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Accelerated Share Repurchases (ASRs): Managing EPS?

Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.

Ethics in Practice: Trading in Mutual Funds. Case and Analysis–Week of 17 September

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.

10 Rules for Marketing Alternative Funds

Unforced errors in their advertising can undermine the credibility alternative asset managers work so hard to build. These 10 guidelines can help prevent such mistakes.

The Changing Use of Structured Data: Examples from around the World

A new paper takes a deep dive into how structured data contained in regulatory filings in the form of XBRL is being consumed by investors and analysts.

Who Cares (About ESG) Wins: Asset Owners Step Up

If there were any doubt as to ESG's efficacy in portfolio management, recent efforts by some of the world's largest asset owners may finally put the question to rest.

Ethics in Practice: Issuer-Paid Research. Case and Analysis–Week of 10 September

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.

Two New Reports Explore ESG Integration in Americas, and Offer Global Case Studies of ESG Integration

Two new reports examine our understanding of ESG integration, what it is, what it isn't, and how to do it well.

Case Studies In The Changing Use of Structured Data: Revenue Recognition

In my latest paper, Data & Technology: How Information Is Consumed In The New Age, we take a deep dive into how structured data is being consumed and refute the claim by some that structured data is not… READ MORE ›

Let‘s Get Physical 2: Body Language and Physical Fixes

Financial advisers care about body language and so do clients and potential clients, says Barbara Stewart, CFA. So how can we repair our physical faux pas? She checks in with nonverbal communication expert Mark Bowden for insight on this question and more.