Views on improving the integrity of global capital markets

Standards Ethics & Regulations (SER)


Saudi Arabia’s Sovereign Wealth Fund Claims GIPS Compliance

Public Investment Fund (PIF), the world’s seventh largest sovereign wealth fund (SWF), has claimed compliance with the CFA Institute Global Investment Performance Standards (GIPS®).

GIPS Standards Verification Services, Part II: Case Analysis

Which of the newly adopted CFA Institute Standards of Professional Conduct were at issue in the Global Ethics Day Ethics in Practice case?

GIPS Standards Verification Services, Part I: Case Facts

Can you recognize which of the newly adopted CFA Institute Standards of Professional Conduct are at issue in the case?

Chinese Shadow Banking: Risks and Rewards

One CFA Institute analyst shares his firsthand introduction to Chinese shadow banking, and why it’s too tempting for many investors to pass up.