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When Assets “Disappear,” Climate Risk and ESG Data Needs Remain

Once sold by major public firms, fossil fuel assets don’t disappear. Neither does the need for relevant, reliable risk disclosure.

Actively Managed Funds Are Appropriate Options for 401(k) Plans

Actively managed funds can serve plan participants well.

Fighting Global Warming Through Carbon Markets

CFA Institute Senior Director Matt Orsagh, CFA, CIPM, spoke with CEO and co-portfolio manager of Carbon Cap Management, Michael Azlen, about carbon pricing and emissions trading systems (ETS).

Book Review: Beyond Diversification

The range of tools that Sébastien Page, CFA, sets out in this book can help investors make better decisions.

Does Guru Investing Work?

A new investment style has proliferated over the last decade or so: the copycat investor.

Did Corporate Bond ETFs Kill the “Alpha Stars”?

The race for scale among active managers in response to low-cost ETF competition may be self-defeating.

What’s New in Goodwill

Join Sandy Peters, PJ Patel, and Pranav Ghai on September 23, 2:30 – 3:30PM ET as they discuss What’s New in Goodwill.

Modern Portfolio Theory Revisited in the Age of Environmental, Social, and Governance Investing

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. Matt Orsagh, CFA, CIPM, senior director of capital markets policy at CFA Institute, spoke with former hedge… READ MORE ›

The Impact of Covid-19 on Board Accountability, Flexible Work, Stakeholder Engagement, and Financial Markets

New episodes from podcast series A Guide to EU Financial Politics and Policy Development.

Passive Funds and “Do No Harm” Are Not Synonymous

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.