article thumbnail

Quality of Earnings: A Critical Lens for Financial Analysts

CFA Institute

Quality of Earnings: By approaching financials with this sharper lens, analysts can not only anticipate problems but also identify opportunities that align with long-term value creation.

article thumbnail

Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning

CFA Institute

Certified Financial Planner™ (CFP®) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. CFB Board). The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Escaping the Benchmark Trap: A Guide for Smarter Investing

CFA Institute

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.

article thumbnail

Tariffs and Returns: Lessons from 150 Years of Market History

CFA Institute

He has a strong academic background and has published research regularly in prestigious academic and practitioner journals, including the Journal of Financial Economics, the American Economic Review, and the Financial Analysts Journal. He has published in the Journal of Empirical Finance and the Financial Analysts Journal.

article thumbnail

10 Types of Financial Models

The Finance Weekly

Types of Financial Models We've categorized the following financial models into internal and external use cases: Internal Financial Models These models aid in planning, budgeting, and forecasting within an organization. If the income statement shows a profit, it boosts the equity on the balance sheet.

article thumbnail

Two Enduring Legacies, One Oracle’s Exit, and “Buffett’s Alpha”

CFA Institute

Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article, “Buffett’s Alpha.”

article thumbnail

The Low-Volatility Factor and Occam’s Razor

CFA Institute

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.