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Crypto Tokens: Does Security Selection Matter? 

CFA Institute

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

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A new way to measure long-term firm performance and shareholder value

Future CFO

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.

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Rethinking Retirement Planning Outcome Metrics

CFA Institute

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.

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Redefining the Retirement Income Goal

CFA Institute

Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.

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More Realistic Retirement Income Projections Require Dynamic Adjustments

CFA Institute

How can we incorporate dynamic spending into retirement income projections?

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Retirement Income: Six Strategies

CFA Institute

How can we mitigate sequence of returns risk (SoRR)?

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

CFA Institute

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