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New Resources Available to Help with Understanding and Applying the GIPS® Standards

Complying with the GIPS® standards is a significant undertaking with many nuances. Firms and consultants alike often have questions, and the GIPS team works hard to provide resources to help.

Weekend Reads: When in Rome . . .

Feeling somewhat wistful this week, Lauren Foster found herself drawn — yet again — to the opening sentences of a beautiful Pico Iyer essay. Iyer's words are a reminder of why it's important not to lose one's sense of adventure.

Role of External Factors in Ethical Behavior: Commitment and Transparency

Organizations that treat their employees with respect as well as give them space to observe their own and other’s behavior foster an environment of ethical behavior and decision making.

Book Review: Household Finance

Household finance was once the investment and planning wallflower, but this is no longer the case. Stacked vertically, these three tomes, numbering about 1,000 pages each, could well serve as a footstool. And just as a footstool provides access to something otherwise out of reach, this extensive collection affords readers access to a rich chronology of developments in this field hitherto dispersed in academic journals.

Machine Learning, Artificial Intelligence, and Robo-Advisers: The Future of Finance?

Advances in technology are gaining visibility in the world of investment management, but how it will be regulated remains an issue, especially when it comes to protecting investors.

Finding Faith in Value after All These Years

The appearance of a new valuation paradigm awakens childhood fears in Will Ortel, who parses them with the help of the Annual Ben Graham Value Investing Conference IV.

Emerging Market Equities: Unloved and Under-Owned

“Emerging market equities [have] a history of headlines — mostly negative — and volatility,” said Devan Kaloo, head of global emerging markets equities at Aberdeen Asset Management. Yet there is reason for optimism, especially for those value investors who dive deeply into the fundamentals, which may be turning positive, Kaloo told attendees at the 70th CFA Institute Annual Conference.

Investing in Family-Controlled Businesses: Benefits and Risks

Is the potential value of family-controlled businesses overlooked by investors or are these firms better off ignored? A panel at the Ben Graham Value Conference IV, hosted by CFA Society New York, discussed these firms and why they might be worth investing in. Robert Del Mauro explores key takeaways.

The Role of State-Owned Enterprises in Environmental, Social, and Governance Issues

There is a cost to society for firms to produce their finished goods, such as environmental damage, and firms pay only pay if they are taxed. Is there alternative?

Alpha and Gender Diversity 2017: Registration Open

This conference offers a range of topics relevant to investment professionals, their clients, their employers, and the broader finance industry.