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'Do-good' companies can do well for investors
Chicago Tribune
Impact investing is a nice idea — and for many critics that’s precisely the problem.
The relatively young industry, which focuses on social or environmental returns in addition to financial ones, has until now lacked performance data. So how can you tell if investors are truly "doing well by doing good," as the saying goes?
New research may shed light on the financial viability of such mission-driven investments, indicating returns similar to comparable investments in stock index funds.
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Emerging opportunities in Latin America
CFA Chicago
Latin America represents an increasingly important economic region in the world. By 2020, the IMF predicts that Brazil and Mexico will rank among the top 10 GDP countries globally. The abundance of natural resources, growing and more educated populations with rising incomes, and capital market reforms in several countries, create potentially fertile areas for long-term investing opportunities.
Distinguished Speaker Series with Tad Rivelle
CFA Chicago
Tad Rivelle will present, "Hey! They’re Raising the Price of the Free Lunch!" at the Distinguished Speaker Series in May. Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing some $130 billion in fixed income assets, including over $80 billion of mutual fund assets under the TCW and MetWest Funds brand.
Managing talent and compensation in the new era
CFA Chicago
Jim Ware, CFA, and Michael Falk, CFA, of Focus Consulting Group will present on their new white paper, "Investment Challenges: Remaining Relevant through Compelling Value." FCG has combined its insights from the past few impactful industry years into a new report that highlights industry challenges and strategic responses.
Asset managers pose systemic risk — it's time to recognize it
CFA Institute's Enterprising Investor
Is printing money creating new systemic risks for the world economy?
As stock markets move to new highs, asset managers are booming, with vast inflows into bond and equity funds alike. The IMF has pointed out the potentially systemic risks created by concentrated pools of inflated and increasingly correlated assets. It is now time for regulators around the world to recognize the risks inherent in asset managers and funds that are too big to fail.
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The puzzle in active investing
Pensions & Investments
We have accepted certain principles over time. If one feels there is a mispricing within a security or an asset, then they could gently exploit such difference through a dynamic asset allocation model; one that concurrently shifts all asset weights, based upon the new optimization. Where do these “mispricing” ideas come from? Maybe from a fundamental research analyst seeing what appears to be misvaluation, or from a technician studying the general levels across many asset classes.
The Latin American festival continues
Investing Daily
Once the darlings of emerging market investors, Latin America seems to be losing steam of late. Growth is expected to drop below 1 percent this year. Aside from a brief recession during the financial crisis, this year will be the continent’s slowest growth in more than a decade. Looking at Latin America’s growth as a whole would be a mistake though, because troubles in the region’s largest economies overshadow progress in smaller ones.
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Investing: Is trouble looming in the markets?
Chicago Tribune
Senior editor Anne Kates Smith recently interviewed longtime market watcher Jim Stack, publisher of the InvesTech Research newsletter and president of Stack Financial Management, an investment firm.
You've become increasingly nervous about the stock market. Why? Every economic recovery and every bull market start out with widespread fears and doubt.
Survey: Multinationals shift investment focus to developed countries
The Wall Street Journal
Multinational companies are increasingly focusing their foreign investment in developed countries, favoring technological development and productivity over cheap labor.
Among the top 25 countries targeted for foreign direct investment by global companies, almost three quarters are in developed markets, according to a study to be released by Chicago-based consultant A.T. Kearney. That is up from two-thirds last year and a shade over half in 2013.
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Mexico's dream of being the next global oil-boom story
CNBC
Mexico hopes to achieve its potential as a more important player on the world oil stage after years of underinvestment and decline.
But industry officials say with the collapse in oil prices, it may take longer for Mexico to realize the benefits of the outside investments it hopes to attract. It will also take time for offshore and onshore exploration to pay off.
Trouble in threes begs for immediate action
Chicago Sun-Times
“Trouble comes in threes,” or so the saying goes.
But when we’re discussing the dismal financial condition of the public sector in Illinois, three is a woeful understatement. There’s red ink flowing over every level of government — villages, towns, cities, and, of course, the State of Illinois, which is the biggest fiscal train wreck, followed by the city of Chicago and its public schools.
Financial records: What to keep, what to toss
Reuters
Kelley Long, a Chicago CPA and personal financial specialist, tries to generate as little paperwork as possible, opting for electronic records instead.
"The IRS accepts electronic records," said Long, resident financial adviser with Financial Finesse in Chicago. "There's no need to keep paper. That's the one thing they're modern about."
Missed last week's issue? See which articles your colleagues read most.
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