A Guide for Investment Analysts: Working with Historical Market Data
Q: How far back does the US stock and bond record go? A: Good data series are available from the ...
Friday, July 31, 2026
Tag: Investment
Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans
The Canadian pension plan system has long been lauded for its robust returns and resilience, especially in the face of ...
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 of the ...
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 to the ...
For Plan Sponsors: Understanding Investment Vehicles and Fees
When constructing an investment menu for a defined contribution retirement plan, the focus is often on selecting the right investment ...
So, You Want to be an Investment Consultant?
I recently had the pleasure of participating in the CFA Program Career Webinar Series and was thrilled when I was ...
Book Review: The Puzzle of Sustainable Investment
The Puzzle of Sustainable Investment: What Smart Investors Should Know. 2024. Lukasz Pomorski. Wiley. In The Puzzle of Sustainable Investment, ...
Revisiting the Factor Zoo: How Time Horizon Impacts the Efficacy of Investment Factors
The returns of investments are not completely random over time (i.e., do not follow a perfect “random walk”). This contrasts ...
Dangers and Opportunities Posed by the AI Skills Gap in Investment Management
Aritificial intelligence (AI) will not replace investment managers, but investment managers that successfully integrate AI will replace those that do ...
Investment Manager Selection Is Hotting Up. Are You Ready for the Tough Questions?
“We don’t think we were wrong. We think we were early.” A cringe-worthy answer that rings alarm bells for investment ...
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