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.
Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.
When it comes to big data and artificial intelligence (AI) in the investment management industry, some people anticipate a rosy future with various new sources of alpha. Others worry about the jobs that might be lost to machines through process automation.
Building resilience in a downturn requires all investors to assess the quality of the recessionary environment and to understand the risks they bear and their capacity to bear them.
The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.
Intangible assets are increasingly critical to corporate value, and new valuation methods need to be deployed to accurately calculate their worth.
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.
You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.
Robert J. Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.
How do we decipher what Mr. Market's priorities are?