From mean variance optimization to net worth optimization. We no longer need to ask which is more important, the client’s attitude toward risk or the client’s capacity to take on risk.| CFA Institute Enterprising Investor
Our egos are hardwired to fall into the trap of confounding luck and skill. By recognizing the role of chance and reinforcing analytical discipline, investment leaders can build more resilient strategies and teams.| CFA Institute Enterprising Investor
Ambition is a powerful driver of success, but without perspective, it can become a liability.| CFA Institute Enterprising Investor
Sébastien Page, CFA, shares the story of a grueling handball match that reshaped a competitor’s mindset and reveals how investment leaders can apply the same principles of mastery, resilience, and long-term success to their organizations.| CFA Institute Enterprising Investor
Your retirement should be more than an exit. It should be a launch.| CFA Institute Enterprising Investor