CFA Institute Take 15 Podcast Series (Audio only version) show

CFA Institute Take 15 Podcast Series (Audio only version)

Summary: 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.

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Podcasts:

 China: Nothing Is Investable, but Everything Is Tradable! | File Type: audio/mpeg | Duration: 00:12:02

Fraser Howie discusses fundamental issues with China’s banking system. Specifically, he explains China’s continual creation of superficial solutions to problems, which often fail to solve the underlying issues.

 Dark Pools and Market Transparency | File Type: audio/mpeg | Duration: 00:09:44

Frédéric Romand discusses the role of dark pools and their relative merits and drawbacks in the context of equity market investing. The importance of transparency and information quality is also addressed, along with efforts to achieve more consistent regulation.

 The MENA Economy: One Year after the Arab Spring | File Type: audio/mpeg | Duration: 00:11:43

Henry T. Azzam shares his views on economic prospects of the Middle East and North Africa (MENA) region one year after the Arab Spring.

 The Good, the Bad, the Ugly of Target-Date Retirement Funds | File Type: audio/mpeg | Duration: 00:09:52

Although target-date retirement funds are a ubiquitous retirement planning tool, their glide paths vary considerably from one provider to the next. Moreover, the glide paths themselves tend to change over time. Thomas M. Idzorek, CFA, discusses the problems associated with benchmarking these instruments and outlines a glide path stability score.

 Defining, Motivating, and Achieving Client Engagement | File Type: audio/mpeg | Duration: 00:08:29

Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.

 A New Take on Behavioral Finance | File Type: audio/mpeg | Duration: 00:11:20

Greg B. Davies explains the concept of behavioralizing finance and the implications for the wealth management industry.

 Best Practices in Managing Outliers in the Investment Industry | File Type: audio/mpeg | Duration: 00:13:50

Keith Robinson provides practical advice on how to identify outliers, discusses the impacts they can have on a firm’s culture, and offers best practices and strategies in managing outliers.

 India's Opportunities in Tomorrow's World | File Type: audio/mpeg | Duration: 00:16:53

Clint R. Laurent discusses how the resolution of sovereign debt problems in the United States and the Eurozone will affect economic activity and the flows of trade and finance across the globe.

 Trends in Algorithmic Trading and Developments in Asia | File Type: audio/mpeg | Duration: 00:12:34

Giorgio Valente discusses recent trends in algorithmic and high frequency trading and related developments in the Asia Pacific region.

 Turning Colleagues into Partners in Complying with the GIPS Standards | File Type: audio/mpeg | Duration: 00:08:59

Ann F. Putallaz, CIPM, discusses the role of an investment performance leader, or GIPS champion, within a GIPS compliant firm.

 Global Demographic Trends and Investment Opportunities in Africa | File Type: audio/mpeg | Duration: 00:12:29

Richard Hokenson discusses the investment implications of global demographic trends and the investment opportunities these trends represent for Africa.

 India: Rediscovery and Investment Outlook | File Type: audio/mpeg | Duration: 00:10:03

Lord Meghnad Desai discusses his "rediscovered" historical perspective on India as well as the Indian economy, capital markets, and its people going forward and the implications for investment professionals.

 New Tool for Bond Managers: Leveraging on Equity Market Analysis to Outperform? | File Type: audio/mpeg | Duration: 00:07:37

Dan diBartolomeo discusses how bond managers can leverage information in equity markets to improve performance.

 Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients | File Type: audio/mpeg | Duration: 00:09:27

This Take 15 interview with James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers.

 Selecting and Implementing a Fixed-Income Attribution System | File Type: audio/mpeg | Duration: 00:06:51

Ralf Hudert, CIPM, discusses practical issues selecting and implementing a fixed-income attribution system.

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