A US GDP-Weighted Index? | CFA Institute Enterprising Investor
Index fund investors have various choices when selecting the weighting style of…
Mindy Lubber: A Sustainability Story
After a long hiatus, The Sustainability Story podcast from CFA Institute is…
Quant Screening: Three Questions for Investment Managers
Evaluating investment managers is a challenging endeavor. Why else would asset owners…
Public Debt: Four Ways to Deleverage
“There are these people who think we don’t have to take all…
Active vs. Passive Revisited: Six Observations
Two institutional managers I know — one at a Fortune 500 defined…
ChatGPT and Large Language Models: Six Evolutionary Steps
The evolution of language models is nothing less than a super-charged industrial…
Do Sentiment Metrics Matter to the Markets?
Consumer spending accounts for almost 70% of nominal US GDP. As such,…
Digital Asset Markets: Five Important Themes
Digital assets have had a wild ride over the last year. Several…
SEC Scrutiny of ESG-Related Disclosures: What to Expect
Taking nonfinancial information into account when conducting financial analyses is not entirely…
Distress Investing: A Tale of Two Case Studies
With recession forecasted in many economies this year or next, distressed situations…