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

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

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

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 ›

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

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

The environmental, social, and governance (ESG) fund industry reached a crossroads on 26 August 2021.

If you ran your IPS through a stress test, would it be strong enough to withstand the pressure?

The closure of the six Franklin Templeton (FT) schemes last year is, at its core, a failure of risk management, as amply illustrated in the Securities and Exchange Board of India’s (SEBI) recent order. But were these deficiencies specific to one firm, or can we take broader lessons for the Indian fund industry?

How have equal- and market-cap weighted US equity portfolios performed relative to one another during downturns?