How to Build Better Low Volatility Equity Strategies
The Role of Low Volatility Strategies in Investment Portfolios Low volatility equity strategies appeal to investors for many reasons. First, they help keep our portfolios invested in equities during periods…
Climate Risk and the Future of US Commercial Real Estate
Introduction The imperatives of climate change demand enhanced risk management in the commercial real estate (CRE) loan market: Investors and lenders must refine their strategies and conduct meticulous property-level risk…
Steve Blank The Department of Defense Is Getting Its Innovation Act Together – But More Can Be Done
This post previously appeared in Defense News and C4SIR. Despite the clear and present danger of threats from China and elsewhere, there’s no agreement on what types of adversaries we’ll face;…
Can Investor Activism Boost Small-Cap Stock Performance?
Activist investor interventions with small, newly public companies can improve their stock performance, a Financial Analysts Journal study finds. In “Shareholder Activism in Small-Cap Newly Public Firms,” Emmanuel R. Pezier…
US Cannabis Investing: An Overview
The cannabis sector is slowly emerging from its long period of prohibition, and the investment opportunities are turning heads. Retail investors believe in the industry’s future and want to participate…
Book Review: Investing in U.S. Financial History
Investing in U.S. Financial History: Understanding the Past to Forecast the Future. 2024. Mark J. Higgins, CFA, CFP. Greenleaf Book Group Press. Chronicling the United States’ entire financial history from…
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…
