Global Investment Performance Standards (GIPS) Standards
The Global Investment Performance Standards establish a standardized set of ethical practices that guide practitioners in analyzing and presenting historical data as a basis for the comparison of investment results. Why GIPS were Created? These GIPS standards provide a basis…
Ethics Application
I. Professionalism II. Integrity of Capital Markets III. Duties to Clients and Prospective Clients IV. Duties to Employers V. Investment Analysis, Recommendations, and Action VI. Conflicts of Interest VII. Responsibilities as a CFA Institute Member or CFA Candidate I. PROFESSIONALISM A. Knowledge of the Law…
Application of Technical Analysis to Portfolio Management
Regardless of whether the strategy is top-down or bottom-up, technical analysis complements fundamental analysis. Technical Analysis Applications to Portfolio Management: Top-Down Approach Analysts, traders, and investors who are interested in global equity markets usually start their top-down examination with global…
Technical Analysis Indicators
Technical analysis indicators are measures used to predict changes in the price of a security. These predictions are based on price, market sentiment, or flow of funds. Technical analysts try to establish how potential changes in supply and demand might…
Common Chart Patterns
A chart pattern is a distinct trading formation that appears repeatedly. It can be used to predict future price movements of a given stock. The formations appear on price charts and create unique, recognizable shapes. Analysts study these formations when…
Trend, Support, and Resistance Lines
Trend Trends are among the most important concepts in technical analysis. A trend represents a long-term pattern of price movement in a particular direction. A consolidation occurs when a security is not trending. Under normal circumstances, market participants tend to…
Technical Analysis Charts
Technical analysis charts are graphical displays that show asset price and trade volume data. Charts provide technicians with information about past price fluctuations. We can use such data to predict future performance. There are different types of charts used in…
Technical Analysis and Fundamental Analysis
Differences between Technical Analysis and Fundamental Analysis A technician’s research is solely based on price and volume data. Further, the researcher believes that all factors are reflected in a security’s price. A fundamental analyst, on the other hand, investigates a…
Technical Analysis and Behavioral Finance
Technical analysis is a branch of behavioral finance that studies collective investor psychology or sentiment. In any freely traded market, prices are set by humans or their mechanical proxies, and a price is set when demand and supply are at…
