Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters
When someone hears I’m currently writing the authorized biography of William (Bill)…
An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey
Artificial intelligence (AI) was the most raised issue in the past 12…
Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives
Public pension funds allocate on average 30% of their assets to expensive…
Investment Opportunities in Mexico | CFA Institute Enterprising Investor
Mexico has become an increasingly attractive destination for investors. The country boasts…
Factor Premiums: An Eternal Feature of Financial Markets
A broad segment of the industry invests based on established factors such…
What Determines Consumer Sentiment and Business Confidence?
Consumer and business sentiment affect everything from momentum in stock markets, to…
Supercharge Your Network: 5 Tips to Jumpstart Old Connections
Establishing and nurturing lifelong relationships with friends, family, colleagues, and clients is…
For Plan Sponsors: Understanding Investment Vehicles and Fees
When constructing an investment menu for a defined contribution retirement plan, the…
So, You Want to be an Investment Consultant?
I recently had the pleasure of participating in the CFA Program Career…
Book Excerpt: Trailblazers, Heroes, and Crooks
Editor’s Note: The following is an adapted excerpt from Stephen R. Foerster’s…