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Ethics in Practice: Investment Management Fees. Case and Analysis–Week of 11 November

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.

Asset Owners Experience Shortage of ESG Products Meeting Expectation

Clients have the power to drive ESG integration forward as practitioners listen to them.

The Investment Case for Culture

How can we meet the dual challenge of investor preferences and investment outcomes?

ETFs: The Systemic Risk Compass

Do exchange-traded funds (ETFs) pose systemic risk? Or are such concerns exaggerated? A panel of experts weighed in.

Investor Forum 2019: Driving Actionable Analytics

XBRL US held Investor Forum 2019: Driving Actionable Analytics in New York on 4 November.

The Norwegian Oil Fund: An Embarrassment of Riches

Knut Anton Mork shared his insights into the foundation, growth, and future of the Norwegian Oil Fund.

Climate-Related Issues: The Gap Between Current Reporting and Investor Expectations

According to the October 2019 report Climate-Related Corporate Reporting from the UK Financial Reporting Council’s (FRC) Financial Reporting Lab,

Book Review: Behavioral Finance

This book is a succinct but comprehensive review of behavioral finance and how investors and practitioners can compensate for their biases to improve their financial decision making.

Ethics in Practice: Trading in Warrants. Case and Analysis–Week of 4 November

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.

Are investment horizons preventing integration of ESG factors?

Workshop participants believe that ESG factors can materialize through a series of short-term, incremental upticks or downticks that individually impact short-term and long-term investment return.