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Ethics in Practice: Custody Expenses. Case and Analysis–Week of 15 July

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.

Top-Performing Investment Teams: 10 Ingredients to Their Secret Sauce

What do top investment teams have in common? What makes some succeed while others fall short?

Ethics in Practice: Mutual Fund Trades. Case and Analysis–Week of 8 July

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.

Defining an Ideal Culture: A Values-Based Framework

The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.

India: “The World’s Future Investment Hub”?

Could the investment profession's future be in India?

Work and Leadership: Going It Alone

Self-leadership may become the most important kind of leadership of all, says Barbara Stewart, CFA.

Reverse Factoring: Undisclosed Borrowing to Smooth Operating Cashflows Volatility

Creditor factoring generally delays payments to creditors to fund a company’s operations. While such arrangements may help companies in smoothing operating cashflow volatility, often it is used as a last resort to manage liquidity problems. Investors find out about this practice only when “other items” in current liabilities become too big to miss when it may be too late to take action.

Ethics in Practice: Corporate Bond Trading. Case and Analysis–Week of 1 July

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.

Indexing: Out with Tradition?

How do traditional and non-traditional indexing compare in the US stock market?

Sunny Saturday and the Risks Are Rising

Remember to focus on what might go wrong in the future instead of what has gone right in the past.