Standards, Ethics & Regulations (SER)
Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike.
Explore insights on UK crypto regulation, market structure, investor protections, and CFA Institute’s policy recommendations for a safer digital future.
Can capitalism save the planet? Tom Steyer makes the case in this urgent, optimistic roadmap to a net-zero future.
EU reforms aim to revive securitization markets—explore how regulatory changes could unlock capital and reshape Europe’s financial system.
Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.
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.
Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.
A leaked AI system prompt reveals hidden biases in Claude's outputs. What every investment professional should know about using LLMs effectively.
Finance teams play a vital role in cross-border healthcare M&A. This blog offers a framework for driving integration success through strategic finance.