Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios
A study from CFA Institute Research Foundation Learn MoreRecently Published
Research Foundation
Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios
Podcast
Meir Statman: Balancing Wealth and Wellbeing
Research Report
Climate Data in the Investment Process: Challenges, Resources, and Considerations
Multimedia
Conversations with Frank Fabozzi, CFA, Featuring Marcos López de Prado and Joseph Simonian
Thematic Content
Blogs
Enterprising Investor
A simple analysis shows that Robert Shiller's cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again, Marc Fandetti, CFA, points out.
CAPE Is High: Should You Care?
Marketing Integrity Insights
CFA Institute has formed a working group to draft guidance on calculating private fund performance. Working alongside CFA Institute staff, the Working Group’s objective is to provide the industry with guidance on how the required performance information can be calculated, writes Krista Harvey, CFA, CIPM.
CFA Institute Forms Working Group to Address Performance Calculations of Private Funds
Enterprising Investor
Once known as secure and profitable investments, utilities are now viewed as enterprises fraught with financial risks. Investors should favor utilities that employ AI and other digital strategies to minimize damage from natural disasters, advises Adam W. Sandback, CFA, FRM, CPA, CMA.
AI to the Rescue? Overhauling the US Power Grid on the Path to Net Zero
More
Video
Conversations with Frank Fabozzi, CFA, Featuring Sébastien Page, CFA
Research Foundation
Lifetime Financial Advice: A Personalized Optimal Multilevel Approach
Research Report
Navigating Transition Finance: An Action List
Financial Analysts Journal
Stocks for the Long Run? Sometimes Yes, Sometimes No
Financial Analysts Journal
Fundamental Analysis via Machine Learning
Research Report
CFA Institute and CFA Society Spain Briefing Paper on Fintech in the EU
Financial Analysts Journal
Short Squeezes
2023 Graham and Dodd Award Winner