Howard Marks’s approach to risk emphasizes the importance of understanding risk as the probability of loss, not volatility, and managing it through careful judgment and strategic thinking. This #EnterprisingInvestor post shines a light on the key learnings in a new video series from Marks, Oaktree Capital Management’s Co-Chairman and Co-Founder.
CFA Institute’s Post
More Relevant Posts
-
By minimizing exposure to severe market downturns, investors can achieve higher risk-adjusted returns, preserve capital, and avoid the psychological toll of significant losses. Sebastian Petric, CFA, presents a methodology that identifies equity drawdowns using advanced spatial modeling, a significant advancement in financial risk management. #EnterprisingInvestor
Identifying Crises and the Economic Significance of Avoiding Them
blogs.cfainstitute.org
-
How AIA incorporates #climateaction and net-zero commitments across its organisation and why the CFA Institute Certificate in ESG Investing plays a part in its climate transition plan. 🌱 AIA incorporates climate action and net-zero commitments by engaging in several key practices, including asset ownership, sustainability lens, etc. 🌱 AIA demonstrates a strong commitment to sustainability and transparency, evidenced by its dedication to enhancing investment professionals' expertise through the CFA Institute Certificate in ESG Investing. 🌱 CFA Institute Certificate in ESG Investing plays a crucial role in AIA's climate transition plan by upskilling team members and ensuring that climate action is integrated into the company's investment strategies. For full case study: https://cfainst.is/3XLuf1Z #ARXCFAInstitute
-
Game changer. #PrivateEquity will soon be able to invest in #NFL franchises. Stephen Deane, CFA weighed in from our side. What do YOU think this means for the league?
-
Rapid yen appreciation in the third quarter triggered a brief-but-disruptive volatility surge across major asset markets, demonstrating the fleeting nature of "liquidity-on-loan." A mirage of plentiful liquidity that comingles sticky money supply with transitory flows likely overstated the financial system’s resiliency and market depth, suggests Victor Xing in #EnterprisingInvestor.
Global Fungible Money Flows Heighten Volatility Risks
blogs.cfainstitute.org
-
Missed the first session of the 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐒𝐞𝐫𝐢𝐞𝐬? Catch up on private debt dynamics at our next webinar on 19 September. Join us as Nick Atkinson, Partner and Head of Debt and Capital Advisory Asia Pacific at PwC, delves into the topic of private credit in the Asia Pacific region. A distinguished panel of industry experts—Cliff Ip, CFA, Kerrine Koh, CFA, Angela Lai, CFA, and Andrew Tan—will discuss key aspects such as risk-return valuation, credit strategies, and the evolving role of private credit in today’s financial markets. Secure your spot now: https://cfainst.is/3X4rdFI Can’t attend live? Select the “Recording Only” option at the top of the page to receive access to the recorded webinar and watch at your convenience.
-
-
🌎 Sustainability Story new episodes online! Listen to our expert guests and hosts in the latest episodes featuring intimate conversations with thought leaders in ESG investing and sustainability: https://cfainst.is/3MKMhuA 🌎First up is Aligning Company Boards, Investors, and Sustainability Goals with as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute. 🌍Followed by The Energy Transition: Roadblocks, Solutions, and Investment Opportunities hosted by Deborah Kidd, CFA, with special guest Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. #Sustainability #SustainabilityStory #NetZero #EURegulations
-
-
CFA Institute and the Investment Adviser Association (IAA) conducted a survey to identify how firms are dealing with some of the most challenging issues in the SEC Marketing Rule. In this insightful piece Karyn Vincent, CFA, CIPM shares her key findings on the results.
CFA Institute/IAA Issue Survey Report on Firm Practices for Complying with the SEC Marketing Rule
blogs.cfainstitute.org
-
In the underbelly of private markets lies the main culprit behind corporate failures: defective capital structuring, maintains Sebastien Canderle. The investigation of PE-backed zombies is made considerably easier by the fact that the murder weapon is practically always the same: debt. Canderle picks apart the forensics in private markets for #EnterprisingInvestor
Distress Investing: Crime Scene Investigation
blogs.cfainstitute.org
