022

The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.

Marketing

Marketing Economics Performance Measuring Risk Management

ESG-driven growth: Stakeholders have greater expectation but boards lack commitment

Future CFO

FEBRUARY 16, 2022

55% of respondents say there are significant differences of opinion among leadership on how to balance short-term considerations with long-term investments and sustainable growth. 83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. Survey highlights.

Performance Measuring

Performance Measuring Leadership Risk Management Economics

Thematic Investing: Thematically Wrong?

CFA Institute

MARCH 22, 2020

Should investors consider thematic investing?

Investments

Investments Performance Measuring Economics

A Call to Action: Aligning Gender Lens Investing and ESG

CFA Institute

MARCH 7, 2021

Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy.

Investments

Investments Performance Measuring Economics

To Invest Internationally, or Not — That Is the Question

CFA Institute

MAY 17, 2021

We should lean toward investing in all of the world all of the time.

Investments

Investments Performance Measuring Risk Management Economics

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.

Investments

Investments Finance Performance Measuring Communication

Gender Lens Investing: Asset Managers and Women in Leadership

CFA Institute

OCTOBER 6, 2021

Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?

Leadership

Leadership Investments Performance Measuring Economics

If an Investment Strategy Looks Too Good to Be True, Look under the Hood

CFA Institute

MAY 3, 2020

How could a portfolio invested 51% in the S&P 500 Index yield the same returns as one that's 100% invested?

Investments

Investments Performance Measuring Economics

Improving the Odds of Value Investing

CFA Institute

MAY 9, 2021

So what is the value factor's key performance driver? Based on what evidence?

Investments

Investments Performance Measuring Risk Management Economics

Investment Governance for Fiduciaries: The How and the Why

CFA Institute

SEPTEMBER 20, 2019

How do we as fiduciaries approach investment governance?

Investments

Investments Performance Measuring Economics Finance

Pointless Market Equivalence? If Not the IRR, Why the PME?

CFA Institute

JULY 4, 2021

The public market equivalent (PME) does not reflect the economic reality of private equity investing.

Marketing

Marketing Economics Investments Performance Measuring

Private Equity vs. Venture Capital: Opposite Investment Mindsets

CFA Institute

SEPTEMBER 29, 2020

PE and VC performance-enhancing techniques are not just different, they are precise opposites.

Investments

Investments Performance Measuring Economics

How Painful Can Factor Investing Get?

CFA Institute

AUGUST 18, 2019

The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.

Investments

Investments Performance Measuring Economics

Boards are accelerating changes to ESG priorities

Future CFO

DECEMBER 14, 2020

Boards are accelerating changes to ESG priorities, promoted by global events such as the pandemic, economic uncertainties, and social and racial injustice, said Willis Towers Watson recently when releasing results of a survey. Respondents employ 2.2 million workers, according to the firm.

Performance Measuring

Performance Measuring Planning Economics Investments

Gender Lens Investing: Where to from Here?

CFA Institute

MAY 25, 2020

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

Investments

Investments Leadership Performance Measuring Economics

Valuing Digital Assets with TradFi Tools: Three Methods

CFA Institute

OCTOBER 25, 2022

Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.

Investments

Investments Performance Measuring Risk Management Economics

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.

Budgeting

Budgeting Forecasting Planning Strategic Planning

ESG Investing: Too Good to Be True?

CFA Institute

JANUARY 13, 2019

The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.

Investments

Investments Performance Measuring Economics