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Ethics in Practice: Conflict of Interest or Not? Case for Week of 16 April & Analysis

Sometimes ethical situations can arise through in unexpected places, such as in conversations over lunch about recommendations for an investment advisor. Get your ethical exercise as you read and assess this week’s case.

Can Quantamental Save Active Investing?

The goal of quantamental investing is not to replace human analysts with machines, but to leverage the strengths of each, says Alon Bochman, CFA.

A Map of Many Roads: Where do Cryptocurrencies Go from Here?

The global cryptocurrency landscape has been a map of many possible roads but not enough signposts.

Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models.

Promoting Financial Literacy: The ASFIP Example

Dustin S. Martin, CPA, CFA, discusses efforts by the Atlanta Society of Finance and Investment Professionals (ASFIP) to advance financial literacy.

Staying Ahead of the Curve in Global Investing

The 71st CFA Institute Annual Conference has been designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment.

Data Science, Finance, and Women: A Powerful Intersection

Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.

Book Review: Equity Management

The authors have compiled a highly readable, entertaining, and well-informed collection of articles on the history and development of the quantitative techniques of stock selection.

Ethics in Practice: Material and Nonpublic Info or Not? Case Analysis Now Included

CFA Institute members and candidates have to abide by the Code and Standards, but sometimes the right course of action to do so is not clear. Read on to practice your ethical decision-making skills.

The VIX Mirage and the Portfolio Insurance Paradox

The recent swings in equity performance mean that portfolio managers must adapt to volatility and plan their investments carefully.