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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.

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Index + Factors + Alpha, ESG: Financial Analysts Journal Editor’s Snapshot

CFA Institute

The last Financial Analysts Journal issue of 2021 features examinations of machine learning. tax-loss harvesting, and more.

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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.

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Tariffs and Returns: Lessons from 150 Years of Market History

CFA Institute

Prior to joining Northern Trust, Baltussen was, amongst others, the head of Equity Factor Investing and co-head of Quantitative Fixed Income. Baltussen actively contributes his expertise to the financial media landscape, regularly sharing insights and analysis on platforms such as Bloomberg and the Financial Times.

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Revisiting the Factor Zoo: How Time Horizon Impacts the Efficacy of Investment Factors

CFA Institute

PGIM is the global investment management business of Prudential Financial, Inc. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC. Prior to joining PGIM, Stempien was a director of investments at Morningstar Investment Management.

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For Plan Sponsors: Understanding Investment Vehicles and Fees

CFA Institute

In this role, he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. Dall joined PNC in 2015 as an associate investment advisor. He holds the Chartered Financial Analyst® (CFA) designation.

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1094: Mapping Revenue Levers for Next‑Gen Data Businesses | Dilip Upmanyu, CFO, Cloudera

CFO Thought Leader

His employer at the time couldnt tell which products paid the bills; by dawn, the young financial analyst could. That improvised profitability model, he tells us, still informs his investment mindset today. His employer at the time couldnt tell which products paid the bills; by dawn, the young financial analyst could.

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