Changes in asset values cause portfolio allocations to deviate from their strategic target weights and expose the portfolio to unintended tactical risk.
A short-selling option overlay improves portfolio rebalancing by reducing this tactical equity exposure and adding alpha.
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This report presents case studies aimed to educate investors about what climate change is and its economic impacts, best practices in analysis, and where to find information for integrating climate change in the investment process.
This SBBI® 2020 Summary Edition enables investors to understand how to calculate, interpret, and use the US historical stock and bond data. Even though many readers of this SBBI® Summary Edition will not have direct access to the raw SBBI® dataset, the summary edition is still likely to be of broad interest.
CFA Institute partnered with the Higher School of Economics in Moscow to conduct a survey following a previous one in 2016 to determine whether the level of penetration of fintech into the financial services industry has advanced and, if so, by how much.
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