CFA Institute

MAY 20, 2022

William Kinlaw, Mark Kritzman, and David Turkington offer advice on a wide range of asset allocation topics, backing up their recommendations with solid quantitative analysis.

Quantitative Analysis 144

Quantitative Analysis Risk Management Economics Investments 144

Corporate Finance Lab

SEPTEMBER 5, 2022

Sitkoff, “Reconciling Fiduciary Duty and Social Conscience: The Law and Economics of ESG Investing by a Trustee”, Stanford Law Review 2020, 381-454 (“The theory behind a collateral benefits ESG screen is that by eschewing investment in bad-ESG firms, investors will raise the cost of capital to those firms, inducing them to change their practices.

Finance 61

Finance Quantitative Analysis Economics Investments 61

Future CFO

AUGUST 2, 2020

They also exhibit more resilience in the face of unexpected events, such as the economic crisis resulting from the current pandemic , he added. Yet CFOs who model their costs around the differentiating factors unique to their organisations secure on average a greater excess ROIC versus those who focus on extrinsic factors, Boldt pointed out.

Quantitative Analysis 40

Quantitative Analysis Budgeting CFO Investments 40

Spreadym

JULY 3, 2023

It involves researching and collecting data on current trends in various domains such as technology, demographics, economics, politics, and social factors. This approach provides a more data-driven and quantitative perspective on the future but may overlook discontinuities or unexpected events.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Quantitative Analysis 52

Barry Ritholtz

NOVEMBER 8, 2022

When I was at GMO, we — a colleague and I ran a sort of quantitative analysis of speculative bubbles and we crunched, produced my system date 10,000 years of data of various commodity markets, and real estate markets, and stock markets around the world. All our economic actions are taking place across time. RITHOLTZ: Yes.

Valuation 56

Valuation Finance Investments Banking 56

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So I was hired to be the quantitative analyst. Quantitative analysis was really starting to gain momentum and everybody thought they needed a quant of one form or another. strategist, to being the chief quantitative strategist. You get an MBA from NYU. Where are we?

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: You guys do everything from quantitative analysis to macro. How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? How does this impact global trade and other economic factors? RITHOLTZ: Right. TROPIN: They use multiple time horizons.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117