Regulations Standards and Ethics
Don't be lulled into a false sense of security by the word "assurance" when evaluating sustainability reports. Assurance practices vary, and investors would be wise to learn more about the different levels of coverage.
CFA Institute forms working group to draft guidance on calculating private fund performance.
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.
Retail investors may achieve more stable and diversified portfolios with allocations to private markets.
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?