Survey
Survey results: How firms are dealing with some of the most challenging issues in the SEC Marketing Rule.
This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.
Our research reviewed how such a transformational interpretation of the role of central banks and their independence in conducting monetary policy could have unintended consequences for financial markets and the economy. CFA Institute also wanted to draw the attention of policy makers to the socioeconomic aspects of this crisis.
The CFA Institute report, Climate Change Analysis in the Investment Process, focuses on the physical and transition risks climate change is projected to create; explains to investors carbon markets; and reviews the resources available for investors looking for the best climate change integration tools.
Based on a global survey conducted in April, the report details CFA® charterholders’ observations on a wide range of issues. This article focuses on five key themes: market liquidity, asset price formation, government intervention, impact on the financial services industry, and risk of misconduct.
CFA Institute FinTech survey results suggest investment managers are hesitant to deploy fintech solutions with uncertain cost-benefit tradeoffs.
The PCAOB would like to hear from investors and is conducting an investor-specific survey in addition to their general request for comment. The deadline to complete the survey is May 29th.