Investment Industry

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.

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

Why does gender parity matter for investment teams?

What does a culture of inclusion look like?

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

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.