Investment Industry

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

Leaders need to prioritize culture, says Katrina Sherrerd, PhD, CFA.

What trends are influencing endowment investing in today’s market?

What do the Financial Analysts Journal, CFA Society New York, the Columbia University Graduate School of Journalism, and US railroads have in common? Female pioneers.

Paul Volcker considers the state of banking today in an interview with Exile on Wall Street author Mike Mayo, CFA.

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

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.

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.

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

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.