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Company: CFA Institute

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School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

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
Human and technology concept. Human resources. Communication network.

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

suspicious client

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
responsible investments fossil fuels oil and gas energy sector

Industry group issues final ESG disclosure standards for investment products

Investment pros came up short when students ranked various careers on social and environmental contribution

  • By: IE Staff
  • October 20, 2021 October 20, 2021
  • 15:01