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CFAs also show accounting, economics, portfolio management, and security analysis knowledge. Additionally, CFAs typically work in portfolio management, research, consulting, riskanalysis, and risk management. Individuals with a CFA must complete three exams and have at least three years of work experience.
Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. Consequently, the cross correlations are high as is factor risk; sectors are a blunt instrument.
Our portfolio managers have full autonomy over the institutional strategies they manage, and they need and want every scrap of information they can get to help them manage the balance of risk and opportunity for our clients. All charts, economic and market forecasts presented herein are for illustrative purposes only.
The following are ways we seek to identify additional risks and opportunities outside traditional analysis: Investigative research. ESG analysis. Quantitative riskanalysis and reporting. All charts, economic and market forecasts presented herein are for illustrative purposes only. Behavioral analytics.
Effective riskanalysis, then, requires us to balance competing goals in a portfolio, and to use a combination of quantitative analysis and subjective judgment to guide future decisions. In other words, it does not effectively measure the actual probability that investors will achieve their stated goals.
Effective riskanalysis, then, requires us to balance competing goals in a portfolio, and to use a combination of quantitative analysis and subjective judgment to guide future decisions. In other words, it does not effectively measure the actual probability that investors will achieve their stated goals.
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