Views on improving the integrity of global capital markets

Artificial Intelligence


AI in Investment Management: Ethics Case Study Part II

The use of AI technology in the investment management process and client communications holds many ethical dimensions. This is the second part of a case study through the lens of CFA Institute's Code of Ethics and Standards of Professional Conduct.

AI in Investment Management: Ethics Case Study

Can you identify the ethical issues that arise in this specific use case of AI in the investment management process and related client communications?

CFA Institute Survey Points to Lag in Big Data and AI Adoption

CFA Institute FinTech survey results suggest investment managers are hesitant to deploy fintech solutions with uncertain cost-benefit tradeoffs.



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