Standards, Ethics & Regulations (SER)
These popular publications from CFA Institute Research and Policy Center offer practical insight for leaders shaping investment decisions.
Major financial institutions are advancing blockchain-based settlement, signaling gradual but meaningful change in market infrastructure.
Nigeria’s experience with LDI offers lessons for building financial resilience and managing long-term investment risks in frontier markets.
Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.
As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.
Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike.
Can capitalism save the planet? Tom Steyer makes the case in this urgent, optimistic roadmap to a net-zero future.
Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.
Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.
A leaked AI system prompt reveals hidden biases in Claude's outputs. What every investment professional should know about using LLMs effectively.