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AI’s Game-Changing Potential in Banking: Are You Ready for the Regulatory Risks?

As regulators continue to refine their understanding of AI and big data, financial institutions have an opportunity to shape the regulatory landscape by participating in discussions and implementing responsible practices.

Book Review: Resistance Money: A Philosophical Case for Bitcoin

Should I add bitcoin to my portfolio? If not, why not? This book will help advisors field these tough client questions.

AI in Investment Management: Ethics Case Study Part II

The use of AI technology in the investment management process and client communications holds many ethical dimensions. This is the second part of a case study through the lens of CFA Institute's Code of Ethics and Standards of Professional Conduct.

The Alternative Investment Gender Gap: Marketing to Female Clients

What are women's favorite alternative investments? What marketing strategies resonate with women, and which one's don't?

Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters

The CAPM has its critics. Yet, the model, introduced by Bill Sharpe in 1964, remains front and center in academia and in practice.

AI in Investment Management: Ethics Case Study

Can you identify the ethical issues that arise in this specific use case of AI in the investment management process and related client communications?

An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey

The Index Industry Association's 2024 asset manager survey reveals a much deeper set of challenges, opportunities, hopes, and concerns.

Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives

Insitutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”

GIPS Annual: The Best Conference Yet! Digital Content Package Available

Get the digital package and have the 28th Annual GIPS Standards Annual Conference at your fingertips.

Investment Opportunities in Mexico

With its large youth sector, thriving startup and fintech ecosystems, and a close relationship with the United States, Mexico represents a significant investment destination for those looking to diversify their portfolios and capitalize on the myriad of opportunities.