Practical analysis for investment professionals

Future States


“Augmented Intelligence”: Combining Human Intelligence and Technology

Artificial intelligence (AI) is making inroads into private wealth management in both investment management and practice management. It’s an exciting time for AI, but will it cause more disruption or innovation for wealth managers?

Four Lessons from the CFA Society New York 80th Anniversary Dinner

Ultimately, the core of our profession’s success will be continuing education, says Bjorn Forfang.

Artificial Intelligence and Defined Contribution Plans

How will artificial intelligence (AI) affect the world of retirement accounts, specifically defined contribution (DC) plans? Sahil Sethi, CFA, anticipates several stages of development.

Artificial Intelligence: Fusing Technology and Human Judgment?

Can artificial intelligence (AI) arrange a perfect marriage of technology and human judgment?

Parallel Worlds and Brexit: Guiseppe Ballocchi, CFA

"Parallel Worlds," one of the four potential scenarios envisioned in the "Future State of the Investment Profession" study, anticipates the rise of populism, a reduction in the size of the middle class, and a decrease in social mobility. For a better understanding of how this scenario could affect the future of the investment management industry, Robert Stammers, CFA, spoke with Giuseppe Ballocchi, CFA.

Toward a Professional Investment Industry: Richard Brandweiner, CFA

The "Future State of the Investment Profession" study explores "Four States for the Relationship between Investment Management and Society." To better understand these potential future states, we interviewed Richard Brandweiner, CFA, focusing our discussion on the factors required for finance to move towards a more “Professional Industry” as well as other ways it could serve the greater good.

The Purpose Imperative

Too many investment professionals are "addicted to winning," and it's a problem for them and their clients.

The Sharing Economy and the Evolution of Crowd-Based Capitalism

Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations.

The Future of Digital Banking: What’s Next?

“Digital banking hasn’t actually arrived yet,” David M. Brear of 11:FS told Lauren Foster. But it's coming. He discussed how he anticipates digital banking and fintech to disrupt the finance industry.

Fintech’s Artificial Intelligence Revolution: The Missing Link

We stand at the threshold of an era of pervasive artificial intelligence (AI) in financial services. While it’s tempting to say, “Again?” — this time really is different. Why? Because AI/machine intelligence will be rapidly deployed across financial institutions. And though this evolution is inevitable, we need to be mindful about the ethics of the undertaking. As an industry, we must work together to ensure careful and thoughtful AI integration.



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