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Herd and Illusory Superiority Bias: Why Even Seasoned Investors Succumb

How do we check our investment decisions for signs of herd mentality, illusory superiority, or any other bias?

Strategic Asset Allocation or: How I Learned to Stop Worrying and Love the Dispersion

The old adage that allocation determines 90% of performance is rapidly becoming outdated.

June 29, 30: Global Financial Regulatory Symposium

Register now for CFA Institute Global Financial Regulatory Symposium June 29, 30.

Covid-19, One Year Later: Capital Markets Entering Uncharted Waters

Our research reviewed how such a transformational interpretation of the role of central banks and their independence in conducting monetary policy could have unintended consequences for financial markets and the economy. CFA Institute also wanted to draw the attention of policy makers to the socioeconomic aspects of this crisis.

Green Carrots and Sticks: Incentivizing Climate Solutions

If the carrots are tasty and the incentives are right, oil and mining companies will gladly invest in green technologies.

For The EU: Lessons To Be Learned About Digital Filings

Globally, regulations requiring public companies to provide information in an XBRL (eXtensible Business Reporting Language) for­mat have steadily increased. But XBRL implementation has faced some challenges, particularly in the United States.

The quality… READ MORE ›

Down the Rabbit Hole: A Cryptocurrency Primer

Bitcoin and cryptos are not suitable for all investors, but the world of digital assets may be more than a passing fad.

Avoiding Disaster with Catastrophe Bonds?

What role might catastrophe bonds, or cat bonds, play in a diversified portfolio?

The SPAC Boom – Our CFA Institute Advocacy Policy Engagement

Despite unprecedented
economic disruption, the US IPO market hit a record $170 billion in 2020, driven in large part by the unexpected surge in the use
of special purpose acquisition companies
(SPACs) to take private companies public. SPACs,
commonly referred to as blank-check… READ MORE ›

A Framework to Drive ESG Financial Discipline

A focus on intangible value creation can bring more financial discipline to ESG investments.