Top 10 Posts from 2023: The 10 Greatest Investors, ChatGPT, and the Active Management Delusion
1. The 10 Greatest US Investors and the Virtues That Made Them Who are the greatest investors of all time? Andrew Mitchell, founder of Ophir Asset Management, asked ChatGPT to…
Research and Policy Center Five Most Popular Articles of 2023: Sustainability
Readers clicked most on “Applying Economics — Not Gut Feel — to ESG” by Alex Edmans in 2023. The CFA Institute Research and Policy Center (RPC) focuses on four forward-looking research themes to…
Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession
Future State of the Investment Industry draws the most clicks in 2023. The CFA Institute Research and Policy Center (RPC) focuses on four forward-looking research themes to drive content engagement, action, and outcomes.…
The 60/40 Portfolio Needs an Alts Infusion
Introduction A global black swan event — COVID-19 — followed by record inflation and the sharpest upward interest rate trajectory in three decades has bedeviled markets over the last three…
Private Equity: Five Lessons from the Global Financial Crisis
Up until the 2008 credit crunch, the conventional recipe for success in private equity (PE) was straightforward: Just pour in debt and stir. A generous dose of leverage typically spiced…
Research and Policy Center Three Most Popular Articles of 2023: Data and Technology
Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023. The CFA Institute Research and Policy Center (RPC) focuses on four…
The FX Swap Market: Growing in the Shadows
Introduction The foreign exchange (FX) swap market generates almost $4 trillion in new contracts on any given day. To put that in perspective, imagine global equities had a daily trading…
Research and Policy Center Five Most Popular Articles of 2023: Capital Markets
The “Mercer CFA Institute Global Pension Index 2023” takes the top spot. The CFA Institute Research and Policy Center (RPC) focuses on four forward-looking research themes to drive content engagement,…
An Answer to “Crypto’s Unanswered Question: At What Price?”
For more on the crypto and blockchain phenomena, read Valuation of Cryptoassets: A Guide for Investment Professionals by Urav Soni and Rhodri Preece, CFA, from CFA Institute Research and Policy Center. A few…
Steve Blank The Secret History of Minnesota Part 1: Engineering Research Associates
This post is the latest in the “Secret History Series.” They’ll make much more sense if you watch the video or read some of the earlier posts for context. See the Secret History bibliography for…
