CFA Institute Private Wealth Management

Clients from Venus

Tue, 01 May 2012 16:05:28

Women control $8 trillion in assets in the U.S., and by 2020 are expected to control $22 trillion. Financial advisers say women are very different from men when it comes to money and it requires a unique strategy to win their business. ...

Custodial Competition Benefits Advisers

Fri, 04 May 2012 11:20:42

The demand for private wealth advisory services has created competition among asset custodians seeking advisers? business.

Tactical Equity Investing across Bull and Bear Markets

Thu, 10 May 2012 09:21:06

The authors investigate the effect that the market state, as defined by a moving average benchmark, can have on popular stock investment strategies involving size, yield, and momentum. They also examine interactions between variables and advocate for the ...

Managing Executive Compensation Awards

Tue, 15 May 2012 13:16:04

Stock-based compensation demands an active approach to managing awards. A core capital framework can increase the probability that clients will reach their financial goals.

Ranking Investment Funds Based on Limited Information

Thu, 17 May 2012 10:52:05

The author investigates the use of a simplified approach to ranking hedge funds within a fund-of-funds portfolio when limited information is available. He offers robust approaches to help managers make decisions in fund ranking and allocation.

What Drives Market Share in the Mutual Fund Industry?

Thu, 17 May 2012 10:56:45

The authors examine the relevance of price and nonprice factors to market share gains in the U.S. mutual fund industry during 1976?2009. They find that price competition is effective to the extent that lower fees and passed-along economies of scale ...

Higher Social Class Predicts Increased Unethical Behavior

Thu, 24 May 2012 14:10:18

Are the wealthy more apt to lie, cheat and break the law? Seven studies using experimental and naturalistic methods reveal that upper-class individuals behave more unethically than lower-class individuals. Registration/subscription may be required to ...

66th CFA Institute Annual Conference

Mon, 30 Apr 2012 15:18:33

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference this year, make sure it?s the CFA Institute Annual ...

CFA Institute: Fifth Annual European Investment Conference

Wed, 16 May 2012 15:34:56

As the flagship event in Europe for CFA Institute, the annual European Investment Conference brings together noted researchers, speakers, writers, investment professionals, academics, and experts to examine these unique regional issues and bring you up ...

Volatility Harvesting: Why Does Diversifying and Rebalancing Create Alpha?

Mon, 30 Apr 2012 08:39:26

Paul Bouchey, CFA, discusses the fallacy of the ?diversification doesn?t work? argument and demonstrates how advanced rebalancing and the ?rebalancing premium? function works in several case studies in emerging markets, commodities, currencies, and ...