Climate Change, Risk Management, and the Freedom to Invest Responsibly
CFA Institute
AUGUST 23, 2023
The freedom to invest responsibly and the principle of risk management must be defended, and that requires us to go back to basics.…
Investments Performance Measuring Risk Management 
Tariffs and Returns: Lessons from 150 Years of Market History
CFA Institute
MAY 21, 2025
Guido Baltussen serves as the head of Quantitative Strategies International at Northern Trust Asset Management. Prior to joining Northern Trust, Baltussen was, amongst others, the head of Equity Factor Investing and co-head of Quantitative Fixed Income. He has also served as an adjunct professor at the Illinois Institute of Technology.
Marketing 
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Webinars
How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter
Protect What Matters: Rethinking Finance Ops In A Digital World
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trending Sources
Escaping the Benchmark Trap: A Guide for Smarter Investing
CFA Institute
NOVEMBER 6, 2024
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.
Benchmarking 52
52 Webinars
How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter
Protect What Matters: Rethinking Finance Ops In A Digital World
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Your Accounting Expertise Will Only Get You So Far: What Really Matters
When Hindsight Becomes Foresight: Replicating Investment Performance
CFA Institute
JULY 23, 2023
Nicolas Rabener is the managing director of Finominal, which provides quantitative solutions for factor investing. Previously he founded Jackdaw Capital, a quantitative investment manager focused on equity market neutral strategies.
Investments 52
52 
Diversity and Investment Performance: What Trade-Off?
CFA Institute
DECEMBER 30, 2022
Is there a trade-off between diversity and investment performance?
Investments 128
128 
China’s Enterprise Annuities: “Long-Term Money, Short-Term Investment”
CFA Institute
MARCH 29, 2022
The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.
Investments 128
128 
Bad Ideas: Why Active Equity Funds Invest in Them and Five Ways to Avoid Them
CFA Institute
FEBRUARY 1, 2024
Rather the investment industry incentivizes them to manage business risk at the expense of long-term portfolio performance. Most active equity funds do not underperform for lack of stock-picking skill.
Investments 52
52 
On Investment Objectives and Risks, Clear Communication Is Key, Part 3
CFA Institute
FEBRUARY 23, 2022
Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.
Communication 122
122 
Why Invest in Stocks?
CFA Institute
MAY 11, 2022
Equities are not necessarily more risky than such "safe" assets as US Treasuries. .
Investments 119
119 
Asset Owner Perspectives: Building Investment Organizations Fit for the Future
CFA Institute
JUNE 17, 2022
How are asset owners thinking about and building their multi-generational, long-horizon portfolios?
Investments 128
128 
On Investment Objectives and Risks, Clear Communication Is Key, Part 2
CFA Institute
JANUARY 25, 2022
Standard deviation fails to characterize risk in a way that matters to most investors.
Communication 122
122 
PPM priorities and challenges for finance in Asia in 2025
Future CFO
MARCH 11, 2025
He adds that cloud-based solutions, seamless integrations, and AI-powered features are commonplace, enabling organisations to manage processes and adapt to the ever-changing business landscape dynamically.
Finance 52
52 
Sustainability, ESG, and the Future of Investing: A Review
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 98
98 
How Do Shareholder Loans and Intangible Assets Impact PE Financials?
CFA Institute
MARCH 7, 2025
Investment professionals must carefully consider how shareholder loans and intangible assets influence financial ratios, as these factors materially shape the post-buyout financial landscape.
Investments 52
52 
The Low-Volatility Factor and Occam’s Razor
CFA Institute
FEBRUARY 16, 2024
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.
ESG (In)Efficiency
CFA Institute
DECEMBER 22, 2022
Passive ESG investing has become increasingly active. It’s time for a rethink.
Investments 135
135 
Did Real Assets Provide an Inflation Hedge When Investors Needed it Most?
CFA Institute
FEBRUARY 6, 2025
Marc Fandetti, CFA, is a portfolio strategist at Armstrong Advisory Group, a Registered Investment Advisor in Needham Massachusetts. Fandetti’s research has been published in The Journal of Portfolio Management and The Journal of Alternative Investments.
Economics 52
52 
Regret and Optimal Portfolio Allocations
CFA Institute
MAY 12, 2023
David Blanchett, PhD, CFA, CFP®, is managing director, portfolio manager, and head of retirement research for PGIM DC Solutions. 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.
Factor Portfolios and Cap-Weighted Benchmarks: Bridging the Tracking Error Gap
CFA Institute
JULY 14, 2023
Can we retain the benefits and economically sound basis of a factor approach to equity investing while more closely aligning a factor portfolio’s performance to a cap-weighted benchmark?
Benchmarking 52
52 
Research and Policy Center Five Most Popular Articles of 2023: Sustainability
CFA Institute
DECEMBER 26, 2023
Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor , Pageant Media, Markets Group, and the New York investment management firm Cohen & Steers.
Investments 52
52 
Valuing Digital Assets with TradFi Tools: Three Methods
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 131
131 
Portfolio Confidential: Five Common Client Concerns
CFA Institute
OCTOBER 8, 2023
Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.
Currencies 52
52 
Climate Transition Risk in European Equity Markets
CFA Institute
MARCH 15, 2024
Lucia Catalan is a Managing Director in the Client Solutions Group within Goldman Sachs Asset Management, serving as head of the Iberia Client Business. As part of her role, she advises clients on investment solutions including fixed income and liquidity, equity, alternatives and private markets.
Marketing 52
52 
Renewable Energy Funds: Through a Gender Lens
CFA Institute
MAY 31, 2022
As ESG investing continues to grow, applying a gender lens to public equity funds focused on climate solutions is critical.
Investments 122
122 
Venture Capital: Lessons from the Dot-Com Days
CFA Institute
MARCH 1, 2024
He has worked as an investment executive for multiple fund managers. Canderle also lectures on alternative investments at business schools. Sebastien Canderle is a private capital advisor. He is the author of several books, including The Debt Trap and The Good, the Bad and the Ugly of Private Equity.
Investments 52
52 
How Goals-Based Portfolio Theory Came to Be
CFA Institute
NOVEMBER 16, 2022
Investing is never done in the abstract. Investing is — and always has been — goals-based.
Investments 111
111 
Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium
CFA Institute
DECEMBER 30, 2022
In a wild year for markets and investing, what EI content most resonated with readers?
Investments 116
116 
Investing in the Age of Engagement
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
52 
What-if analysis or why is it important for good financial planning software?
Spreadym
MAY 10, 2023
It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. This analysis can help you identify risks, assess the feasibility of goals, or optimize your financial plans. Risk Management: What-if analysis is also useful in risk management.
Rethinking Corporate FX Hedging: Seeing the Forest through the Trees
CFA Institute
SEPTEMBER 10, 2023
With 20 years of experience in international banking, Mohammad Ali Shaikh, CFA, is currently working on setting up a macro fund through Ilqa Investments, a firm he co-founded. He is a graduate of McGill University, where he majored in finance, and holds an executive MBA from INSEAD.
Banking 52
52 
The 60/40 Portfolio Needs an Alts Infusion
CFA Institute
DECEMBER 21, 2023
Charles De Andrade is responsible for the evaluation, structuring, and execution of equity and debt investments as one of the senior members on the investments team at EquityMultiple Investment Partners (EMIP).
Investments 52
52 
To Invest Internationally, or Not — That Is the Question
CFA Institute
MAY 17, 2021
We should lean toward investing in all of the world all of the time.
Investments 52
52 
ESG Asset Managers: Define the Why
CFA Institute
AUGUST 24, 2021
Clients today want their investments to produce a genuine positive impact as well as a return. Asset managers need to define how they plan to do that.
Investments 98
98 
Improving the Odds of Value Investing
CFA Institute
MAY 9, 2021
So what is the value factor's key performance driver? Based on what evidence?
Investments 52
52 
ESG-driven growth: Stakeholders have greater expectation but boards lack commitment
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.
Rising Risk: Accounting Shenanigans and Alternative Investments
CFA Institute
AUGUST 9, 2019
The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.
Accounting 52
52 
Quality of Earnings: A Critical Lens for Financial Analysts
CFA Institute
MARCH 26, 2025
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.
Modernising finance reporting in support of ESG
Future CFO
JULY 3, 2024
Reporting is no longer just about providing quarterly financial performance. These new requirements have made nonfinancial disclosures a part of business and the long-term investment thesis. They will act as a global baseline for providing, a more holistic picture of corporate performance.
Finance 59
59 
Myth-Busting: Alts’ Uncorrelated Returns Diversify Portfolios
CFA Institute
DECEMBER 9, 2022
Do alternatives offer any diversification benefits?
Digital Gold or Fool’s Gold: Is Crypto Really a Hedge against Equity Risk?
CFA Institute
JULY 11, 2022
When it comes to hedging equity risk, bitcoin and cryptocurrencies are less "digital gold" and more fool's gold.
How Sharp Is the Sharpe Ratio? An Analysis of Global Stock Indices
CFA Institute
JUNE 3, 2022
To test the Sharpe Ratio’s effectiveness, we constructed monthly return distributions for global stock market indices to see if any had too much skewness.
Construction 141
141 
Tell Me a Story: Aswath Damodaran on Valuing Young Companies
CFA Institute
MAY 24, 2022
"You don't have to be right to make money [valuing companies]," Aswath Damodaran says. You just have to be less wrong than everybody else.”.
Equity Risk Premium Forum: Don’t Bet Against a Bubble
CFA Institute
APRIL 7, 2022
Cliff Asness, Rob Arnott, Roger G. Ibbotson, and other luminaries explore the nature of bubbles and the momentum factor.
Retirement Income: Six Strategies
CFA Institute
FEBRUARY 25, 2022
How can we mitigate sequence of returns risk (SoRR)?
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