Standards, Ethics & Regulations (SER)
Once known as secure and profitable investments, utilities are now viewed as enterprises fraught with financial risks. Investors should favor utilities that employ AI and other digital strategies to minimize damage from natural disasters.
Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.
As the demand for sustainable investing continues to grow, navigating ethical challenges in impact reporting will be essential.
Previous market bubbles provide valuable lessons as we navigate the artificial intelligence revolution. They emphasize the need for a clear-sighted, cautious approach.
The "Paradox of Speculation" -- how securities speculation drives both pain and progress -- is among the key lessons of financial history.
The "Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds" addresses how firms that manage only BDPFs can claim compliance with the GIPS standards.
The future of artificial intelligence (AI) should not just be smart, it must also be sustainable.
How is your firm complying with the performance requirements of the SEC Marketing Rule?
What's the appeal of spin-offs in general and in Mainland China and Hong Kong SAR, in particular? KPMG partner Mike Tang, CFA, CPA, shares his insights.
What topics in particular should defined contribution (DC) plan sponsors keep front of mind this year?