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When It Is Smart to Say No: Exploring the Concept of Intelligent Disobedience

Learn about Intelligent Disobedience, a practical concept that explores how and when to disobey inappropriate orders and requests, with author Ira Chaleff.

Ethics in Practice: Taking the CFA Exam. Case and Analysis–Week of 2 December

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.

When Can We Stop Talking about ESG?

Mary Jane McQuillen believes ESG concerns are central to, not separate from, the investment decision-making process.

How are experienced practitioners applying ESG integration?

lthough different definitions for materiality apply, the consensus among investors is that a material ESG issue is a fundamental value driver of a company or security that affects the income statement, balance sheet, and cash-flow statement positively or negatively.

The US Labor Market: Weaker Than It Looks?

US employment figures point to a significant opportunity deficit for workers.

The Upright Project and the Quest for Net Impact

In the era of environmental, social, and governance (ESG) integration and sustainable investing, how good are we at measuring impact?

Do Activist Investors Create Value?

Could activism be the answer for active fund managers?

Ethics in Practice: Futures Trading. Case and Analysis–Week of 18 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.