Research. Reviews. Ideas. Built for investment professionals.

Standards, Ethics & Regulations (SER)


LDI in Frontier Markets: Building Resilience, the Nigeria Case Study

Nigeria’s experience with LDI offers lessons for building financial resilience and managing long-term investment risks in frontier markets.

6 Ways Longevity Is Transforming Investment Careers

Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.

Governing the Capital of Europe’s Insurers: Resilience versus Capital Mobilization

How Solvency II reforms may reshape EU insurers’ capital use, freeing funds for long-term investment while testing supervisory resilience.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy

Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike.

Strengthening and Safeguarding the UK Crypto Market

Explore insights on UK crypto regulation, market structure, investor protections, and CFA Institute’s policy recommendations for a safer digital future.

Book Review: Cheaper Faster Better: How We’ll Win the Climate War

Can capitalism save the planet? Tom Steyer makes the case in this urgent, optimistic roadmap to a net-zero future.

European Union Revisits Securitization Rules to Bolster Capital Markets

EU reforms aim to revive securitization markets—explore how regulatory changes could unlock capital and reshape Europe’s financial system.

AI in Investment Management: 5 Lessons From the Front Lines

Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.

2024 Asset Owner Survey: Transparency, Benchmarks, and the GIPS Standards

This survey offers a rare window into how asset owners around the world are approaching performance reporting, benchmarking, and GIPS® compliance.