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Ethics in Practice: Investment Adviser Affiliations. Case and Analysis–Week of 5 August

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Edward Altman: Where Are We in the Credit Cycle?*

Has the bubble in credit markets achieved new momentum? Edward Altman weighs in.

A Sheep in Wolf’s Clothing: Susan Cain on the Power of Introversion

Susan Cain, author of Quiet, speaks with Mike Wallberg, CFA, about the Quiet Revolution and leveraging the value of introverts.

Ethics in Practice: Climate Protests. Case and Analysis–Week of 29 July

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

EMIR: Regulating Systemically Important Central Counterparties

To improve the transparency and stability of the financial system in the aftermath of the global financial crisis, EMIR has imposed three new regulatory requirements.

Ethics in Practice: Municipal Bond Underwriting. Case and Analysis–Week of 22 July

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Embracing the Inevitable: ESG Disclosures

When it comes to ESG reporting, survey respondents and roundtable participants say that they incorporate governance factors into their investment analysis to a greater extent than they incorporate environmental and social factors.

Negative Interest Rates: Carry an Umbrella at All Times

Negative interest rates are back! Should portfolio managers change their game plans because of them?