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Is the Proxy Advisory Industry in Danger?

The Securities and Exchange Commission (SEC or the Commission) appears set to unveil new oversight for firms that advise investors on voting their shares in public companies.

The Fed Has Few Options, Says Danielle DiMartino Booth

“You don’t have a lot to work with when the next discussion around the table is negative interest rates,” says Danielle DiMartino Booth.

Ethics in Practice: REIT Income Reporting. Case for Week of 19 August

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.

How Painful Can Factor Investing Get?

The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.

Ethics in Practice: Security Investment Information. Case and Analysis–Week of 12 August

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.

Nine Cursory Observations About WeWork

WeWork. Where to begin? Here’s a cursory look so far.

“Equity” or “Debt”? Standard-Setters Must Draw a Clear Line

The concepts of “debt” and “equity” are as old as human conversation.

Status Anxiety Or: How Our Neighbors Make Us Worse Investors

The best way to keep up with the Joneses is to ignore them. Joachim Klement, CFA, explains.

ELTIFs: Fostering Retail Investors’ Access to Alternative Investments and the Need for Increased Transparency and Harmonization across Reporting Standards

European Long-Term Investment Funds (ELTIFs) are EU Alternative Investment Funds (AIFs) managed by alternative investment fund managers (AIFMs). ELTIFs complement traditional sources of capital while enabling the financing of the real economy, which, in turn, contribute to the EU’s sustainable and inclusive growth.

The Libra Project: A Timely Wake-Up Call?

Libra represents a timely opportunity — and a critical wake-up call, says Giuseppe Ballocchi, CFA.