Economics, Investments, Performance Measuring and Risk Management

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. This analysis can help you identify risks, assess the feasibility of goals, or optimize your financial plans. 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 Risk Management

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

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

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

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

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

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

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

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

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

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

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

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

How Goals-Based Portfolio Theory Came to Be

CFA Institute

NOVEMBER 16, 2022

Investing is never done in the abstract. Investing is — and always has been — goals-based.

Investments

Investments Performance Measuring Risk Management Economics

ESG (In)Efficiency

CFA Institute

DECEMBER 22, 2022

Passive ESG investing has become increasingly active. It’s time for a rethink.

Investments

Investments Performance Measuring Risk Management Economics

Rising Risk: Accounting Shenanigans and Alternative Investments

CFA Institute

AUGUST 9, 2019

The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.

Accounting

Accounting Investments Performance Measuring Accounting Standards

Renewable Energy Funds: Through a Gender Lens

CFA Institute

MAY 31, 2022

As ESG investing continues to grow, applying a gender lens to public equity funds focused on climate solutions is critical.

Investments

Investments Performance Measuring Risk Management Economics

ESG Asset Managers: Define the Why

CFA Institute

AUGUST 24, 2021

Clients today want their investments to produce a genuine positive impact as well as a return. Asset managers need to define how they plan to do that.

Investments

Investments Planning Performance Measuring Risk Management

How Sharp Is the Sharpe Ratio? An Analysis of Global Stock Indices

CFA Institute

JUNE 3, 2022

To test the Sharpe Ratio’s effectiveness, we constructed monthly return distributions for global stock market indices to see if any had too much skewness.

Construction

Construction Marketing Performance Measuring Risk Management

Tell Me a Story: Aswath Damodaran on Valuing Young Companies

CFA Institute

MAY 24, 2022

"You don't have to be right to make money [valuing companies]," Aswath Damodaran says. You just have to be less wrong than everybody else.”.

Performance Measuring

Performance Measuring Risk Management Valuation Economics

ESG Matters: Global Trends and Transitions

CFA Institute

FEBRUARY 24, 2021

How are women growing in importance in the investment ecosystem? How are firms approaching the sustainability journey?

Investments

Investments Performance Measuring Risk Management Economics

Equity Risk Premium Forum: Term Structure, Mean Reversion, and CAPE Reconsidered

CFA Institute

JULY 29, 2022

Does the equity risk premium (ERP) vary depending on the term structure? Does reversion to the mean dictate that it will decrease the longer the time horizon?

Performance Measuring

Performance Measuring Risk Management Economics Investments

Digital Gold or Fool’s Gold: Is Crypto Really a Hedge against Equity Risk?

CFA Institute

JULY 11, 2022

When it comes to hedging equity risk, bitcoin and cryptocurrencies are less "digital gold" and more fool's gold.

Performance Measuring

Performance Measuring Risk Management Economics Investments

Equity Risk Premium Forum: The Deficient Market Hypothesis

CFA Institute

APRIL 29, 2022

"If we thought of the equity premium as a fear premium," Rob Arnott says, "a lot of the so-called anomalies that we’ve talked about would not be anomalies at all.".

Marketing

Marketing Performance Measuring Risk Management Economics

How Do Cryptocurrencies Correlate with Traditional Asset Classes?

CFA Institute

NOVEMBER 16, 2022

The crypto market’s recent gyrations necessitate a fresh look at the evolving relationships between crypto and traditional asset classes.

Performance Measuring

Performance Measuring Risk Management Economics Investments

Presidential Election Cycle Theory: A Bullish 2023?

CFA Institute

FEBRUARY 14, 2023

What are the strengths, limitations, and nuances of presidential election cycle theory and what does the current political context foretell regarding whether 2023 will follow the predicted trend?

Performance Measuring

Performance Measuring Risk Management Forecasting Economics

Dollar-Cost Averaging (DCA): A Reappraisal

CFA Institute

DECEMBER 29, 2020

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.

Investments

Investments Performance Measuring Risk Management Economics

Is the 60/40 Portfolio Still Relevant?

CFA Institute

APRIL 12, 2023

How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?

Performance Measuring

Performance Measuring Marketing Risk Management Economics

Equity Risk Premium Forum: Don’t Bet Against a Bubble

CFA Institute

APRIL 7, 2022

Cliff Asness, Rob Arnott, Roger G. Ibbotson, and other luminaries explore the nature of bubbles and the momentum factor.

Performance Measuring

Performance Measuring Risk Management Economics Investments

Time-Varying Risk Premia: Cochrane’s “Discount Rates”

CFA Institute

MARCH 11, 2022

"Discount rates vary a lot more than we thought. Most of the puzzles and anomalies that we face amount to discount-rate variation we do not understand.".

Performance Measuring

Performance Measuring Risk Management Economics Investments

Managed Futures: A Risk-Off Solution?

CFA Institute

DECEMBER 15, 2022

If Treasuries no longer fulfill their traditional role, what other strategies or asset classes can enhance diversification and deliver consistent returns?

Treasury

Treasury Performance Measuring Risk Management Economics

Equity Risk Premium Forum: MMT, Looking Back, Looking Ahead

CFA Institute

SEPTEMBER 22, 2022

"There’s one aspect of MMT that I have some sympathy for: the notion that what we spend money on is far more important than how we finance it." -- Cliff Asness.

Finance

Finance Performance Measuring Risk Management Economics