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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?

How to Read Financial News Redux: Understanding Consensus

Consensus expectations are a logical starting point for putting any financial news into its proper context.

Book Review: Bond Pricing and Yield Curve Modeling

Riccardo Rebonato combines theory with current empirical evidence to build a robust understanding of what drives the government bond market.

Ethics in Practice: Custody Expenses. Case and Analysis–Week of 15 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.

Top-Performing Investment Teams: 10 Ingredients to Their Secret Sauce

What do top investment teams have in common? What makes some succeed while others fall short?

Ethics in Practice: Mutual Fund Trades. Case and Analysis–Week of 8 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.

Defining an Ideal Culture: A Values-Based Framework

The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.

India: “The World’s Future Investment Hub”?

Could the investment profession's future be in India?