Practical analysis for investment professionals

Investment Industry


2019 US Wealth Management Outlook: The Old Guard and Fintech Cozy Up

The room for partnerships in 2019 extends throughout the wealth-management pipeline, says April J. Rudin.

Big Data and Artificial Intelligence in Investment Management: FAQs and Answers

When it comes to big data and artificial intelligence (AI) in the investment management industry, some people anticipate a rosy future with various new sources of alpha. Others worry about the jobs that might be lost to machines through process automation.

Adapting to Disruption: The Investment Industry’s New Normal

The challenges confronting finance today are really opportunities to bring positive change to the industry, according to a panel of experts at the 2018 CFA Institute European Investment Conference.

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

What Millennials Want: Not What You Think

Everyone thinks they have millennials figured out. But a new report suggests we don't know what we think we know about this critical demographic, especially when it comes to investing.

The Power of Passive

Because the flood into passive management appears unstoppable, it is worth considering the limits of the trend.

Jeopardy! and Gender Parity on Investment Teams

Why does gender parity matter for investment teams?

Building an Inclusive Work Culture

What does a culture of inclusion look like?

Taking Investment Teams from Good to Great

Good enough is no longer an option for active investment management firms.

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.



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