For Plan Sponsors: Understanding Investment Vehicles and Fees
uttu When constructing an investment menu for a defined contribution retirement plan, the focus is often on selecting the…
Investment
Supercharge Your Network: 5 Tips to Jumpstart Old Connections
Establishing and nurturing lifelong relationships with friends, family, colleagues, and clients is one of the most rewarding parts…
What Determines Consumer Sentiment and Business Confidence?
Consumer and business sentiment affect everything from momentum in stock markets, to elections, to purchasing decisions. But what…
Factor Premiums: An Eternal Feature of Financial Markets
A broad segment of the industry invests based on established factors such as value, momentum, and low-risk. In…
Investment Opportunities in Mexico | CFA Institute Enterprising Investor
Mexico has become an increasingly attractive destination for investors. The country boasts several economic advantages, particularly its proximity…
Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation
“I think, therefore I am.” —René Descartes Investing isn’t a test of who’s right; it’s a test of…
Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives
Public pension funds allocate on average 30% of their assets to expensive alternative investments and as a result…
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 months among asset manager respondents to…
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) Sharpe, the most frequent question I…
The Alternative Investment Gender Gap: Marketing to Female Clients
Why do men allocate twice as much of their assets to alternative investments as women do? That’s one…