Welcome to my blog. I post my musings on life, work, finance, and personal development. Opinions expressed are mine, not those of my employer.

State of the Art of Investing: Issue 6

State of the Art of Investing: Issue 6

Benjamin Graham once said that the true investment professional would "develop a more professional attitude towards his work and a keener interest in maintaining and advancing the standards of his calling." Those standards continue to advance, as most investment professionals can attest.

To keep the CFA program current and relevant, CFA Institute continuously interviews investment management practitioners, employers and regulators through its practice analysis. Recent trends identified include:

Risk factor based asset allocation

The effect of the low/negative interest rate environment

The effects of pension funding shortfalls

Increasing allocations to alternative investments

The importance of understanding financial market history

The role of ESG factors in investing

The increasing need for private wealth management

The rise of passive vs. active investing

The need for investment professionals with soft skills

The role of "big data" and Fintech in the investment process

  • Trading algorithms, information extraction, and other uses of big data in fintech

These seem like good places to start, and as I advance my own knowledge I will try to share links to interesting resources in posts like this one. Opinions expressed are mine, not those of CFA Institute. Whether you find them useful or can suggest improvement, please let me know (both so I can learn more and so I can make these posts more useful to others.)

Anything else I should be reading?

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State of the Art of Investing: Issue 7

State of the Art of Investing: Issue 7

Problem? What Problem?

Problem? What Problem?