Due diligence, private debt valuation are among areas covered
Industry divided on, investor advocates opposed to, reforms
The CFA Institute outlined trends for the next decade, including product personalization and active management
The change is one of five updates to the CFA program aimed at making the charter more practical
Asset managers representing US$11.2 trillion in AUM have signed the code
Some strategies have "fair weather correlations" that spike at exactly the wrong time
AI can improve investment management, but it comes with new risks
Financial pros seek AI, sustainability know-how, a CFA Institute survey finds
It's not easy to get agreement on what is green and what is not green, said a Responsible Investment Association conference speaker
However, gaps remain between what's important to retail investors and how well advisors are delivering