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Daily Browse Research. Reviews. Ideas. Built for investment professionals. CFA Institute Enterprising Investor CFA Institute Market Integrity Insights Latest Posts 13 May 2024 Leveraging AI to Identify and Predict Financial Crises By Sebastian Petric, CFA Despite some current limitations, AI stands to offer significant advantages versus traditional approaches to identifying and predicting financial crises. 10 May 2024 Why Your Portfolio Should Include Scarce Assets By Max Golts, PhD and Gregory Jones, PhD Portfolios that include both productive and scarce assets can deliver similar performance to the S&P 500 with less risk than those that hold only productive assets. 08 May 2024 Coiled Tight: Smaller Companies Are Primed for Outperformance By David Barr, CFA Small-cap companies are poised for a rebound. The sector is best approached through an active investment strategy where expertise and a deep understanding of the individual businesses and their risk-and-reward characteristics are necessary for success. 07 May 2024 Investment Returns Are NOT Random By David Blanchett, PhD, CFA, CFP and Jeremy Stempien Are investment returns random across time as Burton Malkiel suggests in his book, A Random Walk Down Wall Street? There is notable disagreement on this topic. This research finds that practitioners may need to rethink their portfolio optimization routines. 06 May 2024 Generational Wealth: Does the Apple Fall Far From the Tree? By Raphael Palone, CFA, CAIA, CFP There is strong evidence that most rich families” will be poorer after several generations. Some of the reasons for this are systemic like taxes. But most factors that diminish a family’s wealth over generations are the choices that heirs make. 03 May 2024 State Capitalism in Private Markets: Mission Creep By Sebastien Canderle Governments relish mingling in markets. Yet, if past policies are any guide, taxpayers are being shortchanged. 01 May 2024 Implementation Shortfalls Hamstring Factor Strategies By Rob Arnott Smart rebalancing rules help portfolio managers capture more of the return that is inherent in their factor strategies. Concentrating on priority best” trading improves factor portfolio performance. 30 April 2024 IFRS Accounting Standard Will Support Better Investment Decisions By Nick Anderson IFRS 18 responds to investors’ concerns about challenges in comparing companies’ financial performance. 29 April 2024 Meir Statman: Your State of Mind Influences Your Investing Success By Guest Contributor Meir Statman shares his insights on the broader aspects of financial well-being and its interconnection with life satisfaction. 26 April 2024 Book Review: Trailblazers, Heroes, and Crooks By Martin Fridson, CFA Stephen Foerster, CFA, extracts lessons from exceptional episodes in financial history that ordinary investors and seasoned professionals alike can put to profitable use. The bonus is that you’ll be entertained from start to finish. Load More Posts navigation 1 2 … 615 Next  About CFA Institute CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA® and CIPM® designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world. © 2024 CFA Institute. All rights reserved. Contact CFA Institute Privacy Policy Terms and Conditions Follow CFA Institute facebook twitter google instagram linkedin...