In this week’s case, you have to consider whether sharing your investment philosophy in a financial newsletter and encouraging people to follow it, especially if it helps them, is all that bad.
Revised revenue recognition requirements become effective at the beginning of 2018, and early adopters are helping to expose the effect of the changes on amount, timing, and presentation of revenue.
CFA Institute surveyed its members about whether they are considering ESG factors in their investment process and to get a sense for any trends in the evolving ESG landscape.
In response to the US Treasury’s June 2017 report, the Systemic Risk Council warns that some of the proposals could jeopardize the financials system’s resilience.
As CFA Institute celebrates the 30th anniversary of performance standards, there is cause to celebrate that approximately 1,600 firms claim compliance with the Global Investment Performance Standards (GIPS®) and that there are 40+ GIPS Sponsors supporting the GIPS standards…. READ MORE ›
The timeline for when all investors can expect their best interest to be honored just got longer with another delay in the applicability of the DOL’s fiduciary rule.
Revised revenue recognition rules go into effect in 2018, but there is still uncertainty about the effects on companies reporting and investors will have to figure out company-specific implications.
July’s corporate governance news includes a new stewardship code, tracking ESG indexes, a win and a loss for dual-class shares, disclosing executive pay, and possible changes to a listing regime.
Regional representatives learn more about GIPS 2020 and use design thinking to create action plans for promoting the GIPS standards.
The future of the investment industry is important for the functioning of the global economy, but there are changes happening in the world that will impact the industry and it needs to prepare.
Countries in the Asia-Pacific region are taking steps to encourage ethical practices at asset manager firms in their capital markets by promoting or adopting the CFA Institute Asset Manager Code.
High-frequency trading (HFT) was front-page news not too long ago, but fintech has taken that spot. But could the road ahead for fintech end up looking the same as its been for HFT?
Alternative data is already being used by investment managers, but one of the bigger questions is whether it is worth the cost — not only the upfront costs, but also the opportunity cost.
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