Standards, Ethics & Regulations (SER)
What are initial coin offerings (ICOs)? Umed Saidov, CFA, shares his take in the latest edition of his Cryptocurrencies series.
The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.
Unforced errors in their advertising can undermine the credibility alternative asset managers work so hard to build. These 10 guidelines can help prevent such mistakes.
If there were any doubt as to ESG's efficacy in portfolio management, recent efforts by some of the world's largest asset owners may finally put the question to rest.
What can firms do to protect themselves and their clients from potential data breaches? Cybersecurity expert E.J. Yerzak weighs in.
Modern Compliance is an ambitious undertaking that brings together the myriad complexities of governing the investment professional.
As research coverage stagnates globally, Europe sees a MiFID II blip.
“Where are the screaming actuaries yelling in these burning theaters?” Jeremy Gold once asked. Gold passed away earlier this month, leading Heidi Raubenheimer, PhD, CFA, to recall his words and reflect on the state of the retirement crisis.
Research shows that trust in the finance sector is on the rise around the globe.
Efforts to improve financial literacy are critical. But how do we know if these efforts work? How can we gauge their effectiveness?