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 are back! Should portfolio managers change their game plans because of them?
Quarterly reporting should remain quarterly.
Consensus expectations are a logical starting point for putting any financial news into its proper context.
Riccardo Rebonato combines theory with current empirical evidence to build a robust understanding of what drives the government bond market.
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.
What do top investment teams have in common? What makes some succeed while others fall short?
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.
The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.
Could the investment profession's future be in India?