How to Measure Your Success as an Investor

Posted by Jason Apollo Voss on May 26, 2014 in Best of the Blog, Blog | 0 comments Since I work for CFA Institute, you probably wouldn’t be surprised if I said the best way to measure success is to follow the Global Investment Performance Standards (GIPS). After all, many professionals think GIPS is the global gold standard. Now here’s something that may surprise you: CFA Institute’s standards are a subset of a much better, more comprehensive, way of measuring your...
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Skills That Separate You as an Investment Manager: Creativity

Posted by Jason Apollo Voss on May 13, 2014 in Best of the Blog, Blog, Skills That Separate You as an Investment Manager | 0 comments Having hired research analyst interns, research analysts, a portfolio manager, and even my own successor when I retired from investment management in 2005, I have gained a fair amount of knowledge about which skills separate you as an investment manager. As such I’ve been writing a series on the skills — aside from the obvious (e.g., a love of economics, drive, confidence, etc.) — that...
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A President’s View of the Art of Negotiation

Posted by Jason Apollo Voss on Apr 23, 2014 in Blog | 0 comments It isn’t often that you get a chance to listen to a former president discuss the art of negotiation, and it is rarer still that you learn negotiating secrets from a leader whose peace treaty helped to end an intractable conflict and garnered him a Nobel Peace Prize nomination. Such was the case at the Middle East Investment Conference, where Jamil Mahuad, former president of Ecuador, and...
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How Technology Can Help You Commit Fewer Investment Mistakes

Posted by Jason Apollo Voss on Apr 14, 2014 in Blog | 0 comments It may seem as if the admonitions and lessons of behavioral finance are difficult to recognize, let alone correct. But as Clare Flynn Levy, founder and CEO of Essentia Analytics, has learned, technology can help you avoid many of the investment mistakes that result from behavioral biases. While the idea is simple, the implications are far-reaching: The firm’s software analyzes historical trade...
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