Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


SEC Scrutiny of ESG-Related Disclosures: What to Expect

What should investors know about the SEC filing review process and how it may affect ESG-related disclosures?

ChatGPT and Generative AI: What They Mean for Investment Professionals

How will all the ChatGPT- and LLM-related developments affect how investment professionals work?

Partnering for Impact: Institutional Investors and the Net-Zero Transition

A well-managed, low-carbon transition requires systemic change from all corners of the global economy.

Book Review: A History of Financial Technology and Regulation

Seth C. Oranburg highlights recent changes to the world of finance by exploring the role of technology within it.

Do ESG Funds Have Higher ESG Scores?

The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.

The FX Global Code: Why Now Is the Time

As the FX market grows and evolves, more needs to be done to improve its functioning and integrity.

Splitting the Risk: How to Manage Interest Rate Risk in Project Finance

How can the two primary stakeholders in project finance best allocate interest rate risk?

DC Plan Sponsors: Seven Priorities for 2023

Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.

Diversity and Investment Performance: What Trade-Off?

Is there a trade-off between diversity and investment performance?



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