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The SPAC Boom – Our CFA Institute Advocacy Policy Engagement

Despite unprecedented
economic disruption, the US IPO market hit a record $170 billion in 2020, driven in large part by the unexpected surge in the use
of special purpose acquisition companies
(SPACs) to take private companies public. SPACs,
commonly referred to as blank-check… READ MORE ›

A Framework to Drive ESG Financial Discipline

A focus on intangible value creation can bring more financial discipline to ESG investments.

Two Weeks to Register: Global Financial Regulatory Symposium

The full agenda of the 2021 Global Regulatory Symposium by CFA Institute has been released.

On Day One (29 June 2021) the keynote speech is by Erkki Liikanen (Chair, IFRS Foundation Trustees). The panel… READ MORE ›

Book Review: Corporate Governance and Responsible Investment in Private Equity

Simon Witney provides a groundbreaking overview of effective governance and responsible investment in private equity.

Fixed-Income Allocations: Where To?

How should investors shift their fixed-income portfolios amid the US economic recovery?

The Next Frontier of Sustainable Investing: Measuring Impact

What is the state of ESG analysis and how can investors both have an impact and invest with impact?

Blockchain and DeFI: Drivers of Change in Asset Management

“We’re still in the very early days of DeFi,” Mona El Isa says. “But this time is much more exciting. We’re seeing real usage and traction."

Institutional Portfolio Benchmarks: Slow Rabbits?

When it comes to their benchmarking practices, US public pension funds need to find faster rabbits to chase.

Counting the Cost of Capital and Seeding Network-Based Accounting

Cost of capital is a tenuous concept. Charlie Munger amusingly calls it a “perfectly amazing mental malfunction.”

Tax-Smart Management of Your Muni Portfolio

Tax-smart portfolio valuation signals opportunities to improve after-tax performance by recognizing losses.