Investments Performance Measuring Securities 
Barry Ritholtz
DECEMBER 30, 2024
He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.
CFA Institute
APRIL 27, 2023
Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. He is a CFA charterholder and a member of the CFA Society of the UK.
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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).
CFA Institute
JULY 10, 2022
What role does security selection play in cryptocurrency investing? Can token pickers demonstrate differentiated performance?
CFA Institute
MARCH 29, 2022
The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.
Future CFO
AUGUST 7, 2024
This should lead to further market share gains and reduce inventory turnover days and investment." Ho believes CFOs are uniquely placed to partner HRDs to plan these structures or even lead the transformation given their intimate knowledge of strategic direction and available finances, critical roles and performance measures.
CFA Institute
FEBRUARY 25, 2022
How can we mitigate sequence of returns risk (SoRR)?
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