Performance Measuring Risk Management Securities 
CFA Institute
DECEMBER 21, 2023
De Andrade has over 10 years of global real estate experience, having previously worked at JLL Securities, where he was a vice president focused on real estate investment banking and private equity real estate capital raising.
CFA Institute
FEBRUARY 25, 2022
How can we mitigate sequence of returns risk (SoRR)?
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CFA Institute
MARCH 29, 2022
The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.
CFO Talks
MARCH 20, 2024
The completion of bank reconciliations and management reports falls under the Controller’s purview, who also prepares and issues financial statements. Financial Reporting and Management: The Controller is entrusted with maintaining the chart of accounts and overseeing outsourced functions.
CFA Institute
APRIL 10, 2023
Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.
CFA Institute
FEBRUARY 9, 2023
Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.
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