Artificial Intelligence
AI disruption, portfolio shifts, and timeless lessons—these blogs topped the charts in Q2.
This chatbot-style tool allows investment analysts to query complex research materials in plain language without ever exposing sensitive data.
Discover how advanced AI prompting and model selection are reshaping investment analysis—and why mastering these tools is essential for staying competitive.
The use of AI technology in the investment management process and client communications holds many ethical dimensions. This is the second part of a case study through the lens of CFA Institute's Code of Ethics and Standards of Professional Conduct.
Can you identify the ethical issues that arise in this specific use case of AI in the investment management process and related client communications?
CFA Institute FinTech survey results suggest investment managers are hesitant to deploy fintech solutions with uncertain cost-benefit tradeoffs.