Leveraging Active Investing with Small-Cap Stocks

Elizabeth M. Lilly, CFA, finds her investment opportunities in unusual places. After breaking her iPhone screen…

Data Science Will Transform the Investment Industry: Are You Prepared?

Here is a scenario: You are the portfolio manager of an active equity fund. You wake up…

Inside Mexican Capital Markets with Jaime Lazaro, CFA

The 2018 CFA Institute Latin America Investment Conference will be held in Rio de Janeiro on…

What’s in a Factor? A Breakdown by Sectors

Despite all the hustle and bustle surrounding factor investing, considerable uncertainty remains about what factors and…

Let’s Get Physical: Body Language and Success

Why should financial advisers care about our body language? According to Mark Bowden, a global authority…

Corporate Bonds after a Spin-Off: Consider the Covenants

Over 1,000 companies, valued at over $1.3 trillion, have been spun off from their parents over…

Top Five Articles from January: India, ETFs, and Vollgeld

1. How to See the Hidden Risks of ETFs Exchange-traded funds (ETFs) are a great way to…

It’s Getting Hot Out There: Investors Need to Pay Attention

In a previous incarnation, I was a theoretical astrophysicist. In that role, I worked on a…

Robo Advice: Are ETFs the Solution?

Robo advice is a hot topic — both the term itself and the future it represents. Robo…

Artificial Intelligence: The Next Step in Corporate Governance

“Being too far ahead of your time is indistinguishable from being wrong.” — Howard Marks, CFA,…

Weekend Reads for Investors: Grumpy and Gloomy Edition

As I write this edition of Weekend Reads, I have not seen the sun for many…

In Practice Summary: Optimizing Exposure to Precious Metals through a Fund

Even if bitcoin ($BTC) is, as some allege, a ponzi or pyramid scheme magnified by behavioral weaknesses…

MiFID II: Seizing the Opportunity

Rarely is new regulation quite as misunderstood as the European Union’s Markets in Financial Instruments Directive…

2018 Outlook for US Wealth Management: “The Year of the Client”

Google the phrase “client centric wealth management” (no hyphen) and you’ll be rewarded with hundreds of…

Financial Self-Defense: Preventing Fraud and Mischief

Got money? You’re a target for fraud. Somebody once asked the famous thief Willie Sutton why…

Where Are Fees and Expenses Not Costs?

In the Often-Alternative World of Alternative Investing We “properly” don’t consider “performance-based compensation” to be a…

Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). The…

How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) attracted more flows than “any structure ever” in 2017, according to Bloomberg’s Eric…

Timing the Market: Momentum and Beyond

For many investing is all about predicting returns. Unfortunately, stock market returns are (almost) unpredictable and this…

Luis Viceira: Activism, Indexing, and the Investment Management Workshop (IMW)

What do the rising stars in investment management need to know to take the next step…

US Corporate Tax Cuts: Investors Should Request Companies Include Income Tax Footnote with 2017 Earnings Release

Investors need to request that the companies they invest in include the income tax footnote along…

All Roads Lead to China and Emerging Markets

Expect US equities markets to decline and emerging markets to continue to grow in the next…

Seven Reasons India Is Primed for Growth

To many investors, India seems incredible but not necessarily investable. Indeed, the challenges of adapting to…

Negotiation Management 101 with Foad Forghani

ne·go·ti·a·tionnəˌɡōSHēˈāSH(ə)n/nounDiscussion aimed at reaching an agreement. Pause for a moment and think about a recent negotiation…

Autonomous Learning Investment Strategies (ALIS): What a Long Strange Trip It’s Been

“ALIS” stands for  “autonomous learning investment strategies.” The MOV37 team created the acronym to describe the…

Book Review: Gaining Currency

Gaining Currency: The Rise of the Renminbi. 2016. Eswar Prasad. China is the world’s largest economy…

Best of 2017: Behavioral Finance and India

Irrationality has an unbreakable sway over most of our thought and decision-making processes. Yet the study…

Best of 2017: Career Management Insights

It’s time to look back at the year behind us and think about what we’ve learned…

The Vollgeld Initiative: A Primer

Over 100,000 Swiss citizens signed a petition to hold a constitutional referendum to end fractional reserve…

Machine Learning: Changing the Game for Women in 2018

How can we use machine learning to better understand our clients? Specifically, our new target customers…

Best of 2017 Weekend Reads: Lost and Found

Do you remember the last time you received a handwritten letter or note, or were struck…

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

Posted In: Alternative Investments, Best Of, Conference Collections, Drivers of Value, Economics, Equity Investments, Fixed Income,…

For Better Valuations, Avoid These Five Behavioral Mistakes

The CFA Institute Equity Research and Valuation Conference is an annual event covering global investing strategies…

Financial Market History Can Help Today’s Investors

What do practitioners need to know about financial market history? In July 2015, Cambridge Judge Business…

Weekend Reads for Investors: Holiday Edition

Before proceeding, I send my very best wishes for a prosperous and happy new year to…

US Corporate Tax Cuts: Companies Concerned about Year-End Time Crunch

Yesterday, Congress passed the tax reform bill that reduces the corporate tax rate from 35% to…