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These Are the Most Important Connections

The most important connections in your network may not be the ones you think.

Discretionary Investing in the Age of Artificial Intelligence

No two investment managers are alike. There is no reason why two artificial intelligence (AI)-driven systems should be either, says Parijat Garg, CFA.

Ethics in Practice: Exchange Listing. Case for Week of 12 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Persistence That Just Ain’t So

Do private equity presentations overstate an ability to persist?

Ethics in Practice: Billing Inaccuracies. Case and Analysis–Week of 5 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Bitcoin: New Asset Class or Pyramid Scheme?

Jonathan Harris, CFA, offers a searing critique of bitcoin and cryptocurrencies.

The Power of Passive

Because the flood into passive management appears unstoppable, it is worth considering the limits of the trend.

Bridging the Divide: Thoughts on Diversity and Race

Michele Norris, award-winning journalist and former host of NPR’s All Things Considered, describes her current project as “eavesdropping on America’s conversation about race.”

Buyer Beware vs. Seller Beware

Questions about whether financial service providers should design better products and sell them responsibly or consumers should take responsibility for their own purchases through financial education miss the point.

Ethics in Practice: Trade Allocation. Case and Analysis–Week of 29 October

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.