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Company: CFA Institute

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Industry divided on, investor advocates opposed to, reforms

Advisor tracking stocks

The CFA Institute outlined trends for the next decade, including product personalization and active management

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The change is one of five updates to the CFA program aimed at making the charter more practical

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Asset managers representing US$11.2 trillion in AUM have signed the code

  • By: IE Staff
  • February 1, 2023 February 1, 2023
  • 11:14
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Some strategies have "fair weather correlations" that spike at exactly the wrong time

AI technology

AI can improve investment management, but it comes with new risks

  • By: IE Staff
  • October 19, 2022 October 19, 2022
  • 14:36
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Financial pros seek AI, sustainability know-how, a CFA Institute survey finds

  • By: IE Staff
  • July 8, 2022 July 8, 2022
  • 13:00
Responsible Investment Association panel.

It's not easy to get agreement on what is green and what is not green, said a Responsible Investment Association conference speaker

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However, gaps remain between what's important to retail investors and how well advisors are delivering

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Asset managers representing US$2.5 trillion in AUM are among the inaugural organizations signing the code

  • By: IE Staff
  • March 22, 2022 March 25, 2022
  • 15:06