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Ethics in Practice: Elderly Investors. Case for Week of 15 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.

Payment Decisions: Reflections of Culture, Options, and Self

How does progress in the payments industry affect the payment decisions we make at an individual level?

Ethics in Practice: Disclosures on Twitter. Case and Analysis–Week of 8 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.

Environmental, Social, and Governance (ESG) Integration in Canada

In September, CFA Institute and Principles for Responsible Investment (PRI) released two new reports — ESG Integration in the Americas: Markets, Practices, and Data, and Guidance and Case Studies for ESG Integration: Equities and Fixed Income.

The Audit Gender Gap: Who Audits the Companies You Invest In?

The findings in "New Public Company Auditor Disclosures: Who Audits the Company You Invest In? How Long Have They Been the Auditor," were compelling, particularly on gender diversity.

Cryptocurrencies: Initial Coin Offerings (ICOs)

What are initial coin offerings (ICOs)? Umed Saidov, CFA, shares his take in the latest edition of his Cryptocurrencies series.

Factor Investing in Micro and Small Caps

Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?

Building an Inclusive Work Culture

What does a culture of inclusion look like?

Fiduciary Duty Takes a Step Back: Industry Reacts to Death of DOL Rule

After the US Court of Appeals for the Fifth Circuit vacate the fiduciary standard, the brokerage industry lost no time in rolling back some of its policies specifically adopted in response to that rule.

Ethics in Practice: Marketing Investment Services. Case and Analysis–Week of 1 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.