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Ethics in Practice: Using Info for Fund and Personal Accounts OK? Case for Week of 18 June

Discerning when a choice has strayed into unethical territory is not always clear. Analyzing scenarios and practicing your ethical decision making will help you hone your skills.

Alphabet Soup: What Does Artificial Intelligence Really Mean?

Two weeks ago, CFA Institute and the Asset Management Association of China invited me to host the Fintech Investment Forum in Hangzhou, China. The standout speaker on artificial intelligence (AI) was Dr. Noah Silverman, founder of Helios.ai, a consulting firm in Hong Kong.

4 Ways Millennials Can Avoid Following Their Passion

Lauren Friese, director of Workforce Innovation at RBC, makes a strong point about the ways that “passion” can set millennials up for failure.

Weekend Reads for Investors: Slight Hangover Edition

Jason Voss, CFA, shares stories about artificial intelligence (AI) hype, the mathematics of causation, and a real Transformer, among other topics.

Effective ESG Investing: An Interview with Andrew Parry

"Integrating ESG certainly does not harm and, in fact, is additive to value generation," says Andrew Parry of Hermes Investment Management.

Ethics in Practice: Loyalty to Firm or Clients’ Interests First? Case Analysis Now Included

Sometimes firms ask their portfolio managers to sell proprietary investment products, but when does that request become an ethical dilemma?

Food for Thought: An Insight into Japan’s Outlook

Japan's nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country?

The Kelly Criterion: You Don’t Know the Half of It

Much of what you think you know about the Kelly criterion is wrong, writes Alon Bochman, CFA.

Book Review: Keeping Your Dividend Edge

In Keeping Your Dividend Edge, Todd Wenning, CFA, describes the new market environment that necessitates a revised approach for selecting and monitoring dividend-paying stocks.

In Practice Summary: Reassessing the Drivers of Commodity Futures Returns

What is the effect on portfolio returns when the commodity futures market as a whole is in backwardation or contango during recessions and during unexpected inflation?