Check out the great video where host Lotta Moberg discusses the article Harry Markowitz and the Philosopher’s Stone with authors Larry Siegel and Steve Sexauer - https://lnkd.in/gbCYNuHJ #cfainstitute #investing #portfoliomanagement Please follow the RF Showcase page here: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5 Explore the Investment Data Alliance: https://lnkd.in/dwJ53aez
CFA Institute Research Foundation
Investment Management
Charlottesville, Virginia 48,328 followers
Independent, practitioner-focused research with academic rigor but is easy to read. RF content is free to all.
About us
We are a non-profit whose mission is to fund, publish, and distribute comprehensive, high quality, independent research relevant to the global investment community. Currently published research projects include the equity risk premium, artificial intelligence, and the International Guide to Cost of Capital. We are also building out the Investment Data Alliance, a partnership between the Research Foundation and various data providers. All RF content is electronically available for free at https://www.cfainstitute.org/en/research/foundation and through Amazon, Apple and Google distribution platforms (some platforms charge a modest fee for the downloads). Hardcopies are available for purchase and complimentary hardcopies are sent to CFA Institute societies and various events where RF authors speak (contact rf@cfainstitute.org for details). Search Research Foundation content here: https://www.cfainstitute.org/en/research/foundation/publications
- Website
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https://www.cfainstitute.org/en/research/foundation
External link for CFA Institute Research Foundation
- Industry
- Investment Management
- Company size
- 501-1,000 employees
- Headquarters
- Charlottesville, Virginia
- Founded
- 1965
- Specialties
- Investment Research for the Practitioner, All Content Available Electronically for Free, RF Content Has Academic Rigor but is Easy to Read, Publishing Monographs, Literature Reviews and RF Briefs, and Part of CFA Institute
Updates
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Alternative Credit is hot. Do you know all you need to know about it? Find out here! "Investors’ intensifying quest for outsized returns over the past decade has driven many to first-time and increased allocations to alternative investments that include private equity, private credit, venture debt, and real estate assets. In this book, practitioners introduce investors to the features that make alternative credit investments a valuable addition to a portfolio, as well as some of the risks in the class." - https://lnkd.in/eW9_jwi3 #cfainstitute #alternativeinvestments #alternativecredit Please follow the RF Showcase page here: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5 Explore the Investment Data Alliance: https://lnkd.in/dwJ53aez
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View an interview on Alternative Credit from contributors to the upcoming Research Foundation publication - https://lnkd.in/e2t34i8G . #cfainstitute #alternativeinvestments #alternativeassets Please follow the RF Showcase page here: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5 Explore the Investment Data Alliance: https://lnkd.in/dwJ53aez
FTE #1 Alfonso Ricciardelli
https://www.youtube.com/
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New from Enterprising Investor - https://lnkd.in/evhun2Nd #cfainstitute #privatewealth #investing
Know Your Prospect (KYP): What’s in Their Portfolio and Why?
blogs.cfainstitute.org
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Stocks/Crypto in a bubble? What bubble! https://lnkd.in/gJx2ANzc "The presence of speculative bubbles in capital markets (an important area of interest in financial history) is widely accepted across many circles. Talk of them is pervasive in the media and especially in the popular financial press. Bubbles are thought to be found primarily in the stock market, which is our main interest, although bubbles are said to occur in other markets. Bubbles go hand in hand with the notion that markets can be irrational..." #cfainstitute #stockmarket #investing Please follow the RF Showcase page here: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5 Explore the Investment Data Alliance: https://lnkd.in/dwJ53aez
Bursting the Bubble: Rationality in a Seemingly Irrational Market
rpc.cfainstitute.org
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From Enterprising Investor - AI's Carbon Footprint - https://lnkd.in/ghgdS3yP #cfainstitute #AI #ESG
AI’s Carbon Footprint: Balancing Innovation with Sustainability
blogs.cfainstitute.org
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New from the Research Foundation - https://lnkd.in/eiFaGpTP "In Part I of this book, Idzorek and Kaplan solve the complex problem of how much to consume each period, what their asset allocation mix is, how much life insurance is needed for bequests, and as retirement approaches, when and how much to annuitize." "Taxes have a significant impact on investment results. Part II of this book addresses asset location. An investor has both a taxable account and tax-deferred accounts. An important contribution of this book is to connect the tax management of portfolios to the life-cycle framework." "In Part III of this book, Idzorek and Kaplan introduce other preferences as well as potentially heterogeneous expectations." "In the penultimate chapter (chapter 11), the authors bring all these elements of lifetime financial decision-making together holistically." (Quotes from Roger Ibbotson's Foreword) Please follow the RF Showcase page here: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5 Explore the Investment Data Alliance: https://lnkd.in/dwJ53aez #cfainstitute #investing #retirement
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Stock buybacks continue despite a 1% tax in the US. Learn more about them here - https://lnkd.in/eBVBXttK Please follow the RF Showcase page here: https://lnkd.in/e66zSKD Download and share RF content (free to all): https://lnkd.in/emhTTi5 Explore the Investment Data Alliance: https://lnkd.in/dwJ53aez #cfainstitute #investing #buyback
Stock Buyback Motivations and Consequences: A Literature Review
rpc.cfainstitute.org
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"If only there were an economic theory we could leverage to rise above the binary, politicized landscape, that would help us understand the different impacts of ESG analysis on risk and expected return and how such considerations should or should not influence portfolio construction for different investors. Fortunately, we have such a theory — the popularity asset pricing model (PAPM)!" - Enterprising Investor - https://lnkd.in/enCqCFpH More on PAPM - https://lnkd.in/eWg_JvT2 More on ESG - https://lnkd.in/epV9JKiB
ESG Investing and the Popularity Asset Pricing Model (PAPM)
blogs.cfainstitute.org
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Interesting insights, near US market highs, from the archives of Enterprising Investor - https://lnkd.in/ejwV4v4t
Short Squeezes: A Four-Factor Model
blogs.cfainstitute.org