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.
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.
While investment consultants may claim their advice is conflict-free — and their clients may believe them — it is often heavily biased by the investment consultants' own self-interest.
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.
Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.
For sustainability-related content, readers clicked most on "Applying Economics — Not Gut Feel — to ESG" by Alex Edmans in 2023.