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Tag: CFA

Book Review: Plunder | CFA Institute Enterprising Investor

Plunder: Private Equity’s Plan to Pillage America. 2023. Brendan Ballou. PublicAffairs. People…

Janet J. Mangano Janet J. Mangano

Do-It-Yourself High-Dividend Strategies | CFA Institute Enterprising Investor

Introduction What do business development companies (BDCs) and covered call and preferred…

Nicolas Rabener Nicolas Rabener

Sentiment Analysis Revisited | CFA Institute Enterprising Investor

Daniel Kahneman earned the Nobel prize in economics for his research on…

A Sea Change: Howard Marks, CFA, on the End of Easy Money

The financial markets are experiencing a sea change marking the end of…

Mark Fortune Mark Fortune

A US GDP-Weighted Index? | CFA Institute Enterprising Investor

Index fund investors have various choices when selecting the weighting style of…

Derek Horstmeyer Derek Horstmeyer

ESG (In)Efficiency | CFA Institute Enterprising Investor

Passive environmental, social, and governance (ESG) investing has become increasingly active. It’s…

Rob Lehnherr, CFA Rob Lehnherr, CFA

Evaluating Benchmark Misfit Risk | CFA Institute Enterprising Investor

This article is adapted from a version originally published in the fall…

Book Review: Demographics Unravelled | CFA Institute Enterprising Investor

Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance…

Mark S. Rzepczynski Mark S. Rzepczynski

Outperformance Ain’t Alpha | CFA Institute Enterprising Investor

Introduction Around 90% of US drivers rate themselves as safer and more…

Nicolas Rabener Nicolas Rabener

Book Review: Convertible Securities – CFA Institute Enterprising Investor

Convertible Securities: A Complete Guide to Investment and Corporate Financing Strategies. 2022.…

Martin Fridson, CFA Martin Fridson, CFA