This report highlights the activities of the CFA Institute Capital Markets Policy Group located in the Washington, DC, and Charlottesville, VA, offices of the America’s division.
An upcoming event takes a deep dive into how data standardization is modernizing the capital markets and delivering on the fintech promise.
Equity listed on public markets is the bedrock that underlies the valuation of many other growth assets, similar to the function sovereign debt plays for corporate bonds. It is also the focus of a huge amount of analysis (much of which is undertaken by CFA Institute members) and regulation.
The Systematic Internaliser (SI) regime could essentially recreate broker-crossing networks, which MiFID II was intended to prevent.
On 28 June 2018, the US Securities & Exchange Commission voted to adopt amendments to its rules and forms to require the use of the Inline eXtensible Business Reporting Language (XBRL) format for the submission of financial statement information of operating companies and mutual funds
A navigation on the jargon of AI plus throwing some cold water on the AI hype machine. Machine learning is a useful and powerful tool, but it is no more than that.
CFA Institute believes the debate over US House of Representatives Bill HR 5054, Small Company Disclosure Simplification Act of 2018, should not focus on the cost increase of an outsourced, or “bolt-on,” service for producing XBRL-formatted reports.
The question of whether the blockchain will end up as nothing or everything continues to be asked with no definitive answer as of yet.
Climate change is an issue that will have an immense impact on our lives and the financial world in the coming years. Engagement between issuers and investors on the issue is increasing as investors begin to plan for investing in a world with a lower carbon footprint.
After some hiccups earlier this decade, talks of permitting the listing of companies with dual-class share (DCS) structures have gained traction in Hong Kong and Singapore, two major financial centers in Asia .
CFA Institute recently conducted a member survey to ascertain the best way forward on the contentious topic of alternative performance measures.
Is shadow banking a way to get SMEs the funding they need? The EU’s policy environment, the conundrum European banks are caught in — these are issues Josina Kamerling discusses in a recent interview.
Will lawsuits delay implementation of DOL’s fiduciary rule to address conflicts of interest in retirement advice? Why is rule still so politically charged? What hard choices face investors, lawmakers?
IAC’s Kurt Schacht: “For too long, the fixed-income market has had a veil … around fees, bid-offer spreads, and [broker/dealer] mark-ups. Retail investors in particular are looking for some sunshine.”
Can the business and financial disclosure requirements of Regulation S-K be improved? Investors have an opportunity to help shape the new rules.
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