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Author : Samuel J. Gottlieb
Publisher :
ISBN 13 : 9781590959701
Total Pages : 617 pages
Book Rating : 4.9/5 (597 download)
Download or read book Insiders Choice CFA Level I Certification written by Samuel J. Gottlieb and published by . This book was released on 2015 with total page 617 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Sam Gottlieb
Publisher : Totalrecall Publications
ISBN 13 : 9781590959695
Total Pages : 618 pages
Book Rating : 4.9/5 (596 download)
Download or read book Insiders Choice Cfa 2015 Level I Certification a Complete Course of Study for Chartered Financial Analyst (with Practice Exam Software) written by Sam Gottlieb and published by Totalrecall Publications. This book was released on 2015-01-02 with total page 618 pages. Available in PDF, EPUB and Kindle. Book excerpt: InsidersChoice to 2015 CFA Level 1 Concise, Numbered Outline Helps Winnow the Tangential from What's Essential to Pass 2015 CFA Level 1 Exam! "INCLUDES! FREE TEST ENGINE SOFTWARE" This concise, practical guide gives you access to the "personal study notes" of a charter holder who passed all three levels of the Chartered Financial Analyst exams on his first attempt. Sam Gottlieb - former New York tax attorney and Merrill Lynch wealth management advisor and now a CFA exam instructor -- shares his strategies, insider insights, and tips to help you pass the 2015 Level I Exam your first time. He saves you time by cutting through the almost overwhelming, multi-volume CFA curriculum to help you separate information that's tangential from what's essential to pass the exam: Distills only the critical concepts for each Study Session and Learning Outcome Statement (LOS) into an easy-to-follow, boxed and numbered study outline. Uses Examples to show you how to apply the principles from each LOS. Clearly explains how to execute and interpret all relevant equations. Sam discovered that other study guides cover the same ground, offering less material than the CFA Institute, but still give more than you really need to know. Use this one volume as a pre-study guide to prepare you to read the CFA curriculum materials -- and as a review aid to ensure that you've mastered critical information most likely to appear on the exam. FREE DOWNLOAD of the FinancialExams test engine draws from a database of 1,000+ unique questions and 2,100 financial terms to generate an unlimited number of randomized mock exams.Correct answers are conveniently linked to relevant chapters in an eBook version of this manual so you can read the context for each answer. Use the software to first identify your strengths and weaknesses to determine where best to allocate your limited study time. Then take lots of timed, simulated exams to help you gain confidence in taking the real exam under pressure. Our software is adaptive-it keeps generating the types of questions you find difficult to answer until they become a snap. Samuel J. Gottlieb, CFP, CFA, is now an instructor of courses for the CFA, Financial Risk Manager, and securities licensing exams. He was formerly a New York trust/estate/tax attorney and then a successful Merrill Lynch wealth management advisor.
Author : Jane Vessey
Publisher : Totalrecall Publications
ISBN 13 : 9781590959527
Total Pages : 858 pages
Book Rating : 4.9/5 (595 download)
Download or read book Insiderschoice to Cfa 2011 Level I Certification written by Jane Vessey and published by Totalrecall Publications. This book was released on 2011-01 with total page 858 pages. Available in PDF, EPUB and Kindle. Book excerpt: InsidersChoice To CFA 2011 Level I Certification The purpose of The Candidate's guide is to supply you the information and practice required to pass the CFA Level I exam. It is the first in a series of three exams, in addition to industry experience, needed to obtain the CFA designation. Once you have passed the CFA Level I exam, you are considered to have mastered the basics and the general breadth, but not the depth, of the information necessary to function as an analyst in today's global economy. The Candidate's Guide Tutorials provides two main sections for each Study Session: 1. Book / eBook CFA Curriculum, including Concept Checks 2. Self Help and Interactive Exam Study Aid Software You begin your studies with the CFA Curriculum on Page 1. Continue your studies page-by-page; the learning outcome statements (LOS) have been re-ordered, where necessary, to make learning more intuitive than in the CFA Institute's Study Guide. Our concise writing style minimizes learning time, and there are numerous Examples to help you master every LOS. Study Guide command words are boldface in the LOS title; the examiners expect that your knowledge reflects the command word. It is suggested that you first read the Learning Outcome Statements to get familiar with the section, and answer the Assessment questions provided within the program to determine your weakest topics. Each Specific Study Session question database consists of 40+ multiple choice questions with a level of difficulty and design similar to that of the CFA examination itself. Allow 60 minutes to complete each Adaptive Exam (90 seconds per question). Adaptive Exam questions are unique to The Candidate's Guide Tutorials, so if you have also purchased other Level I Mock Exam (Morning or Afternoon Sessions) rest assured that our Adaptive Exam questions will not be repeated there. Concept Checks complete each Reading Assignment and they consist of questions to reinforce your knowledge. Answers to Concept Check questions are the end of each Study Session. Your comments are welcome at anytime at [email protected] Publishing high-quality learning tools is our business, but errors can slip through. If you think you have found one, please use the Error Reporting Form at www.financialexams.com or www.cfaexams.com. Errors with their corrections will be posted on our website. We will send an e-mail message to you whenever new corrections are posted. Practice Questions and Answers After reviewing more intensely the Learning Outcome Statements, use the Financial Analyst Quizzer testing media to solidify what you have learned and to prepare you for testing and passing the exam. Included with this title is download software designed to help you study for the CFA Level 1 exam by presenting simulated exams and study sessions using the question and answer format. Drawing questions from a 3000+ question database, the Financial Exam Quizzer software exam engine gives you the capability of a Study Session, a testing environment, and Flash Card environment with the look and feel of the actual CFA exam. In order to pass you must be properly prepared. You should also know that if you need to take the exam a second time, you can expect a completely different selection of questions. Authors: Jane Vessey, and David Stewart are CFA's with combined experience in venture capital, asset management and valuation, structural reorganization, and private client management. They have extensive experience in teaching CFA online, college, and professional development courses. Their books, articles, manuals, practice exams, analysis, commentary, and study guides have appeared widely in the financial management, securities, and exam preparation industries. Free CFA Mock Exam:
Author : Jane Vessey
Publisher : TotalRecall Press
ISBN 13 : 9781590959299
Total Pages : 0 pages
Book Rating : 4.9/5 (592 download)
Download or read book Insiderschoice to Cfa 2007 Level I Certification written by Jane Vessey and published by TotalRecall Press. This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The purpose of this CFA Candidate's Guide is to give you the information and practice required to pass the CFA Level I exam. It is the first in a series of three exams, in addition to industry experience, needed to obtain the CFA designation. Once you have passed the CFA Level I exam, you are considered to have mastered the basics and the general breadth, but not the depth, of the information necessary to function as an analyst in today's global economy. The Candidate's Guide Tutorials provides two main sections for each Study Session: Book / eBook CFA Curriculum, including Concept Checks Self Help and Interactive Exam Study Aids You begin your studies with the CFA Curriculum on Page 1. Continue your studies page-by-page; the learning outcome statements (LOS) have been re-ordered, where necessary, to make learning more intuitive than in the CFA Institute's Study Guide. Our concise writing style minimizes learning time, and there are numerous Examples to help you master every LOS. Study Guide command words are boldface in the LOS title; the examiners expect that your knowledge reflects the command word. It is suggested that you first read the Learning Outcome Statements to get familiar with the section, and answer the Concept Check Questions provided within the program to determine your weakest topics. Each Specific Study Session question database consists of 70+ multiple choice questions with a level of difficulty and design similar to those on the CFA examination itself. Allow 60 minutes to complete each Adaptive Exam (90 seconds per question). Adaptive Exam questions are unique to The Candidate's Guide Tutorials, so if you have also purchased other Level I MockExams (Morning or Afternoon Sessions) rest assured that our Adaptive Exam questions will not be repeated there. The 18 2007 CFA Level I Study Sessions breakout is as follows: Ethical and Professional Standards Study Session 1: Ethical & Professional Standards Investment Tools Study Session 2. Quantitative Methods: Basic Concepts Study Session 3. Quantitative Methods: Application Study Session 4. Economics: Microeconomic Analysis Study Session 5. Economics: Macroeconomic Analysis Study Session 6. Economics: Global Economic Analysis Study Session 7. Financial Statement Analysis: Basic Concepts, Cash Flow & IASB GAAP Study Session 8. Financial Statement Analysis: Financial Ratios and Earnings Per Share Study Session 9. Financial Statement Analysis: Inventories, Long-Term Assets, Economic Reality Study Session 10. Financial Statement Analysis: Taxes, Balance-Sheet Debt, Economic Reality Study Session 11. Corporate Finance: Corporate Investing & Financing Decisions Portfolio Management Study Session 12. Portfolio Management Asset Valuation Study Session 13. Analysis of Equity Investments: Securities Markets Study Session 14. Analysis of Equity Investments: Industry and Company Analysis Study Session 15. Analysis of Fixed Income Investments: Basic Concepts Study Session 16. Analysis of Fixed Income Investments: Analysis and Valuation Study Session 17. Derivative Investments Study Session 18. Alternative Investments Our FinancialExams Quizzer offers you these valuable, time-saving testing benefits: 3000+ unique Multiple Choice Questions 2100 Financial Terminology Evaluation Questions 4 study modes Adaptive Exams Study Sessions Simulated Exams & Flash Cards Print a personal exam Hyperlinks to eBook chapters Hyperlinks references to CFA Institute Assigned Readings Adaptive testing Full Simulated 6-hour exams and 3-hour Mock Exams randomly generated Email support by CFA charter holders and instructors
Author : Stewart David
Publisher :
ISBN 13 : 9781590959060
Total Pages : 488 pages
Book Rating : 4.9/5 (59 download)
Download or read book Examwise Cfa 2015 Level I Certification Volume 1 the Candidates Question and Answer Workbook (with Practice Exam Software) written by Stewart David and published by . This book was released on 2015-01-06 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt: ExamWise Volume 1 2015 CFA Level 1 Includes 450 Practice Questions with Software Download Providing Unlimited Mock Exams! TAKE THIS HANDY Q&A WORKBOOK WHEREVER YOU HAVE SPARE MINUTES TO TEST YOUR READINESS FOR 2015 CFA LEVEL I EXAM This is Volume 1 of the popular ExamWise two-volume set of Q&A workbooks for the 2015 CFA Level I exam. It complements the 550+ questions contained in Volume 2 by providing 450+ unique questions to give you lots of exam practice. It reinforces the basic concepts of the 6-volume CFA Program Curriculum and tests your understanding of them using these helpful features: 25 Concept-Check questions on each study session covering key learning outcome statements (LOS) and concepts in the latest CFA curriculum. CFA-style multiple choice questions that ask for calculations, definitions, interpretation and comparison of concepts so you feel confident you're well prepared to sit the actual exam. Workbook arranged to simulate flash cards--two questions per right-hand page, with answers and brief explanations on the reverse page. Brief explanation of each correct answer PLUS references the LOS Reading of the CFA Curriculum. Download the interactive testing software that draws from a 450+ question database to generate unlimited randomized mock exams. First, use the tests to identify your strengths/ weaknesses to focus your study time. Then take lots of timed, simulated exams to gain confidence in taking the real exam under pressure. Purchase Volume 2 for 550 additional unique practice questions: Both volumes provide over 1,000 unique practice questions for less than $130, making this set the most competitively-priced CFA testing resource available. ExamWise Volume 2 CFA 2015 Level I Certification: Concept Check Q & A Workbook For Chartered Financial Analyst (with Download Practice Exam Software) ISBN # 9781590959589 For a complete course of study for Chartered Financial Analyst you may want to consider. InsidersChoice to CFA 2015 Level I Certification ISBN # 9781590959695 Author: Jane Vessey, CFA graduated in Mathematics from Oxford University and has worked in investment management for 25 years in London and Tokyo. She now manages a training company in the United Kingdom specializing in financial analysis/investment, lectures at leading business schools, and trains investment practitioners in top financial firms. Jane has developed online training programs for students taking the CFA exams and has taught CFA preparatory courses at several universities for 10 years.
Author : Jane Vessey
Publisher : TotalRecall Press
ISBN 13 : 9781590959138
Total Pages : 0 pages
Book Rating : 4.9/5 (591 download)
Download or read book Insiderschoice to the Candidate's Guide for 2005 Level I (CFA) Chartered Financial Analyst Learning Outcome Statements written by Jane Vessey and published by TotalRecall Press. This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Our primary goal is to help candidates achieve CFA certification and to provide them with a strong foundation of knowledge upon which they can build if they continue to seek other CFA Institute Level certifications. Use this "certification success system" to pass the 2005 (CFA) Chartered Financial Analyst Level 1 Exam. It includes a comprehensive Candidates study manual, packed with exclusive features, and an optional, specially priced test engine download with integrated eBook. This unbeatable package puts at your fingertips a wealth of test preparation materials available no where else: 18 study sessions that cover core exam topics, assign readings from various texts and web sites and present information in a question and answer format; an appendix with flow charts illustrating accounting statements, puts and calls, PE breakdown, and financial ratio calculations; and helpful tips and time management techniques for test-taking, including, a 2-page table of testing terminology you must know to take the exam. The test engine generates randomized practice exams drawn from a base of 2800+ questions, with answers conveniently linked to relevant chapters in an eBook version of this manual. It also includes a glossary of 2100 financial terms presented as fill-in-the-blank and flash card questions. The test engine is adaptive--it keeps generating types of questions that you find difficult to answer until they are no longer hard for you. By focusing on your rough spots, we'll get you certified fast!
Author : Jane Vessey
Publisher : TotalRecall Press
ISBN 13 : 9781590959213
Total Pages : 0 pages
Book Rating : 4.9/5 (592 download)
Download or read book Insiderschoice to Cfa 2006 Level I Certi written by Jane Vessey and published by TotalRecall Press. This book was released on 2006 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: InsidersChoice to CFA Level I Certification teaches the entire CFA Level I curriculum, eliminating the impossible task of predicting what will be covered on the actual examination. Its purpose is to help you master the Learning Outcome Statements as quickly and as effectively as possible so you can pass the CFA Level I exam your first time. This one compact study guide and accompanying test engine will give you with all the information, practice exams, and test-taking tips that you need to reach a passing level and feel confident that you are ready for the real exam. You can also feel confident that your are getting some of the best advice and coaching available, since our authors are not only CFA charter holders and successful investment professionals, but also teach CFA exam preparation courses in college, online, and in seminars. You get the benefit of their combined international experience. This book is divided into Study Sessions (1 - 18), Appendix A (Exhibits 1 - 3) and a Glossary of 2100+ Financial Terminology in question format. Appendix A is a collection of Exhibits and flow charts for condensed reference and review, including examples of accounting statements, puts and calls, PE breakdown, and financial ratios. The 18 Study Sessions for the 2006 CFA Level I are as follows: Ethical and Professional Standards 1.Study Session 1: Ethical and Professional Standards Investment Tools 2.Study Session 2. Quantitative Methods: Basic Concepts 3.Study Session 3. Quantitative Methods: Application 4.Study Session 4. Economics: Macroeconomic Analysis 5.Study Session 5. Economics: Microeconomic Analysis 6.Study Session 6. Economics: Global Economic Analysis 7.Study Session 7. FinancialStatement Analysis: Basic Concepts 8.Study Session 8. Financial Statement Analysis: Financial Ratios and Earnings Per Share 9.Study Session 9. Financial Statement Analysis: Assets 10.Study Session 10. Financial Statement Analysis: Liabilities 11.Study Session 11. Corporate Finance: Corporate Investing & Financing Decisions Asset Valuation 12.Study Session 12. Equity Investments: Securities Markets 13.Study Session 13. Equity Investments: Industry and Company Analysis 14.Study Session 14. Fixed Income Investments: Basic Concepts 15.Study Session 15. Fixed Income Investments: Analysis and Valuation 16.Study Session 16. Derivative Investments 17.Study Session 17. Alternative Investments Portfolio Management 18.Study Session 18. Portfolio Management
Author : Jane Vessey
Publisher :
ISBN 13 : 9781590959589
Total Pages : 542 pages
Book Rating : 4.9/5 (595 download)
Download or read book Examwise Volume 2 Cfa 2015 Level I Certification the Candidates Question and Answer Workbook for Chartered Financial Analyst Exam (with Download Practice Exams) written by Jane Vessey and published by . This book was released on 2015-01-13 with total page 542 pages. Available in PDF, EPUB and Kindle. Book excerpt: ExamWise Volume 2 2015 CFA Level 1 YOU CAN NEVER HAVE ENOUGH CFA PRACTICE QUESTIONS! This A Workbook with 550 CFA-Style Questions & Free Test Engine Download with Unlimited Mock Exams Is Just What You Need to Practice, Practice, Practice. This is Volume 2 of the popular ExamWise two-volume set of Q&A workbooks for the 2015 CFA Level I exam. It complements the 450+ questions contained in Volume 1 by providing 550 additional unique questions to give you even more exam practice. It teaches you the basic concepts of the 6-volume CFA Program Curriculum and tests your understanding of them using these helpful features: 25 Concept-Check questions on each study session covering key learning outcome statements (LOS) and concepts in the latest CFA curriculum. CFA-style multiple choice questions that ask for calculations, definitions, interpretation and comparison of concepts so you feel confident you're well prepared to sit the actual exam. Workbook arranged to simulate flash cards --two questions per right-hand page, with answers and brief explanations on the reverse page. Free Download of interactive testing software that draws from a 550-question database to generate unlimited randomized mock exams. First, use the tests to identify your strengths/ weaknesses to focus your study time. Then take lots of timed, simulated exams to gain confidence in taking the real exam under pressure. Get Volume 1 for 450 additional unique practice questions plus preliminary readings: Both volumes provide over 1,200 practice questions for less than $130, making this set the most competitively-priced CFA testing resource available. "ExamWise CFA 2015 Level I Certification Volume 1: " Concept Check Q & A Workbook For Chartered Financial Analyst (with Download Practice Exam Software) ISBN # 9781590959060 For a complete course of study for Chartered Financial Analyst you may want to consider. "InsidersChoice to CFA 2015 Level I Certification" ISBN # 9781590959695 Author: Jane Vessey, CFA graduated in Mathematics from Oxford University and has worked in investment management for 25 years in London and Tokyo. She now manages a training company in the United Kingdom specializing in financial analysis/investment, lectures at leading business schools, and trains investment practitioners in top financial firms. Jane has developed online training programs for students taking the CFA exams and has taught CFA preparatory courses at several universities for 10 years.
Author : Jane Vessey
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (52 download)
Download or read book InsidersChoice to CFA 2007 Level 1 Certification written by Jane Vessey and published by . This book was released on 2007 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David Stewart
Publisher :
ISBN 13 : 9781590959442
Total Pages : pages
Book Rating : 4.9/5 (594 download)
Download or read book InsidersChoice to CFA 2010 Level 1 Certification written by David Stewart and published by . This book was released on 2010 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Cfa Vessey
Publisher : Totalrecall Publications
ISBN 13 : 9781590959459
Total Pages : 0 pages
Book Rating : 4.9/5 (594 download)
Download or read book Examwise« Volume 1 Cfa 2008 Level I Certification with Preliminary Reading Assignments for Chartered Financial Analyst written by Cfa Vessey and published by Totalrecall Publications. This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: ABOUT THE BOOK: Start Here to pass the CFA Level I exam Use This Concept Check 400 Question and Answer Workbook to Study for the 2008 Chartered Financial Analyst Level 1 Exam It is critical that you design a successful study program. There are no short cuts to passing the CFA exam, and pass rates have been falling. It is a tough exam and you will need to both learn the underlying material and do plenty of practice questions that test your knowledge and prepare you for the CFA-style question and answer format. This Volume 1 workbook is just what the title states. It has 400 questions that cover the 76 Reading Assignments for 2008 CFA Level I. It teaches you the basic concepts covered in the CFA Preliminary Readings and tests your understanding of them, preparing you to move on to more advanced study materials. It includes Concept Check questions, with explanations and references related to specific LOS statements, and is accompanied by a free download test engine that generates multiple mock exams. This unbeatable package of comprehensive Preliminary Reading Assignments and Concept Check Questions includes: 400 Concept Check Questions covering all 18 exam study sessions and 76 learning outcome statements. Helpful tips and time management techniques to calm your pre-exam jitters and put you in control. FREE DOWNLOAD of the exclusive TotalRecallPress.com Self-Help and Interactive Exam Study Aid. Our interactive test engine generates randomized mock exams designed to identify your strengths and weaknesses so you can determine where best to allocate your limited study time. Membership access at Customized ForumAssociates www.FinancialCertification.com. FREE communication and collaboration with current financial candidates from around the world in our Forums area. Users can view, post, and reply to messages relating to specific financial topics or general interest. For an additional set of 500 unique practice Questions you will want to purchase the following companion that covers all 18 Study Sessions with each of the 76 Learning Outcome Statements. ExamWise Volume 2 CFA 2008 Level I Certification: Concept Check Q & A Workbook For Chartered Financial Analyst (with Download Practice Exam Software) ISBN # 978-1-59095-949-7 Authors: Jane Vessey, Afdal Pamilih, and David Stewart are CFA's with combined experience in venture capital, asset management and valuation, structural reorganization, and private client management. They have extensive experience in teaching CFA online, college, and professional development courses. Their books, articles, manuals, practice exams, analysis, commentary, and study guides have appeared widely in the financial management, securities, and exam preparation industries.
Author : Jane Vessey
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (52 download)
Download or read book InsidersChoice to CFA 2006 Level I Certification written by Jane Vessey and published by . This book was released on 2006 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : CFA Institute
Publisher :
ISBN 13 : 9780938367857
Total Pages : pages
Book Rating : 4.3/5 (678 download)
Download or read book Standards of Practice Handbook, Eleventh Edition written by CFA Institute and published by . This book was released on 2014-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Scott Stewart
Publisher :
ISBN 13 :
Total Pages : 148 pages
Book Rating : 4.:/5 (13 download)
Download or read book Manager Selection written by Scott Stewart and published by . This book was released on 2015 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: Manager selection is a critical step in implementing any investment program. Investors hire portfolio managers to act as their agents, and portfolio managers are then expected to perform to the best of their abilities and in the investors' best interests. Investors must practice due diligence when selecting portfolio managers. They need to not only identify skillful managers, but also determine the appropriate weights to assign to those managers. This book is designed to help investors improve their ability to select managers. Achieving this goal includes reviewing techniques for hiring active, indexed, and alternative managers; highlighting strategies for setting portfolio manager weights and monitoring current managers; and considering the value of quantitative and qualitative methods for successful manager selection.
Author : Pedro Matos
Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960988
Total Pages : 80 pages
Book Rating : 4.9/5 (449 download)
Download or read book ESG and Responsible Institutional Investing Around the World: A Critical Review written by Pedro Matos and published by CFA Institute Research Foundation. This book was released on 2020-05-29 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.
Author : Jeffery V. Bailey
Publisher :
ISBN 13 : 9781934667330
Total Pages : 107 pages
Book Rating : 4.6/5 (673 download)
Download or read book A Primer for Investment Trustees written by Jeffery V. Bailey and published by . This book was released on 2011-01 with total page 107 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Martin S. Fridson
Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960546
Total Pages : 64 pages
Book Rating : 4.9/5 (449 download)
Download or read book Foundations of High-Yield Analysis written by Martin S. Fridson and published by CFA Institute Research Foundation. This book was released on 2018-08-27 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt: Since the advent some 40 years ago of a vibrant primary market for speculative-grade corporate bonds, the high-yield market has evolved from a niche occupied by a small group of specialists into a full-fledged institutional investment category. Asset allocators and portfolio managers now have at their disposal the tools necessary for rigorous investment analysis, including financial statements of the issuers, indexes, trading prices, historical default rates, and time series on such credit factors as liquidity, ratings, and covenant quality. This research brief provides up-to-date techniques for extracting from the extensive data the information that can lead to sound investment decisions.
