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GIPS Standards – Enhancing Verification Guidance

The GIPS standards were created and sponsored by CFA Institute in collaboration with the global investment community. They are broadly accepted, voluntary global ethical standards for calculating and presenting investment performance. The standards promote fair representation and full… READ MORE ›

CFA Institute Weighs in: Premature to Choose Method of Incorporating IFRS into U.S. Financial Reporting System

As part of the decade-long convergence debate, the.SEC recently offered a hybrid approach as a possible method of incorporating IFRS into the U.S. financial reporting regime.    
This approach, colloquially referred to as “condorsement” (as… READ MORE ›

Short Selling Bans — or When Political Expediency Trumps Reason

Earlier this month France, Spain, Italy, and Belgium placed temporary bans on short selling of some financial stocks in an effort to stabilize markets. Greece and Turkey had already placed similar short-selling limitations on some financial shares. Last… READ MORE ›

Speakers in the News: Stephen Cecchetti

Stephen G. Cecchetti, head of the monetary and economic Department at the Bank for International Settlements and speaker at the upcoming Fourth Annual CFA Institute European Investment Conference, recently… READ MORE ›

Tackling the Dark Side in Canada …

In recent weeks, Canadian Securities Administrators (CSA) and the Investment Industry Regulatory Organization of Canada (IIROC) published their regulatory approach to dark liquidity (a.k.a. non-displayed orders) in Canadian equity markets. The announcement came off the back of an earlier… READ MORE ›

Take 15: Rogers of Ariel Investments Is Bullish on Equities

John W. Rogers, Jr. discusses his 30 years of investment experience and compares today’s markets with those of the early 1980s.

Speakers on the Web: Andrew Balls

Andrew Balls, managing director at PIMCO’s London office and speaker at the Fourth Annual CFA Institute European Investment Conference in Paris this November, is one of the experts regularly… READ MORE ›

How can China Rebalance from an Export and Investment Driven Economy to a Higher Consumption Share of GDP?

At the Australia Investment Conference in Sydney, Michael Pettis (pictured left), a professor at Peking University and senior associate at the Carnegie Endowment for International Peace, discussed READ MORE ›

Dark Pools in Asia Pacific — Watch This Space

Dark pools have been back in the news in Asia recently. An article by Asian Investor (subscription required) on 17 August noted there is an increasing trading volume of small-cap stocks in Australia, Hong Kong, and Japan… READ MORE ›

Umbrella or Broom? The New Role for International Regulators

A recent paper by Stefano Pagliari, presented at a Temple University workshop in May, uses an analysis of IOSCO’s changing role through the financial crisis as the basis for considering how international financial… READ MORE ›