Jason Voss, CFA, and C. Thomas Howard have questioned many orthodoxies of modern portfolio theory (MPT). But what do they propose to take its place? Behavioral finance.
Blockchain is an often discussed, rarely understood topic. What is it all about? What changes will it bring to financial services? What are the benefits and roadblocks? Larry Cao, CFA, asked Jennifer Qin of Deloitte for her take on these questions.
Dismantling the finance industry’s closet indexing factory is a critical step in The Active Equity Renaissance, observe C. Thomas Howard and Jason Voss, CFA.
Mark Harrison, CFA, looks at combining factors in multifactor portfolios and considers issues of performance measurement in factor investing, in this installment of his Shortcuts to Factor Investing series.
The recent stampede of asset managers into environmental, social, and governance (ESG) investing is reminiscent of another time and another industry, says Christopher K. Merker, PhD, CFA.
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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
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