One of the remarkable trends of the last 10 years has been the growing popularity of exchange traded funds (ETFs) as advisers and the investing public have grown frustrated by their failed efforts to outperform the major market indexes. As returns continue to fall short of expectations and the prospects of subpar annual returns looms on the horizon, fees for actively managed portfolios are receiving greater attention than they would in a higher-return environment.
Read MoreObtaining your CFA charter is a long journey, taking place over a minimum of 18 months—but likely longer for most charterholders. One of the biggest hurdles for candidates is coming up with and sticking to a study plan.
Read MoreAt $26.19/barrel, February 11, 2016, marked the lowest closing price for the front month (spot) contract of West Texas Intermediate (WTI) crude oil since May 2003.
Read More2016 was one of the most politically eventful years since I started my career in investment management more than 11 years ago. The impact these events have had on financial markets were as unexpected for the financial industry as the results themselves were for the entire world watching.
Read MoreIn 2007, Warren Buffett offered an open bet to anyone brave enough to challenge him. He put $500,000 on the line...and only one person took him up. The bet? That no “fund of hedge funds” selection could outperform a simple S&P 500 index tracker over a 10-year period.
Read MoreI was privileged recently to be a part of the CFA Society Saudi Arabia’s Investment Research Challenge, which included three teams (including one all-female group) from universities in the Kingdom of Saudi Arabia (KSA). Being a long-standing CFA charterholder with decades of professional and academic experience, I acted as a grader for the written reports.
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