Most rich families become poorer after several generations. While taxes account for some of the loss, the choices that heirs make account for most loss in wealth over generations Raphael Palone, CFA, writes in #EnterprisingInvestor . #GenerationalWealth
blogs.cfainstitute.org/investor/2024/…

Mark your calendar for these May webinars!

Gain valuable insights into the latest industry developments on artificial intelligence, discover emerging trends, explore the fundamentals of ESG investing, and more.

Register: cfainst.is/3trtqil

#CFAInstituteEvents

Explore the global #crypto landscape with market analyst Jamie Coutts of Bloomberg Intelligence, who provides insights into latest trends, regulatory shifts, and institutional developments across #crypto currencies and #digitalassets . cfainst.is/4begm00

#ARXCFAInstitute

🌍 6,000+ students from 95 countries showcase their talent each year in the CFA Institute #ResearchChallenge .
Hear from past winners about their career-defining experience and mark your calendars for the Global Final on May 16! 🏆

Governments relish mingling in markets. If past policies are any guide, taxpayers are being shortchanged, argues Sebastien Canderle. He tells #EnterprisingInvestor readers that western democracies have adopted a hybrid version of state capitalism.

bit.ly/44vaSf5

Smart rebalancing rules help portfolio managers capture more of the return inherent in their factor strategies, Rob Arnott advises in #EnterprisingInvestor . Concentrating on “priority best” trading improves factor portfolio performance.

blogs.cfainstitute.org/investor/2024/…

Some 90% of data is unstructured, according to new research released today from CFA Institute Research and Policy Center. Discover how savvy asset managers harness it through open-source communities. #FinancialInnovation #InvestTech
rpc.cfainstitute.org/en/research/re…

IFRS 18 ushers in the most significant change to the statement of profit or loss since IFRS Accounting Standards were introduced more than 20 years ago, advises Nick Anderson.

bit.ly/4aW26JE

Find out how China is seeking to enhance investor returns. We look at new guidelines encouraging A-share companies and #SOEs to undertake more shareholder-friendly initiatives. cfainst.is/3Js0VWe

#ARXCFAInstitute

Meir Statman speaks with Mike Wallberg, host of Enterprising Investor podcast. He shares his insights on financial well-being and its interconnection with life satisfaction. This Enterprising Investor blog post highlights key talking points.

bit.ly/4aWi9H8

Congrats to all who passed the March #CIPM Exam for Levels I & II! 🎉

Your journey & dedication inspire us all.

Check emails for results or click here for direct access: bit.ly/3WkikYm

🌟 Over 1000 finance pros gathered at #MEIC to shape the future of investing in Saudi Arabia & MENA. From new CFA charterholders to industry experts, the insights were inspiring!

Thank you to everyone who contributed to the discussions & networking!

#CFAInstituteEvents

Do high #ESG scores drive equity market returns? A study of more than 700 Indian companies challenges the popular narrative that #ESG factors boost financial performance. cfainst.is/3Qhk6Wp

#ARXCFAInstitute

Stephen Foerster extracts lessons from exceptional episodes in financial history that ordinary investors and seasoned professionals alike can put to profitable use.

The bonus is that you'll be entertained from start to finish, writes Marty Fridson, CFA. bit.ly/4dgUpPw

Learn why firms whose #asset prices have increased (or decreased) relative to the headline #inflation rate earn high (or low) returns. Read more about the implications of relative price dispersion. cfainst.is/4d142Ca

#ARXCFAInstitute

Stocks are a good wager over the long term. But investors must grasp how returns can vary over the long term, Edward McQuarrie tells Enterprising Investor. This is the second in a series of blogs. His research is the topic of our forthcoming webinar.

blogs.cfainstitute.org/investor/2024/…

Find out why US #equities touched all-time highs in Q4 2023 and discover the quarter’s best and worst performing sectors. cfainst.is/3JivVIf

#ARXCFAInstitute

Don’t miss our Investment Foundations Certificate Live Learning Series!

Join Azmi Özünlü, CFA for this week’s session: Decoding Dollars - Mastering Financial Statements. Gain insights into how investment professionals analyze crucial information.

🔗: bit.ly/49Vmz0B

The past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback, advises Brian F. Lomax, CFA, CAIA.

blogs.cfainstitute.org/investor/2024/…

Join our 'Planet vs. Plastics' webinar series 🌍 in honor of this year's #EarthDay theme.
We're addressing critical sustainability topics with sessions for all levels:

Introductory ➡️ bit.ly/3UokGEj

Advanced ➡️ bit.ly/3QcHRiy