Cfa Institute Take 15 Podcast Series
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 134:42:21
- Mais informações
Informações:
Sinopse
CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.
Episódios
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Bank Loans: Risk, Return, and the Future of the Asset Class
12/04/2010 Duração: 19minIn episode #035, Paul Travers discusses leveraged loans and the bank loan asset class.
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Trade Management
09/04/2010 Duração: 11minIn episode #034, Theodore R. Aronson, CFA, discusses issues with regulation, trade management in different asset classes, and how trading has become more sophisticated.
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Asset Allocation for Taxable Private Clients
07/04/2010 Duração: 12minIn episode #033, Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.
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After-Tax Performance Benchmarks: The Australian Experience
05/04/2010 Duração: 10minIn episode #032, Jamie Perrett explains what a tax-adjusted index is and how the Australian experience influenced and motivated the design of after-tax indices.
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Stimulus, Liquidity, and Bubbles: Is China Leading the Global Economic Recovery?
02/04/2010 Duração: 06minIn episode #031, Jie Gan evaluates China's role in the global economy.
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Derivatives: Past, Present, and Future
26/03/2010 Duração: 12minIn episode #030, Philip Gocke discusses growth in US and non-US derivatives markets, the impact of the crisis on derivatives use, regulation changes, and the future of derivatives use.
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Behavioral Finance: What Can Investors Learn from Their Mistakes?
19/03/2010 Duração: 15minIn episode #029, Jason Zweig discusses how investor goals should be pursued instead of focusing on risk tolerance and practical applications of behavioral finance.
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Unintended Consequences of U.S. Tax Changes
12/03/2010 Duração: 13minIn episode #028, Robert Gordon discusses the changes to U.S. estate tax law, challenges with formula based wills, and the intricacies of deductibility of interest.
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Equity Market Inefficiency
22/01/2010 Duração: 10minIn episode #026, Robert Haugen discusses the changes fundamental factors that drive stock price performance, components of equity risk, and equity market inefficiency.
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Advances in Asset Allocation
11/01/2010 Duração: 11minIn episode #025, Lionel Martellini discusses the changes have taken place in investment management approaches and how asset allocation and risk management related to each other.
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Equity Investing for 2010
18/12/2009 Duração: 09minIn episode #024, Steven M. Galbraith discusses the following: Equity values in the current economic environment -- Elevated money market balances -- Market strategies for 2010.
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Asset Backed Securities: Where Have We Been and Where Are We Going?
25/11/2009 Duração: 23minIn episode #023, Bob K. Behal, CFA, and David Van Ommeren discuss the following: Dislocation in asset-backed securities markets during the financial crisis -- ABS markets that are working on their own -- ABS markets supported by the government -- Commercial mortgage market outlook and risks.
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TIPS Overview and Strategies
12/11/2009 Duração: 15minIn episode #022, Kenneth E. Volpert, CFA, discusses the following: TIPs mechanics -- Strategies used by active managers with TIPs -- Where are real rates versus history -- Inflation and TIPs performance outlook.
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What are Sovereign Wealth Funds?
21/10/2009 Duração: 13minIn episode #021, George Hoguet, CFA, discusses the following: Historical development of sovereign wealth funds -- Role of sovereign wealth funds during the financial crisis -- Importance of sovereign wealth funds as investors -- Concerns over active ownership of foreign companies by sovereign wealth funds.
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Sukuk: Concepts and Applications
01/08/2009 Duração: 18minIn episode #020, Richard T. de Belder discusses the following: What are Sukuk? -- Are Sukuk similar to asset backed securities? -- What are some of the current Sheriah issues facing Sukuk?
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Global Equity Investing
15/07/2009 Duração: 17minIn episode #018, Erik B. Granade, CFA, discusses the following: Global Equity valuation, how the credit crisis has affected global markets, and risks associated with Global Equity investing.
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Understanding Sustainable Investing
01/07/2009 Duração: 10minIn episode #018, Nick Robins discusses the following: What is sustainable investing and how is it different from ethical or socially responsible investing? -- What asset classes are covered by sustainable investing? -- What are some of the challenges and opportunities facing sustainable investing?
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Risk Management and Tax-Aware Portfolio Strategies for Private Clients
15/06/2009 Duração: 14minIn episode #017, David M. Stein discusses portfolio and tax management in the context of the current market environment. He describes: Limitations of diversification and risk management strategies -- Tax efficient portfolio management and the importance of tax management -- Standard and new tax management strategies.
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Understanding Negative Screening by Islamic Equity Indexes and Funds
02/06/2009 Duração: 15minIn episode #016, Shaykh Yusuf Talal DeLorenzo discusses the screening process used by Islamic (Shari'a compliant) equity indexes and funds. In addition, Mr. DeLorenzo describes how a company deemed Shari'a compliant can become non-compliant and why investors not seeking Shari'a compliance could be interested in Shari'a compliant investments.
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The EVA Framework and the Current Economy
09/12/2008 Duração: 22minIn episode #015, Joel M. Stern explains the origins and applications of EVA. In addition, Mr. Stern describes the current market conditions, the collapse of the comparative advantage period, and alternative sources of equity funding for public companies.