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WEEKLY INSIGHTS
Weekly Insights is a weekly column on topics relevant to the investment community in the Singapore Business Times with articles contributed by members, Institute staff, specialists in the investment field and the CFA Singapore Advocacy team.
Do ESG funds have higher ESG scores?
ESG funds, including both unit trust funds and exchange-traded funds, have grown into a US$400 billion market in the US alone.
Book review: The Little Book of Picking Top Stocks
Fridson’s The Little Book of Picking Top Stocks will encourage analysts and investors to do something they may be unfamiliar with: going for No. 1 systematically.
The nuts and bolts of private commercial real estate investing
This diverse asset class can deliver both solid cash flow and solid total return potential
Partnering for impact: institutional investors and the net-zero transition
Portfolio managers must priortise the interests of clients and employers over their personal financial interests
The ethics of personal transactions
Portfolio managers must priortise the interests of clients and employers over their personal financial interests
What ESG news matters most to markets?
Research shows investors react positively to positive ESG news, and they react much more strongly for positive than negative news
Debunking the myth of market efficiency
To anyone with experience in the markets, many axioms of the efficient market hypothesis – including perfect information, investor rationality – are, at best, far-fetched.
Redefining the retirement income goal
Greater flexibility needs to be built into tools and metrics that advisers use to advise clients.
Diligence and thoroughness in investment decisions
CFA Institute requires fund managers and investment professionals to exercise diligence, independence and thoroughness in analysing and recommending investments, and taking investment actions.
How smart clients invest in themselves – and why
Knowing your clients’ stories on why they invest will yield a deeper understanding of their investor personalities
The Size Factor Matters for Actual Portfolios
It may not have a high return alone, but it gives important diversification benefits
Get acquainted with investing personality: Roger Murray
The book, The Enduring Value of Roger Murray’, is a fresh look at Murray and restores one’s confidence in fundamental analysis, especially value investing.