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From Tweets to Trades: The Hidden Risks of Social Media in Investing

Are you able to step outside the confines of social media echo chambers to make informed investment decisions?

What Is Non-Real Impact in Carbon Metrics?

Learn how market volatility can distort carbon metric comparisons over time, complicate medium-term target setting, and create additional reporting challenges.

Wall Street’s Latest Flood: Private Credit

Private credit is a treacherous swamp full of opportunists. Is your consultant capable of defying the formidable odds of success?

Unlocking Stock Market Success: Why You Should Embrace the Skew

By learning to appreciate positive skew and its associated tail events, investors can unlock the full potential of stock market gains.

AI’s Game-Changing Potential in Banking: Are You Ready for the Regulatory Risks?

As regulators continue to refine their understanding of AI and big data, financial institutions have an opportunity to shape the regulatory landscape by participating in discussions and implementing responsible practices.

Book Review: Resistance Money: A Philosophical Case for Bitcoin

Should I add bitcoin to my portfolio? If not, why not? This book will help advisors field these tough client questions.

AI in Investment Management: Ethics Case Study Part II

The use of AI technology in the investment management process and client communications holds many ethical dimensions. This is the second part of a case study through the lens of CFA Institute's Code of Ethics and Standards of Professional Conduct.

The Alternative Investment Gender Gap: Marketing to Female Clients

What are women's favorite alternative investments? What marketing strategies resonate with women, and which one's don't?

Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters

The CAPM has its critics. Yet, the model, introduced by Bill Sharpe in 1964, remains front and center in academia and in practice.

AI in Investment Management: Ethics Case Study

Can you identify the ethical issues that arise in this specific use case of AI in the investment management process and related client communications?