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Ethics in Practice: Pricing an Initial Public Offering. Case for Week of 25 March

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.

Ethics in Practice: New Professional Opportunities. Case and Analysis–Week of 18 March

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.

Investments That Ride a Generational Wave

“People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.

To Regulate or Not to Regulate: That Is the Question

The introduction of blockchain technologies generally is considered to be conducive to improving efficiency and stability of the finance industry, but how much regulation should be applied?

ESG Integration in Europe, the Middle East, and Africa: Markets, Practices, and Data

CFA Institute and the Principles of Responsible Investment (PRI) have released the third in a series of four reports addressing the current state of global environmental, social, and governance

MiFID II Research Unbundling: A Survey Yielding Mixed Results

To celebrate the one-year anniversary of the introduction of the revised Markets in Financial Instruments Directive (MiFID II) in January 2018, CFA Institute revisited the controversial topic of investment research by conducting a survey of its membership.

Webinar: ESG Integration in the Americas

CFA Institute and the Principles for Responsible Investment recently recorded a webinar to discuss their findings on the Integration of ESG data in the fixed income world in the Americas. A replay of the webinar… READ MORE ›

The Discovering Markets Hypothesis (DMH)

Thomas Mayer, CFA. PhD, introduces the Discovering Markets Hypothesis (DMH), which he developed with Marius Kleinheyer.

No Return: Adam Tooze on the Crises that Changed the World

The global financial crisis of 2008 set events in motion that may affect financial markets far into the future.

Rise of the Machines: Investment Jobs Now Redundant?

Will computers completely replace humans in financial management?