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Social media is borderless. Regulation is not. That's why global cooperation among regulators is necessary to deliver the best possible outcomes for consumers.
Win US$20,000 for essay on Ethics and Trust in Finance for a Sustainable Future. Co-sponsored by CFA Institute.
In my latest paper, Data & Technology: How Information Is Consumed In The New Age, we take a deep dive into how structured data is being consumed and refute the claim by some that structured data is not… READ MORE ›
David Bowie a music and fashion icon, also blazed trails in finance.
“Jobs and growth” are the European Parliament’s focus now, says Sharon Bowles, nonexecutive director of the London Stock Exchange and former chairwoman of the EP’s Economic and Monetary Affairs Committee, in this edition of Policy Perspectives.
Information is the lifeblood of global financial markets and the billions of investment decisions that play a critical role in those markets.
Effective 1 July, the updated CFA Institute Code & Standards outline new requirements for supervisors and client communications.
Updated CFA Institute Code of Ethics addresses larger purpose of capital markets and growing concerns about the role and effects of capitalism.
IORP II contains a comprehensive framework for communications with plan holders, which closely mirrors the principles developed by the OECD and EIOPA.
CFA Institute recently supported a CFA Society of Belgium event on the “Banking Union: Will It Prevent the Next Financial Crisis,” which happened to fall on the eve of the deal struck by the European Parliament, European Council, and European Commission, after more than 17 hours of negotiations.
CFA Institute analyzes regulatory structures in key global jurisdictions, and outlines six points necessary for comprehensive regulatory framework.
For investors, the agreement retains many of the flaws that CFA Institute has raised in meetings with staff on Capitol Hill.
The EIOPA recently published a preliminary report on the creation of a single market for personal pensions. This post considers the opportunities and challenges in creating a single market for personal pensions.
Designed to align the interests of managers with investors, will the pay restrictions serve their intended purpose?
Acknowledging the problems of the global pension crisis and fixing them are two entirely different propositions, and definitive solutions still are elusive. But JP Morgan Asset Management’s Paul Sweeting, CFA, contributes to a better understanding of the issues and potential solutions with his recent paper.