Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


The Libra Project: A Timely Wake-Up Call?

Libra represents a timely opportunity — and a critical wake-up call, says Giuseppe Ballocchi, CFA.

Rising Risk: Accounting Shenanigans and Alternative Investments

The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.

The Venture Capital Gender Gap: What Qualifies as Female Content?

What makes a company woman-led? The metrics vary and can be confusing. Duncan Stewart, CFA, proposes a points-based system that could bring more clarity.

Private Equity Access: Should We Beware?

Should retail investors have access to private equity investments? Preston McSwain shares his take.

In Memoriam: John B. Neff, CFA

The investment world lost another legend in 2019.

ESG and the Commons: From Tragedy to Governance?

Sustainable investing will become the rule and no longer the exception. But this transition comes amid a disquieting change in how we must view capital, production, and their attendant effects.

Fabozzi: Finance Must Modernize or Face Irrelevancy

Frank J. Fabozzi, CFA, spoke with Paul Kovarsky, CFA, about the state of academic finance and financial theory.

Investment Management Fees: Beware the Cobra Effect

Bad incentives lead to bad results, Daniel Brocklebank, CFA, observed at the 72nd CFA Institute Annual Conference.

Seven Trends in Investment Management: Ronald N. Kahn

Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.

Paul Smith, CFA: Looking Back and Looking Ahead

Paul Smith, CFA, returned to his hometown of London to deliver his fifth and final annual address as president and CEO of CFA Institute.



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