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Book Review: The Technological Revolution in Financial Services

The book provides a roadmap on how the financial industry will evolve in response to three structural forces.

GameStop, Artificial Intelligence, Social Media, and the Future of Investing

The GameStop story represents a shift in the balance of power and with it the future of investing and social media.

ESG Q&A: Moving Beyond Modern Portfolio Theory

Jon Lukomnik and James Hawley discuss their new book Moving Beyond Modern Portfolio Theory.

Book Review: Valuation

The authors set out the core principles of valuation and offer a guide to measuring a company's value.

Mitigating Risk for Asset Owners — Claiming Compliance with the GIPS Standards

What happened at PSERS? And would compliance with standards for calculating and presenting performance have been valuable in this situation?

Joachim Klement, CFA: Three Geo-Economics Trends to Watch

The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.

Sustainable Corporate Governance: Creating Incentives to Integrate Sustainability Interests into Business Operations

CFA Institute recently published the report “Corporate Governance and ESG Disclosure in the EU”, which looks at how corporate governance practices have evolved over the past years and examines the impact of sustainability measures that have been introduced in the European Union in the context of the Renewed Sustainable Finance Strategy and the Action Plan on Financing Sustainability Growth. The study also focuses on how companies can take into account open market perspectives while continuing to seek corporate success and create shareholder value.

SPACs: An Uncorrelated Asset Class?

Do special-purpose acquisition companies (SPACs) offer any diversification benefits?

Shareholder Proposal Rule: Will Proponents Have the Votes in Time to Beat the CRA Clock?

The investor community overwhelmingly opposed the changes and more than 200 organizations have written to Congress in support of the CRA resolution. The window to act is short as the clock runs out in early May,