CFA Institute

MAY 11, 2022

Equities are not necessarily more risky than such "safe" assets as US Treasuries. .

Investments 102

Investments Treasury Performance Measuring Risk Management 102

CFA Institute

JANUARY 21, 2021

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

Investments 52

Investments Performance Measuring Planning Economics 52

CFA Institute

DECEMBER 16, 2019

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”.

Investments 52

Investments Construction Performance Measuring Risk Management 52

CFA Institute

AUGUST 26, 2022

Jim Cullen presents the value strategy and explains how to apply it in any type of market.

Investments 104

Investments Performance Measuring Marketing Economics 104

CFA Institute

MAY 15, 2019

Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.

Investments 66

Investments Performance Measuring Economics 66

CFA Institute

MARCH 16, 2022

What are the most widely used causality tests in the equity markets?

Investments 110

Investments Performance Measuring Marketing Economics 110

Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. Investment Analysis: In investment decision-making, what-if analysis can be valuable. Risk Management: What-if analysis is also useful in risk management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Prioritization 52

CFA Institute

JUNE 9, 2021

What is the state of ESG analysis and how can investors both have an impact and invest with impact?

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MARCH 1, 2020

“How’d this investment do last quarter?" In the world of alternative investments, getting a simple answer can be strangely difficult.

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MARCH 22, 2022

When it comes to ESG, DEI, and advances in data and technology, this time really is different.

Investments 105

Investments Technology Performance Measuring Economics 105

CFA Institute

OCTOBER 12, 2021

This curated collection of Enterprising Investor 's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.

Investments 78

Investments Performance Measuring Risk Management Economics 78

CFA Institute

JUNE 17, 2022

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

Investments 94

Investments Performance Measuring Risk Management Economics 94

CFO Thought Leader

OCTOBER 29, 2023

Adaptability and Agile Planning: The Planning Aces stress the need for an agile planning approach, focusing on growth, customer retention, and responsible investment. OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Planning 52

Planning CFO Performance Measuring Leadership 52

CFA Institute

SEPTEMBER 9, 2021

William Burckart and Steve Lydenberg, CFA, argue persuasively that systemic issues have important implications for future returns.

Investments 60

Investments Performance Measuring 60

CFA Institute

MARCH 22, 2020

Should investors consider thematic investing?

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

FEBRUARY 3, 2022

Can our Smart Money, Crowd Intelligence, and AI indices beat the S&P 500?

Investments 101

Investments Performance Measuring Economics 101

CFA Institute

MARCH 7, 2021

Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy.

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

JANUARY 25, 2022

Standard deviation fails to characterize risk in a way that matters to most investors.

Communication 107

Communication Investments Performance Measuring Risk Management 107

CFA Institute

MAY 17, 2021

We should lean toward investing in all of the world all of the time.

Investments 52

Investments Performance Measuring Risk Management Economics 52

CFA Institute

AUGUST 27, 2019

In the same spirit, all investment management should be goals-based. To paraphrase Richard Thaler, all finance is behavioral.

Investments 52

Investments Finance Performance Measuring Communication 52

CFA Institute

OCTOBER 6, 2021

Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?

Leadership 62

Leadership Investments Performance Measuring Economics 62

CFA Institute

FEBRUARY 5, 2020

The AI Pioneers in Investment Management report has inspired some compelling questions — and answers.

Investments 52

Investments Performance Measuring 52

CFO Talks

MARCH 14, 2024

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes. This can lead to cost savings and improved operational efficiency.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

CFA Institute

MAY 3, 2020

How could a portfolio invested 51% in the S&P 500 Index yield the same returns as one that's 100% invested?

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MAY 9, 2021

So what is the value factor's key performance driver? Based on what evidence?

Investments 52

Investments Performance Measuring Risk Management Economics 52

CFA Institute

SEPTEMBER 20, 2019

How do we as fiduciaries approach investment governance?

Investments 52

Investments Performance Measuring Economics Finance 52

Centage

SEPTEMBER 11, 2023

Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis. Shift funds to areas that need improvement or invest in initiatives that directly drive growth.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

CFA Institute

AUGUST 18, 2019

The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

SEPTEMBER 29, 2020

PE and VC performance-enhancing techniques are not just different, they are precise opposites.

Investments 63

Investments Performance Measuring Economics 63

CFA Institute

MAY 25, 2020

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

Investments 52

Investments Leadership Performance Measuring Economics 52

Spreadym

SEPTEMBER 19, 2023

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets.

Budgeting 59

Budgeting Forecasting Cash Flow Forecasting Benchmarking 59

CFA Institute

JANUARY 13, 2019

The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.

Investments 54

Investments Performance Measuring Economics 54

CFA Institute

MARCH 10, 2019

Do Growth at a Reasonable Price (GARP) strategies offer an attractive middle ground between Value and Growth?

Investments 52

Investments Performance Measuring Economics 52

Future CFO

FEBRUARY 16, 2022

55% of respondents say there are significant differences of opinion among leadership on how to balance short-term considerations with long-term investments and sustainable growth. 83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. Survey highlights.

Performance Measuring 52

Performance Measuring Leadership Risk Management Economics 52

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

DECEMBER 27, 2019

What does the AUM-weighted sector distribution of gender lens equity funds look like?

Investments 52

Investments Performance Measuring Economics Finance 52

CFO Talks

MARCH 20, 2024

The CFO must also allocate finance resources effectively to drive the greatest return on investment while managing risks associated with global operations and evolving financial reporting standards. They work to align the organization’s behavior with its strategic and financial goals.

CFO 52

CFO Compliance Performance Measuring Education 52