Investing

[ad_1] Across all economic sectors, disruptions resulting from the global pandemic have forced businesses around the world to adapt and create new models of work. Although some industries may eventually return to a more normal operating model, the investment industry has already crossed a threshold, according to Kunal Kapoor, CFA, […]

[ad_1] To mark Enterprising Investor’s 10th anniversary, we have compiled retrospectives of our coverage of the most critical themes in finance and investing over the last decade. Much of the philosophical architecture of modern finance — modern portfolio theory (MPT), the capital asset pricing model (CAPM), the efficient market hypothesis […]

[ad_1] Gender lens equity investing developed from a substantive body of research demonstrating the financial, risk management, decision-making, and other corporate benefits of higher levels of women in leadership (WIL). In our coverage universe at Parallelle Finance, 27 gender lens global and regional equity funds are available to individual investors. […]

[ad_1] We’ve all heard the adage, “You have six seconds to make a first impression.” In an instant, we can meaningfully connect with someone or be banished to their “I never want to talk to that person again” mental bucket. Amazing the power of a simple moment. But what causes […]

[ad_1] Introduction Students often ask me for career advice. It is not a particularly satisfying experience. On the one hand, these are often exceptionally bright and hard-working people, with Oxford or Cambridge PhDs in chemical engineering, astrophysics, or some other challenging discipline. I wish they would stick to science and […]

[ad_1] Interest rates move markets worth trillions of dollars, influence politics, impact the value of currencies, and even affect our grocery bills. Central bank press conferences announcing rate decisions attract large audiences and make captivating headlines such as, “Rates Lift Off.” And pundits use jargon such as “soft landing” and […]

[ad_1] To mark Enterprising Investor’s 10th anniversary, we have compiled retrospectives of our coverage of the most critical themes in finance and investing over the last decade. The past 10 years have witnessed a sharp acceleration in the trend toward sustainability in investment management and the embrace of environmental, social, and […]

[ad_1] Ample data demonstrates that passive management has largely outperformed its active counterpart net of fees for well over a decade. This has helped induce a mass asset transfer from active funds to exchange-traded funds (ETFs) and other passive alternatives and sparked considerable debate about the future of active management […]

[ad_1] The following is derived from the Editor’s Snapshot podcast summary of the latest issue of the CFA Institute Financial Analysts Journal. Institutional subscribers and logged-in CFA Institute members have full access to all the articles. What’s in the CFA Institute Financial Analysts Journal‘s last quarter issue of 2021? This edition opens with the final […]

[ad_1] If you focus only on returns and covariances over a one-year investment horizon, you may conclude that commodities have no place in an investment portfolio. The efficiency of commodities improves dramatically over longer investment horizons, however, especially when using expected returns and maintaining historical serial dependencies. We’ll demonstrate how […]