CFA Institute

AUGUST 23, 2023

The freedom to invest responsibly and the principle of risk management must be defended, and that requires us to go back to basics.…

Risk Management 52

Risk Management Investments Performance Measuring Economics 52

Future CFO

DECEMBER 17, 2024

Challenges and opportunities Sandeep Sethi , CEO of Sustainable Solutions Consulting, underscores several pressing challenges facing banks that directly impact CFOs: Economic uncertainty : Fluctuating interest rates and macroeconomic volatility affect clients financial health, prompting CFOs to seek proactive strategies from their banking partners.

Banking 98

Banking Risk Management Leverage Compliance 98

CFA Institute

NOVEMBER 6, 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.

Benchmarking 52

Benchmarking Investments Financial Analyst Economics 52

Fpanda Club

JANUARY 23, 2025

However, the interpretation and analysis of economic trends are typically the responsibility of specialized professionals. Business case assessment When organizations consider major investments or initiatives, building a strong business case is essential to evaluate feasibility and ROI. Of course, they matter.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFA Institute

JANUARY 7, 2025

He is pursuing a PhD at CentraleSupélec, specializing in natural language processing to develop decision models for financial market investments. A graduate of Polytechnique, he also completed degrees at ENSAE and the London School of Economics. He has more than 15 years' experience in investment management and research.

Investments 52

Investments Economics Risk Management Leadership 52

CFA Institute

MAY 14, 2025

Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. He is a CFA charterholder and a member of the CFA Society of the UK.

Investments 98

Investments Business Analytics Communication Valuation 98

Future CFO

OCTOBER 27, 2024

The environmental, social and governance principles have become integral to the country's long-term growth and development strategies as business and policy-makers recognise the need to balance economic progress with environmental protection and social responsibility. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

Future CFO

MARCH 26, 2025

Chief financial officers are in it for a balancing act on sustainability mandates, technology investments, and economic and geopolitical shifts. The World Economic Forum notes that across industries, CFOs view AI as a strategic asset shaping the future of finance.

Technology 52

Technology Investments Risk Management Economics 52

CFA Institute

JULY 3, 2025

Higgins is the author of Investing in U.S. In March 2024, Investing in U.S. Financial History was awarded a bronze medal in the prestigious 2024 Axiom Book Awards under the category of “Personal Finance/Retirement Planning/Investing.” Financial History: Understanding the Past to Forecast the Future.

Marketing 58

Marketing Risk Management Financial Analyst Investments 58

Global Finance

DECEMBER 16, 2024

2005-2019 CTBC Bank – Retail Banking Credit Risk Management Division, Vice President. Deploying personal financial risk management systems and operations internationally, including in China (including Goldmax Consumer Finance Company), The United States, Canada, Japan, the Philippines, Indonesia, and Thailand.

Banking 105

Banking Finance Leverage Technology 105

CFA Institute

AUGUST 19, 2024

Joseph Simonian, PhD, is senior investment strategist at Scientific Beta. He is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide.

Economics 52

Economics Financial Data Investments Finance 52

Global Finance

DECEMBER 9, 2024

Global Finance recently sat down with representatives of three financial institutions, including two development banks and one commercial bank, to discuss banking and the role it plays in Africas economic growth. She led the Risk Management Practice Group in IFC Asia prior to her mangerial role in Africa.

Marketing 98

Marketing Banking Finance Profit and Loss 98

CFA Institute

FEBRUARY 19, 2025

Markus Schuller, MBA, MScFE, is the founder and managing partner of Panthera Solutions. As a leading behavioral design company, Panthera optimally configures the investment decision design of professional investment processes to facilitate most evidence-based decision making.

Investments 52

Investments Finance Banking Risk Management 52

CFA Institute

NOVEMBER 13, 2023

The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.

Investments 52

Investments Marketing Risk Management Economics 52

CFA Institute

JANUARY 8, 2025

Our Conversations with Frank Fabozzi, CFA series aims to bring leading experts in finance and economics into dialogue to explore critical issues shaping the industry's future.

Technology 52

Technology Investments Economics Finance 52

CFA Institute

APRIL 17, 2025

Odiri Oginni, CFA, DBA, is the CEO of United Capital Asset Management, a leading investment firm in Nigeria with more than ₦1 trillion in assets under management. She assumed the role in January 2019 and brings more than 19 years of experience in investment management and financial advisory.

Investments 52

Investments CFO Finance Accounting 52

Future CFO

DECEMBER 4, 2024

One of my proudest achievements was leading the establishment of the first investment-grade-rated RM1.5 The ongoing geopolitical tensions, economic uncertainties, and market volatility call for a sharper focus on risk management and strategic decision-making. Adaptability and an openness to what’s next are key.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFA Institute

JULY 23, 2023

Nicolas Rabener is the managing director of Finominal, which provides quantitative solutions for factor investing. Previously he founded Jackdaw Capital, a quantitative investment manager focused on equity market neutral strategies.

Investments 52

Investments Banking Performance Measuring Marketing 52

Future CFO

MARCH 3, 2025

This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. They should also invest in developing their soft skills , such as communication, leadership, and decision-making.

Finance 69

Finance Communication Leadership Profit and Loss 69

CFA Institute

MAY 22, 2025

Kanan Mammadov is a Master of Science in Finance candidate at the George Washington University School of Business, with a strong academic and professional foundation in investment analysis, risk management, and corporate finance. He holds a bachelor of science in finance and economics from the same institution.

Corporate Finance 52

Corporate Finance Economics Risk Management Financial Systems 52

CFA Institute

JUNE 25, 2025

Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.

Risk Management 69

Risk Management Economics Investments 69

CFA Institute

OCTOBER 31, 2023

Hahn, CFA, is a partner with Tata Consultancy Services CRO Strategies Group where he leads their financial risk and model risk management advisory services. He earned an MBA (Hons.)

Risk Management 52

Risk Management Credit Risk Treasury Economics 52

Global Finance

JUNE 5, 2025

Michelle Knowles: Innovation in Africa has created a more inclusive and efficient financial ecosystem by driving economic growth and empowering emerging populations. We believe that innovation will further help support African trade, which also enables economic growth.

Risk Management 59

Risk Management Finance Leverage Economics 59

Global Finance

JUNE 11, 2025

Sanjay Malhotra , RBI Reserve Bank of India (RBI) RBI’s Unified Lending Interface (ULI) is a transformative initiative poised to democratize credit access, foster economic growth, and revolutionize India’s financial landscape. To address this, Wells Fargo partnered with Pegasystems, a business-process management firm based near Boston.

Compliance 52

Compliance Foreign Exchange SAP Banking 52

Global Finance

DECEMBER 6, 2024

Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. Over recent years, it has developed a strong private banking sustainable investment program and service.

Banking 52

Banking Concentration Investments Risk Management 52

CFO Talks

NOVEMBER 6, 2024

In markets businesses face a mix of global influences, currency shifts, and regional economic trends that can impact everything from cash flow to expansion plans. Track Economic Signals with Purpose Certain economic indicators offer essential clues about the broader landscape and how it might affect your business.

Finance 52

Finance Marketing Auditing Budgeting 52

Global Finance

APRIL 4, 2025

Salah Al Fulaij, CEO-Kuwait at National Bank of Kuwait (NBK), discusses Kuwaits path toward economic and banking reform and NBKs strategy in a period of change. Global Finance: In fall 2023, the government of Kuwait released its Master Plan 2040, focused on modernizing company law, economic openness, and encouraging non-oil development.

Economics 52

Economics Prioritization Leverage Finance 52

CFO Plans

DECEMBER 16, 2024

This scalable support adapts to changing business needs, whether scaling up or navigating economic challenges. These services provide a holistic approach, encompassing everything from daily transaction management to financial planning and risk management.

Accounting 52

Accounting CFO Leadership Prioritization 52

CFO Talks

NOVEMBER 29, 2024

Looking ahead, I aim to continue serving on boards that focus on skills development and small business growth, as these are critical areas for economic empowerment and job creation. When I eventually retire from active employment, I envision dedicating my time to various boards, where I can share my expertise and help shape impactful programmes.

CFO 95

CFO Auditing Leadership Finance 95

Global Finance

MARCH 21, 2025

Oliver Jones, head of EY-Parthenons Geostrategic Business Group, tells Global Finance how forward-looking companies are embedding geopolitical thinking into their risk frameworks, investment decisions, and long-term planning. Thirdly, is a shift to economic competition. No longer is it just about near shoring, or friend shoring.

CFO 71

CFO Risk Management Finance Strategic Planning 71

CFA Institute

FEBRUARY 16, 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

Global Finance

DECEMBER 26, 2024

This includes guidance on hedging strategies and risk management to capitalize on opportunities and mitigate risks associated with carry trades. Flora: Geopolitical issues can increase global economic instability and volatility in financial markets.

Currencies 52

Currencies Banking Risk Management Finance 52

CFA Institute

FEBRUARY 8, 2024

Bernstein provides a comprehensive guide that offers important insights and practical strategies for creating and maintaining a successful investment portfolio.

Investments 52

Investments Risk Management Economics Finance 52

CFA Institute

MAY 28, 2025

Marc Fandetti, CFA, is a portfolio strategist at Armstrong Advisory Group, a Registered Investment Advisor in Needham Massachusetts. He is a CFA charterholder and holds an MS in Applied Economics from Boston College.

Investments 52

Investments Economics Risk Management 52

CFA Institute

SEPTEMBER 17, 2024

By minimizing exposure to severe market downturns, investors can achieve higher risk-adjusted returns, preserve capital, and avoid the psychological toll of significant losses.

Economics 52

Economics Marketing Risk Management Investments 52

CFA Institute

SEPTEMBER 7, 2023

Muadh Alhusaini, CFA, FRM, CAIA, is a co-founder and managing partner at Ehata Financial, a specialized independent advisory house focused on market risk management and hedging. He is a CFA charterholder and holds the Financial Risk Manager (FRM) certification and is a Certified Alternative Investment Analyst (CAIA).

Finance 52

Finance Risk Management Investments Banking 52

Future CFO

DECEMBER 11, 2024

Key challenges and opportunities in the banking sector Sandeep Sethi, CEO of Sustainable Solutions Consulting, highlights several pressing challenges facing banks in the current environment: Economic Uncertainty : The uncertain economic environment, characterised by high interest rates and their impact on clients, poses significant challenges.

Banking 52

Banking Risk Management Compliance Investments 52