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 133

Marketing Economics Performance Measuring Risk Management 133

Future CFO

FEBRUARY 16, 2022

83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. The top two challenges holding businesses back from delivering against ESG according to respondents are externally, near-term economic uncertainty (85%) and internally, lack of commitment from the board (43%).

Performance Measuring 52

Performance Measuring Leadership Risk Management Economics 52

CFA Institute

FEBRUARY 17, 2022

This detailed stock market study attempts to extend Robert Shiller’s development of narrative economics.

Marketing 93

Marketing Economics Performance Measuring Investments 93

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.

Performance Measuring 40

Performance Measuring Planning Economics Investments 40

Future CFO

DECEMBER 6, 2019

While these provide useful information, they are focused on the short-term and do little to reflect underlying economic performance or to precisely capture the creation (or destruction) of long-term shareholder value, the business school noted. What is LIVA? values both profits and growth.

Net Present Value (NPV) 40

Net Present Value (NPV) Performance Measuring Economics Marketing 40

CFA Institute

JUNE 1, 2021

The goal of private equity is to be impervious to the vagaries of the economic cycle and to outside interference.

Marketing 54

Marketing Economics Performance Measuring Leverage 54

CFA Institute

JULY 4, 2021

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

Marketing 52

Marketing Economics Investments Performance Measuring 52

CFA Institute

DECEMBER 12, 2019

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

Economics 54

Economics Performance Measuring Financial Analysis Communication 54

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.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFA Institute

JUNE 9, 2021

How should investors shift their fixed-income portfolios amid the US economic recovery?

Economics 52

Economics Performance Measuring Marketing Investments 52

CFA Institute

JULY 21, 2020

How did gender lends funds perform amid the pandemic and economic downturn of the first quarter?

Economics 52

Economics Performance Measuring Investments 52

CFA Institute

FEBRUARY 26, 2020

A long-forgotten economic indicator demands a reappraisal, says Daniel Nevins, CFA.

Economics 52

Economics Performance Measuring Financial Analysis Banking 52

PYMNTS

AUGUST 3, 2016

It’s also able to measure various characteristic trends, risk and population volumes in order to determine true performance measures. And from there, here’s what the company’s assessment was able to conclude. The VantageScore 3.0

Performance Measuring 40

Performance Measuring Economics Accounting 40

CFA Institute

JANUARY 31, 2023

As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.

Performance Measuring 108

Performance Measuring Economics Investments 108

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 116

Investments Performance Measuring Risk Management Economics 116

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 144

Performance Measuring Risk Management Valuation Economics 144

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 136

Construction Marketing Performance Measuring Risk Management 136

CFA Institute

JANUARY 30, 2023

Is there a relationship between where bitcoin is mined and how the performance of the local equity markets correlated with bitcoin prices?

Marketing 115

Marketing Performance Measuring Economics Investments 115

PYMNTS

DECEMBER 2, 2016

The default risk associated with that score value (any credit score value) is not a fixed quantity: It will shift continually as economic conditions fluctuate, as lenders develop new loan products and as consumer behaviors change accordingly. The truth is more nuanced: A credit score evaluates a consumer’s risk of defaulting on a loan (i.e.,

Performance Measuring 52

Performance Measuring Economics Accounting Credit Risk 52

CFA Institute

APRIL 10, 2023

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

Planning 94

Planning Performance Measuring Risk Management Economics 94

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 116

Performance Measuring Risk Management Economics Investments 116

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 122

Marketing Performance Measuring Risk Management Economics 122

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 117

Performance Measuring Risk Management Economics Investments 117

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 87

Performance Measuring Risk Management Forecasting Economics 87

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 85

Performance Measuring Marketing Risk Management Economics 85

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 135

Performance Measuring Risk Management Economics Investments 135

CFA Institute

OCTOBER 21, 2022

The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to finance a transaction.

Leverage 110

Leverage Finance Performance Measuring Economics 110

CFA Institute

APRIL 24, 2022

The correlation between volume and price of crypto coins and tokens is negligible no matter how it's measured.

Performance Measuring 133

Performance Measuring Economics Investments 133

CFA Institute

APRIL 11, 2022

Ever-greater access to world equity markets should have made it easier for investors to build and harvest the benefits of diversified global stock portfolios. But has it really?

Performance Measuring 107

Performance Measuring Marketing Economics Investments 107

CFA Institute

JUNE 17, 2022

Equities can compound in value in a way that investments in bonds, real estate, and other asset classes cannot.

Investments 131

Investments Performance Measuring Economics 131

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 127

Performance Measuring Risk Management Economics Investments 127

CFA Institute

JULY 10, 2022

Can token pickers demonstrate differentiated performance? What role does security selection play in cryptocurrency investing?

Securities 117

Securities Investments Performance Measuring Economics 117

CFA Institute

JUNE 22, 2022

Almost unique among serious finance books, Edward Chancellor’s The Price of Time serves well as bedtime reading.

Finance 115

Finance Performance Measuring Economics Banking 115

CFA Institute

DECEMBER 15, 2022

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

Investments 117

Investments Technology Performance Measuring Economics 117

CFA Institute

NOVEMBER 3, 2022

When have fixed-income assets actually done what portfolio managers and investors expect them to do?

Performance Measuring 117

Performance Measuring Economics Investments 117

CFA Institute

APRIL 18, 2023

A fund family's success with bond funds may not translate to the equity side of the ledger.

Marketing 103

Marketing Performance Measuring Economics Investments 103

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 92

Finance Performance Measuring Risk Management Economics 92