Investing in the Age of Engagement
[ad_1] “There’s been a fundamental shift in the way investors are thinking about the purpose of their investments,” Heather Brilliant, CFA, told the audience at the Women in Investment Management…
Jason DeSena Trennert: Beware Private Equity Valuations
[ad_1] That public equity markets are overvalued is a common complaint these days. But Jason DeSena Trennert doesn’t believe stocks are the most worrisome component of the current overvaluation epidemic.…
Aswath Damodaran on Valuations amid COVID-19: “Go Back to Basics”
[ad_1] Aswath Damodaran had some advice for the audience at the 73rd CFA Institute Annual Virtual Conference: Don’t abandon valuation fundamentals during the COVID-19 crisis. “It is precisely times like…
Blockchain and DeFI: Drivers of Change in Asset Management
[ad_1] For more on decentralized finance (DeFi), register for the Decentralized Finance for Investment Professionals online course from CFA Institute. “The future of assets is tokenized.” That’s what Mona El…
Market Resiliency, Capital Formation, and Investing for Our Future
[ad_1] Posted In: Alternative Investments, Best Of, Coronavirus, Drivers of Value, Economics, Fixed Income, History & Geopolitics, Investment Topics, Portfolio Management, Standards, Ethics & Regulations (SER) To mark Enterprising Investor’s…
Asset Owner Perspectives: Building Investment Organizations Fit for the Future
[ad_1] What can the larger investment community learn from how asset owners are thinking about and building their multi-generational, long-horizon portfolios? At last month’s Alpha Summit GLOBAL by CFA Institute, Jaap…
Navigating Systemic Risks: Ukraine, Climate, and Crypto
[ad_1] “You cannot anticipate exactly how these risks or dangers are going to play out. . . . But we should be pretty assertive in insisting that we need certain…