Views on improving the integrity of global capital markets
Standards of Practice
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?
CFA Institute Study: Disclosing Fees, Conflicts Vital to Adviser-Client Relationship
Longstanding business practices are under scrutiny, stoked by debates in the US over fiduciary duty and by the availability of low-cost automated financial advice globally. These issues are poised to change the investment industry as we know it.