Enterprising Investor
Practical analysis for investment professionals

Big Data


AI’s Game-Changing Potential in Banking: Are You Ready for the Regulatory Risks?

As regulators continue to refine their understanding of AI and big data, financial institutions have an opportunity to shape the regulatory landscape by participating in discussions and implementing responsible practices.

Navigating the Risks of AI in Finance: Data Governance and Management Are Critical

Big data-driven AI in financial services is a technology that augments human capabilities. We are living in countries governed by the rule of law, and only humans can adopt safeguards, make decisions, and take responsibility for the results.

Research and Policy Center Three Most Popular Articles of 2023: Data and Technology

Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.

Research and Policy Center 10 Most Popular Articles of 2023

What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?

The Benefits of Using Economically Meaningful Factors in Financial Data Science

As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?

A Paradigm Shift in Investing — Are You Ready?

When it comes to ESG, DEI, and advances in data and technology, this time really is different.

Book Review: How Novelty and Narratives Drive the Stock Market

This detailed stock market study attempts to extend Robert Shiller’s development of narrative economics.

Dan Joldzic, CFA: Natural Language Processing in a Big Data World

"We are living in a Big Data World," Dan Joldzic, CFA, says. "No single analyst or team of analysts can capture all the information on their positions."

The Next Big Thing: The Age of Fintech, AI, and Big Data

To celebrate Enterprising Investor’s 10-year anniversary, Larry Cao, CFA, curates our collection of fintech, AI, and big data coverage.

The Future of AI and Big Data: Three Concepts

Andrew Lo and Ajay Agrawal explore how biases, regulations, and economics and wealth distribution will shape the future of fintech.



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