Cfainstitute.org

Health Care Investing: The Promise and the Pitfalls

WebIncreasing innovation, favorable demographics, and growing globalization are positive forces for health care investment returns, along with the defensive …

Actived: 2 days ago

URL: https://blogs.cfainstitute.org/investor/2016/12/13/health-care-investing-the-promise-and-the-pitfalls/

Career Conversations: Making the connection between healthcare …

WebCareer Conversations: Making the connection between healthcare and finance. Based in the US, Dolapo Bello, CFA – currently a MBA Candidate – originally worked in …

Category:  Health Go Health

Introduction to Risk Management

WebRisks must be understood and carefully chosen and managed. Risk exposure is the extent to which an organization’s value may be affected through sensitivity to underlying risks. …

Category:  Health Go Health

Global Financial Health Check-Up: What’s the Prognosis

WebThe data demonstrates that immediately prior to the GFC, many banks were operating with wafer-thin levels of equity. While this leveraged up their shareholders’ …

Category:  Health Go Health

What is ESG Investing

WebESG stands for Environmental, Social, and Governance. Investors are increasingly applying these non-financial factors as part of their analysis process to identify material risks and …

Category:  Health Go Health

Long-Term Care Insurance (LTCI): The Good, the Bad, and the Ugly

WebBefore having the conversation about care giving plans there are 6 questions I ask before we talk about what plans to own to protect their cash flow, their …

Category:  Health Go Health

Understanding Cash Flow Statements

WebThe cash flow statement provides important information about a company’s cash receipts and cash payments during an accounting period as well as information about a …

Category:  Health Go Health

Risk Management for Individuals

WebRisk management for individuals is distinct from risk management for corporations given the distinctive characteristics of households, which include the finite and unknown lifespan of …

Category:  Health Go Health

The Seven Kinds of Asset Owner Institutions CFA Institute

WebSloane Ortel. Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment adviser that manages distinctive discretionary portfolios of public …

Category:  Health Go Health

Analysis of Financial Institutions

WebFinancial institutions provide a wide range of financial products and services. They serve as intermediaries between providers and recipients of capital, facilitate asset and risk …

Category:  Health Go Health

Myth-Busting: The Economy Drives the Stock Market

WebThe US economy is driven primarily by consumers whose spending accounts for 70% of GDP. The remaining 30% is split almost equally among private investment …

Category:  Health Go Health

Introduction to Financial Statement Analysis

WebIntroduction. Financial analysis is the process of examining a company’s performance in the context of its industry and economic environment in order to arrive at a decision or …

Category:  Health Go Health

The NMC Health Debacle: Four Red Flags

WebNMC Health (“NMC”) was founded in Abu Dhabi in 1975 and expanded to become the United Arab Emirates (UAE)’s largest health care company. Listed on the …

Category:  Health Go Health

CFA® Program Registered Candidate Resources

WebWhen you register for the CFA Program, you will gain access to a variety of study tools and resources to help you prepare for the exam. We will support you with our learning …

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Power of Attorney: What Every Financial Adviser Should Know

WebThe most important financial document your clients can sign is a power of attorney (POA). The POA can provide security and continuity to investments and other …

Category:  Health Go Health

Understanding Balance Sheets

WebThe balance sheet (also referred to as the statement of financial position) discloses what an entity owns (assets) and what it owes (liabilities) at a specific point in time. Equity is the …

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Fundamentals of Credit Analysis

WebThe key components of credit risk are risk of default and loss severity in the event of default. The product of the two is expected loss. Investors in higher-quality bonds tend not to …

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Trade Management Guidelines

Webfrom period to period, against appropriate objectives and benchmarks (e.g., peer universes), and. by Broker, trading venue, and trading method. Implementation of compliance …

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CODE OF CONDUCT FOR MEMBERS OF A PENSION SCHEME …

Web4 WWW.CFAISI.ORG Code of Conduct Guidance 1. Act in good faith and in the best interest of the scheme participants and beneficiaries. The overriding objective of the …

Category:  Health Go Health