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Book Review: Beyond Diversification

The range of tools that Sébastien Page, CFA, sets out in this book can help investors make better decisions.

Does Guru Investing Work?

A new investment style has proliferated over the last decade or so: the copycat investor.

Did Corporate Bond ETFs Kill the “Alpha Stars”?

The race for scale among active managers in response to low-cost ETF competition may be self-defeating.

What’s New in Goodwill

Join Sandy Peters, PJ Patel, and Pranav Ghai on September 23, 2:30 – 3:30PM ET as they discuss What’s New in Goodwill.

Modern Portfolio Theory Revisited in the Age of Environmental, Social, and Governance Investing

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. Matt Orsagh, CFA, CIPM, senior director of capital markets policy at CFA Institute, spoke with former hedge… READ MORE ›

The Impact of Covid-19 on Board Accountability, Flexible Work, Stakeholder Engagement, and Financial Markets

New episodes from podcast series A Guide to EU Financial Politics and Policy Development.

Passive Funds and “Do No Harm” Are Not Synonymous

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.

Greenwashing at a Tipping Point: Marketing Jargon Brings Regulatory Risk

The environmental, social, and governance (ESG) fund industry reached a crossroads on 26 August 2021.

Franklin Templeton Case Highlights the Need to Improve Industry Risk Management Practices

The closure of the six Franklin Templeton (FT) schemes last year is, at its core, a failure of risk management, as amply illustrated in the Securities and Exchange Board of India’s (SEBI) recent order. But were these deficiencies specific to one firm, or can we take broader lessons for the Indian fund industry?