Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor, Pageant Media, Markets Group, and the New York investment management firm Cohen & Steers.
Now that the SEC Private Fund Adviser rules have been struck down, it's incumbent on the industry to demonstrate how private ordering can work.
Large language models like ChatGPT are changing the way we think about investing and reshaping roles in the investment profession.
Profitability and sustainability are not mutually exclusive in active credit strategies.
"It is possible to construct equity portfolios that possess out of sample exposure that facilitate more precise targeting of levels of macroeconomic risk exposure."
In the Financial Analysts Journal, Emmanuel R. Pezier and Paolo F. Volpin analyze a private dataset of a UK fund’s engagements with small-cap newly public firms and demonstrate that “behind-the-scenes” engagements resulted in 8% to 10% in cumulative abnormal returns.
For sustainability-related content, readers clicked most on "Applying Economics — Not Gut Feel — to ESG" by Alex Edmans in 2023.
The Future State of the Investment Industry report draws the most clicks in 2023.
Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.
What are the most popular top five articles of 2023 published under the Capital Markets theme by the CFA Institute Research and Policy Center?
What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?