Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Ethics in Practice: Sharing CFA® Exam Experience Is Fine, Right? Case and Analysis

The CFA Institute Standards of Professional Conduct guide our member’s behavior, but how well do you know them? Read on to practice applying them to a real-life situation.

Four Challenges in the ESG Market: What’s Next?

It's time for environmental, social, and governance (ESG) investing to become more of a science and less of an art, says Christopher K. Merker, PhD, CFA.

New Insights on the Trust Crisis in Finance

Research shows that trust in the finance sector is on the rise around the globe.

Artificial Intelligence: The Future Is Human

The lack of any coherent or precise definition of AI encourages the hype bubbles that we have seen with “fintech” and “blockchain”— all three concepts can mean almost anything depending on the interpretation.

Private Equity Funds: Leverage and Performance Evaluation

Leverage is pervasive in today’s private equity markets. Antonella Puca, CFA, CIPM, CPA, explores how private equity funds apply it and how investors should approach it.

MiFID II and Systematic Internalisers: If Only Someone Knew This Would Happen

It has been about seven months since the EU’s implementation of the Markets in Financial Instruments Directive (MiFID II) and some early results are starting to come in.

Ethics in Practice: Does Trade Execution Venue Matter? Week of 9 July Case and Analysis

Regularly reviewing and analyzing situations that involve possible misconduct will help you keep standards of professional conduct well in mind as you conduct your own business.

Will Bitcoin Make It?

Portfolio managers and advisers who have accepted bitcoin and cryptocurrencies on a conceptual level must wrestle with practical questions for their flesh-and-blood clients, says Ron Rimkus, CFA.

The Media Challenge for Cryptoasset Investors

At the core of the cryptocurrency craze is the fear of missing out (FOMO).

13 Charts: High Yield Today

The standard joke about high-yield bonds is that they're not high yield any longer. Let's replace it with something better.