CFA Institute

AUGUST 30, 2023

Brad Swanson is an impact fund manager at Developing World Markets and adjunct professor of finance at George Mason University with an MBA from Columbia University. Zihan Chen is a current senior at George Mason University pursuing a bachelor's degree in finance.

Economics

CFA Institute

DECEMBER 21, 2023

EMIP is the capital markets arm of EquityMultiple , with a focus on capitalizing on dislocation opportunities in the commercial real estate middle market.

Investments

CFA Institute

DECEMBER 9, 2022

Regulatory reform in the private markets should focus on five areas.

Marketing

CFA Institute

APRIL 29, 2022

"If we thought of the equity premium as a fear premium," Rob Arnott says, "a lot of the so-called anomalies that we’ve talked about would not be anomalies at all.".

Marketing

CFA Institute

MAY 24, 2022

The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.

Marketing

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

Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. You can analyze the potential returns and risks associated with different investment options by adjusting variables such as interest rates, market conditions, or investment durations.

Financial Planning and Analysis (FP&A)

Future CFO

FEBRUARY 16, 2022

66% of leaders combined see the top two advantages to integrating ESG factors in their corporate strategy as first, long-term value through new ESG-driven products and services, and second, resilience to ESG risks. 83% of respondents said they would like mandatory reporting of ESG performance measures against global standards.

Performance Measuring

CFA Institute

DECEMBER 30, 2022

In a wild year for markets and investing, what EI content most resonated with readers?

Investments

CFA Institute

APRIL 12, 2023

How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?

Marketing

CFA Institute

AUGUST 8, 2021

How do meme stocks move relative to stock market indices and other meme stocks?

Marketing

CFA Institute

FEBRUARY 14, 2023

What are the strengths, limitations, and nuances of presidential election cycle theory and what does the current political context foretell regarding whether 2023 will follow the predicted trend?

Performance Measuring

Future CFO

JULY 3, 2024

To deliver sustained profitable growth and meet new disclosure obligations CFOs will have to embed sustainability into business decisions by connecting material issues to value creation and risk management. They will act as a global baseline for providing, a more holistic picture of corporate performance.

Finance

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. This helps in risk management and allows for better decision-making in uncertain environments.

Forecasting

Spreadym

JUNE 27, 2023

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies.

Financial Planning and Analysis (FP&A)

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. It is a tool used to anticipate the financial performance of a business or a specific project.

Forecasting

CFO Talks

MARCH 20, 2024

Without a CFO fully focused on the future and driving strategic financial planning, the company risks becoming stagnant, unable to adapt to changes in the market or capitalize on new opportunities. Stagnation: Companies evolve, and their financial strategies need to evolve too.

CFO

CFA Institute

JULY 13, 2020

Since equity markets peaked in February 2020, the underlying foundation of systematic risk has flipped on its head.

Marketing

Spreadym

SEPTEMBER 27, 2023

Performance Measurement: CPM relies on the continuous monitoring and measurement of key performance indicators (KPIs) and metrics that are critical to the organization's success. These KPIs could relate to financial performance, customer satisfaction, operational efficiency, and more.

SAP

CFA Institute

DECEMBER 13, 2020

Are intangibles responsible for the poor performance of the value factor?

Performance Measuring

CFA Institute

MAY 17, 2021

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

Investments

CFA Institute

JULY 14, 2021

Financial Analysts Journal managing editor Heidi Raubenheimer, PhD, CFA, provides a synopsis of the latest issue.

Financial Analyst