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Tag: CFA Institute

Record Low of 25% Pass Rate for Level 1 CFA Exam
2 years ago
Record Low of 25% Pass Rate for Level 1 CFA Exam

Only 25% of nearly 26,000 applicants passed the Chartered Financial Analyst Level I exam administered in May, the lowest since testing began in 1963, and the pandemic played a significant…

Do Analyst Recommendations Add Value? Maybe
3 years ago
Do Analyst Recommendations Add Value? Maybe

A new study may cast doubt on the conventional wisdom that following analyst buy or sell recommendations isn’t going to pay off for investors. This according to a recent article…

6 years ago
John Bogle on the Balance Between Professional and Business Values in Investing—Part 1

An essay by Vanguard founder John Bogle, published in a recent issue of the CFA Institute’s Financial Analysts Journal, offers insights and guidance concerning the need for balance between professional…

7 years ago
When Choosing Fund Managers, Maybe Less is More

It may pay to go for mediocre rather than stellar when selecting fund managers, according to last week’s post in Enterprising Investor by Joachim Klement, CFA. While studies have shown…

15 years ago
CFA Panelists: Economic Bears, Stock Market Bulls

The CFA Institute held its Global Financial Crisis Roundtable Thursday, with institutional expert Theodore Aronson, Goldman Sachs’ Abby Joseph Cohen, bond expert Martin Fridson, and economist Jason Trennert speaking in…

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Weekly Top 10: Highest Scoring Warren Buffett Stocks
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Investing for Longevity: Wealth Creation Inspired by Blue...
Recent Original Research
September 13, 2023
Investing for Longevity: Wealth Creation Inspired by Blue...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Netflix has a new documentary out on Centenarians (Live to 100: Secrets of the Blue Zones) – individuals who live to 100+ years old – and areas of the world with there...
September 6, 2023
Small Cap Value: Waiting for the Jumpstart
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Over the past few weeks, I've seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. When I see these charts, my ears definitely perk...
August 23, 2023
The Human Touch in Quantitative Investing: Decisions Behind...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing models are hailed for their systematic and...
August 16, 2023
Navigating Fear: Lessons from Great White Sharks and...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family.  There was lots of beach time, but I had a ringing in my ear of the last few phone calls with...
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