By: CFA Institute Contributor

These are articles written by professionals for investment professionals. They are contributions from external subject matter experts who do not work for CFA Institute, but may be a CFA charterholder as well as a member of a CFA Society. All are experts in their field and strive to deliver useful insights that help investment professionals make better decisions.

All 123 Articles

Forecasting the Post-Coronavirus World

June 30, 2020

As we move past what we hope is the peak of the COVID-19 pandemic, the focus of investors is shifting from the immediate economic damage to the way out of lockdown and on to a new normal. Since this is an unprecedented crisis, the forecasts of what the world will look like in the next [...]
How to read financial news: coronavirus, confirmation bias, and political bias

June 8, 2020

Now more than ever we need to read the news with a clear eye about our emotions and biases, especially tendency towards confirmation bias and political bias.Coronavirus affects people across the globe and across the dinner table, and our personal experiences can affect our judgment for better or for worse, depending on our process for [...]
Five ways to retain your wealth management clients in 2020

April 28, 2020

The global wealth management industry is being buffeted by demographic changes among investors, as well as technological advancements such as the arrival of robo-advisers. Recent research commissioned by Bank of America on millennials’ spending priorities in the USA – with millennials defined as those aged 24 to 41 – found that about 25% of those who [...]
Good vs. bad active fund management: three indicators

April 21, 2020

Do you ever wonder whether your active fund is worth the management and performance fees you charge? Would passive investments have yielded similar or better outcomes for your clients? If you haven’t asked yourself these questions, you can be sure your clients have asked themselves. And they will continue to, measuring what you deliver with [...]
Private Equity: The Weight of the COVID-19 Crown

April 7, 2020

Private equity (PE) often claims the financial crown of outperformance. But I am referring to that other, now infamous, Latin word for crown — corona — the shape of which lends its name to the current coronavirus pandemic. So how will it affect PE? Introduction PE investing is about absolute return, not outperformance, in my [...]
What is ‘fake’ and what is ‘real’ in financial markets?

April 1, 2020

I re-watched the Orson Welles docudrama ‘F for Fake’ the other day. The 1973 film is an exploration of what is fake and what is real in the art world. I was curious to see how it held up in the age of fake news. Well, the movie doesn’t have much to say about fake news, but it does [...]
Goodwill hunting: accountants in the spotlight

March 26, 2020

Goodwill in accounting – an intangible asset that is recorded when a buyer acquires a business – has risen up the political agenda on both sides of the Atlantic. In the UK we have seen pressure applied to the London-headquartered International Accounting Standards Board (IASB) in the wake of high-profile failures such as Carillion, the [...]
The Novelty of the Coronavirus: What it means for Markets

March 18, 2020

Does market history offer any parallels to today’s novel coronavirus crisis? Market action in recent weeks has been reminiscent of the global financial crisis (GFC) of 2007–2009, the crash of 1987, and, for those with a long memory, the crash of 1929, which wouldn’t have been so disastrous if it had not been followed by [...]
“Diversity drives better investor outcomes” says Margaret Franklin, CFA

March 3, 2020

Investors are bracing for a bear market sometime in the future. And when it comes, it will be more critical than ever for firms to embrace diversity on their investment teams and in their senior ranks if they want to deliver better outcomes for clients. That’s the reality and the challenge that Margaret “Marg” Franklin, [...]
Responsible innovation: how can European asset managers lead?

February 18, 2020

By Alejandro Hiniesto, CFA, Fabrizio Palmucci, CFA and Rhodri Preece, CFA Technology, regulation, and competition, as well as macroeconomic and geopolitical headwinds, mean the investment industry stands at a pivotal juncture. Pressure on profit margins and evolving client expectations serve to underscore that ‘business as usual’ is no longer sufficient. How can firms and practitioners adapt? Responsible [...]

UK manufacturers facing ‘steel quota cliff edge’

2026 World Cup: England only attract half as many bets as Norway to lift trophy

Old Pulteney releases 50-year-old whisky for 200th anniversary

By: CFA Institute Contributor

All 123 Articles