Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
India’s Broking Scandal and Its Aftermath Has Implications for Market Integrity and Efficiency

A brokerage scandal in India led to an immediate reform which did not go through a consultation process. The resulting rules have had a significant unintended impact on client experience, which has varied across brokerages.

Post–COVID-19 Europe: Three Scenarios

Austerity, mutualization, monetization, or some combination thereof? What path will Europe take?

Six Reasons to Start Your Own Investment Management Firm and Six Factors to Consider before You Do

Starting your own firm will not be easy. So keep these considerations in mind before you make the leap.

Private Equity vs. Venture Capital: Opposite Investment Mindsets

PE and VC performance-enhancing techniques are not just different, they are precise opposites.

Radical Uncertainty in Finance: The Origins of Probability Theory

How did modern society succumb to the illusion that uncertainty can be transformed into calculable risks?

Human–Machine Collaboration and Model-Aware Investing

How can we leverage the fact that machine learning, alternative data, and AI are not only widespread, but increasing in influence?

Short-Termism Revisited

CFA Institute takes a new look at short-termism in the report Short-Termism Revisited: Improvements Made and Challenges in Investing for the Long-Term. The numbers don’t lie.

The complaint that financial markets are too… READ MORE ›

CFA Institute Weighs in on Including Climate Change Analysis in the Investment Process

The CFA Institute report, Climate Change Analysis in the Investment Process, focuses on the physical and transition risks climate change is projected to create; explains to investors carbon markets; and reviews the resources available for investors looking for the best climate change integration tools.