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investment decisionmaking


IFRS: Relevant Financial Reporting

CFA Institute and the IFRS Foundation held a joint stakeholder event last evening as part of the IFRS Trustees meeting in New York. Bob Pozen spoke and WSJ’s Jason Zweig moderated a… READ MORE ›

“Equity” or “Debt”? Standard-Setters Must Draw a Clear Line

The concepts of “debt” and “equity” are as old as human conversation.

ELTIFs: Fostering Retail Investors’ Access to Alternative Investments and the Need for Increased Transparency and Harmonization across Reporting Standards

European Long-Term Investment Funds (ELTIFs) are EU Alternative Investment Funds (AIFs) managed by alternative investment fund managers (AIFMs). ELTIFs complement traditional sources of capital while enabling the financing of the real economy, which, in turn, contribute to the EU’s sustainable and inclusive growth.

Capital Markets Union and Banking Union: Two Mutually Inclusive Projects

The level of integration of EU capital markets is still insufficient to boost growth and investments across Europe, according to Marco Lamandini

Environmental, Social, and Governance (ESG) Integration in Brazil

CFA Institute and Principles for Responsible Investment (PRI) highlight our findings about the current state of ESG integration in Brazil, to complement our findings in the United States and Canada.

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?

Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.

How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant.