Christine R.’s Post

How do we develop an edge over the average asset manager? Proprietary research. Tune in to find out how our skilled investment professionals are uncovering cutting edge insights. To hear more of the conversation with Frank Fabozzi and my colleagues, watch here: https://bit.ly/4dGi7nC #InvestmentManagement #PortfolioManagement #research #AssetAllocation Research and Policy Center CFA Institute

New research shows that private market assets under management are projected to grow more than twice the rate of public assets, reaching $60 to $65 trillion by 2032. This represents a 9% to 10% compound annual growth rate, accounting for 30% of all AUM (Bain & Company). These findings reinforce the importance of robust, empirical research on the different segments of private markets, and the impact these assets have on the financial system at large. The Inquire Europe Autumn Seminar is slated to be one of the most important events of the year for investment professionals hoping to gain knew and ground breaking knowledge on private assets. #privatedebt #privateequity #PE #realestate View the full program and learn more about the seminar here: https://lnkd.in/em3fN-xp

Our Portfolio Analysis & Consulting Team uses a "Cyclicality vs. Inflation" methodology when diving into an investor's allocation strategy to gauge their readiness for the market's ups and downs. It's one way that investors can be ready for more than just a "hard or soft landing". Learn more:

📈 Don’t Miss This Interview with Industry Titans: Frank Fabozzi & Jason Hsu📈 The CFA Institute is hosting an exciting interview session with two giants in the world of finance – **Frank Fabozzi** and **Jason Hsu** – covering key insights on the future of asset management. 🔹 **Frank Fabozzi** is a renowned professor of finance and editor of the Journal of Portfolio Management, with vast expertise in fixed income and quantitative finance. 🔹 **Jason Hsu**, founder of Rayliant Global Advisors, is a thought leader in smart beta and factor investing, pushing the boundaries of research-driven portfolio construction. Key Topics to be covered: 💡 The impact of Machine Learning and AI on investment performance and portfolio management 💼 Career advice for young professionals looking to break into asset management This session promises to deliver valuable insights for both seasoned professionals and aspiring finance enthusiasts. Mark your calendars – you won’t want to miss this! 🗓️ #CFAInstitute #AssetManagement #MachineLearning #AI #QuantFinance #CareerAdvice #FrankFabozzi #JasonHsu #FinanceInnovation

Want to gain valuable insight from one of New Zealand's largest and most prestigious investment firms? Want to learn more advanced quantitative techniques in stock valuation? Well, come along to Craigs Stock Pitching - Part 2, running from 6:00pm onward on the 9th of May in OGGB Case Room 3 (260-055) Building on from the first tutorial in our Stock Pitching series, this is an excellent chance to learn and hear directly from representatives at Craigs and how they analyse a stock from a more numbers-based and measurable point-of-view. This tutorial will provide a deep dive into quantitative stock analysis, in particular, examining the DCF (Discounted Cash Flow) valuation method. We intend to break down any technical barriers and gaps in knowledge that students may have, making the competition approachable for first-timers and returning participants alike, and so we highly recommend it, especially if you have no prior finance knowledge! Event details: When: 9th of May, 6:00- 8:00pm Where: OGGB Case Room 3 (260-055) Note: You do not need to be participating in the Craigs Stock Pitch Competition to attend this educational event.

"The average investor’s problem,” Charles Ellis once wrote, “is not that he or she doesn't know enough about investing, but that he or she knows too much that isn't so.” A new study appears to support that view. Researchers found that less financially savvy investors, who are overconfident in their own abilities, tend to seek out advisers who advocate actively managed funds. More financially literate clients, on the other hand, rate the advice given by advisers who recommend index funds more highly than those who don’t. My latest for The Evidence-Based Investor >>> https://shorturl.at/zqiqS Yang Sun Brandeis University MIT Sloan School of Management #Investing #FinancialAdvice #IndexFunds #ActiveManagement #FinancialLiteracy

Read now | Over the years, research conducted by Behavioural Science experts has shown that psychological biases can impact investment decisions, and understanding investor behaviour is an important part of achieving long-term investment success. The latest article by Anil Jugmohan, CFA, EMBA, Senior Investment Analyst, delves deep into the phenomenon of loss aversion bias and its potential implications on long-term returns. With all of this information and research in mind, Anil also shares insights on how they strategically position the Nedgroup Investments Stable Fund to navigate market volatility and fluctuations, while aiming for inflation-beating returns. They follow this approach to ensure that investors can rest assured knowing that the fund manager will be more conservatively positioned during times when the risk of potential capital loss is too high. Read the full article here: https://ow.ly/7oLp50R2bGE The Nedgroup Investments Stable Fund is part of our Flagship Fund Range. To learn more about our Flagship Fund Range, visit: https://ow.ly/10G050R2bGF #NedgroupInvestments #FlagshipFundRange #StableFund #InvestmentInsights #LongTermInvesting #CapitalPreservation #MultiAssetInvesting #AssetManagement #InvestmentPerspectives

📚 Scholars delve into the intricacies of asset valuation, contrasting market prices with intrinsic values. 💡 Understanding these nuances unlocks opportunities for informed investment decisions in volatile markets. 📊💼💰 #Investing #Analysis #Scholarship https://lnkd.in/gBpUpJyD

Greeting connections!!! NISM Series 15 Equity Research exam involves mastering essential skills in financial analysis and valuation methodologies crucial for navigating equity markets. From economic and industry analysis to dissecting financial statements and understanding regulatory frameworks, this certification equips professionals with comprehensive knowledge to excel in equity research. It emphasizes ethical considerations and best practices, ensuring analysts uphold integrity while making informed investment recommendations. Stay updated with the latest trends and developments to enhance analytical capabilities and contribute effectively to the financial sector. #EquityResearch #FinancialAnalysis #NISM #InvestmentResearch

Congratulations to my colleagues Mikheil Esakia and Felix Goltz for winning the distinguished 2023 Graham and Dodd Award of Excellence, what an incredible achievement!   At the heart of this thoughtful research paper they propose a methodology to build equity portfolios that target exposure to macroeconomic risks, namely short-term interest rates, term spread, credit spread and expected inflation, by applying forward-looking macroeconomic variables. To do so, they apply a set of robust measurement tools to estimate stock-level macro exposures out of sample, i.e. verifying the validity on long-term data points not used for the initial estimation.   This concept not only provides investors with an invaluable framework to understand unintended exposure to macroeconomic risks within their existing equity portfolios, but furthermore, allows investors to construct dedicated stock-level equity portfolios, aiming to protect themselves from sudden changes in economic conditions, such as surprises in interest rates.   Access to the research 👉 https://lnkd.in/drmPsi-r   Follow us Scientific Beta