CFA Institute forms working group to draft guidance on calculating private fund performance.
Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.
Retail investors may achieve more stable and diversified portfolios with allocations to private markets.
As the demand for sustainable investing continues to grow, navigating ethical challenges in impact reporting will be essential.
For active management to acquire sufficient alpha to eclipse passive, a paradigm shift driven by new technologies and new methods is required. That's where Ensemble Active Management (EAM) comes in.
When it comes to ESG investing, we have to agree that we don’t all agree.
Forecasts in the form of Monte Carlo simulations are not the best way to anticipate a client's future portfolio returns.
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.
Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.
Disregard all the hype around crypto in general and bitcoin in particular. Blockchain represents the real opportunity that investors should be talking about.