Michael Schmidt

Michael Schmidt earned an MBA from Loyola University of Chicago and is a Chartered Financial Analyst, CFA. Mr. Schmidt contributes to the CFA Institute as part of the Educational Advisory Board and has been part of the annual grading team since 2001. Michael has been writing professionally for over 20 years on a vast range of financial, economic and political topics.

He has been working in the field since 1986 working as an analyst, portfolio manager and an institutional investment consultant with: Bank of NY Mellon, Evergreen Investments, Mercer Consulting, INDATA and Coastal Asset Management. As an analyst he provides buy side research for both internal use and published for investors. As a portfolio manager he has managed investment portfolios for the institutional and the ultra high-net-worth arena with specialties in value, high yield and quantitative equity styles as well as multiple fixed income strategies.

Mr. Schmidt is a staff member of FINRA's Dispute Resolution Board as an arbitrator and chairperson. He has also testified as an expert witness in arbitrations and security litigation in over 40 cases of suitability, asset allocation, supervision and churning. Michael is a frequent guest speaker and has been quoted in the Wall Street Journal and Pension Investments Magazine.

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  1. Laws & Regulations

    So, You Want to Take Your Broker to Court

    Find out how to file a claim with your broker, and what you can expect throughout the process.
  2. Bonds / Fixed Income

    Top 4 Strategies For Managing A Bond Portfolio

    Learn more about popular passive, quasi-passive, immunization and active bond strategies and how you can put them to work ...
  3. Investing

    Taking Shots at CAPM

    Find out why many investors think the capital asset pricing model is full of holes.
  4. Markets & Economy

    Financial Regulators: Who They Are and What They Do

    Find out how these financial regulators govern the financial markets.
  5. Managing Wealth

    How to Invest Like an Institution

    By following the strategies of the pros, even a beginner can learn to invest like an expert.
  6. High Net Worth Strategy

    How To Become A Corporate Board Member

    We look at how corporate boards are constructed, and how investors can get involved.
  7. ETFs

    Using ETFs To Build A Cost-Effective Portfolio

    ETFs are a viable alternative to mutual funds, but before you invest, there are a few things you should know.
  8. Small Business

    3 Secrets Of Successful Companies

    Make smart investments by spotting up-and-coming success stories early.
  9. FA Relevant

    How To Handle A Serious Dispute With Your Broker

    Find out what to do if you have a dispute with your broker.
  10. Retirement Savings

    Pick 401(k) Assets Like A Pro

    Professionals choose the options available to you in your plan, making your decisions easier.
  11. Markets & Economy

    The U.S. National Spending And Debt

    Just like any average American household, government overspending can carry on for extended periods by rolling over debt ...
  12. People

    Talk Is Cheap: Campaign Promises And The Economy

    A president's campaign trail promises often come up against economic reality.
  13. Managing Wealth

    Introduction To The Portfolio Dedicated Strategy

    Dedicated Investment Portfolio strategies have been used by institutional investors like pension funds and insurance companies ...
  14. Financial Analysis

    Reviewing Liabilities On The Balance Sheet

    As an experienced or new analyst, liabilities tell a deep story of how a company finances, plans and accounts for money it ...
  15. Alternative Investments

    CMO vs CDO: Same Outside, Different Inside

    The concept of collateralizing and structured financing predates the market for collateralized mortgage obligations and collateralized ...
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