This survey offers a rare window into how asset owners around the world are approaching performance reporting, benchmarking, and GIPS® compliance.
CFA Institute and CFA Society Hong Kong respond to HKEX’s IPO reform proposals, highlighting key risks and opportunities for market transparency and fairness.
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?
This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.
As the demand for sustainable investing continues to grow, navigating ethical challenges in impact reporting will be essential.
In 2023, the CFA Institute Board of Governors voted to revise the Standards of Professional Conduct in three areas. The changes became effective 1 January 2024.
Which of the newly adopted CFA Institute Standards of Professional Conduct were at issue in the Global Ethics Day Ethics in Practice case?
Can you recognize which of the newly adopted CFA Institute Standards of Professional Conduct are at issue in the case?
Social media is borderless. Regulation is not. That's why global cooperation among regulators is necessary to deliver the best possible outcomes for consumers.