CFA Institute – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 08 Apr 2024 21:26:46 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png CFA Institute – Investment Executive https://www.investmentexecutive.com 32 32 Rep incorporation proposals prove to be sticky wicket https://www.investmentexecutive.com/news/from-the-regulators/rep-incorporation-proposals-prove-to-be-sticky-wicket/ Mon, 08 Apr 2024 21:26:46 +0000 https://www.investmentexecutive.com/?p=483358 Industry divided on, investor advocates opposed to, reforms

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]]> Investment industry at “inflection point” with new tech, rate environment: report https://www.investmentexecutive.com/news/research-and-markets/investment-industry-at-inflection-point-with-new-tech-rate-environment-report/ Wed, 06 Sep 2023 13:00:02 +0000 https://www.investmentexecutive.com/?p=471074 The CFA Institute outlined trends for the next decade, including product personalization and active management

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]]> CFA adds private wealth specialization to Level III https://www.investmentexecutive.com/news/industry-news/cfa-adds-private-wealth-specialization-to-level-iii/ Mon, 20 Mar 2023 18:11:56 +0000 https://www.investmentexecutive.com/?p=462501 The change is one of five updates to the CFA program aimed at making the charter more practical

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]]> More than 100 organizations sign CFA Institute diversity code https://www.investmentexecutive.com/news/industry-news/more-than-100-organizations-sign-cfa-institute-diversity-code/ Wed, 01 Feb 2023 16:14:45 +0000 https://www.investmentexecutive.com/?p=459579 Asset managers representing US$11.2 trillion in AUM have signed the code

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]]> Lack of correlation in alt funds not always as advertised: paper https://www.investmentexecutive.com/news/products/lack-of-correlation-in-alt-funds-not-always-as-advertised-paper/ Mon, 12 Dec 2022 17:00:13 +0000 https://www.investmentexecutive.com/?p=457405 Some strategies have "fair weather correlations" that spike at exactly the wrong time

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]]> CFA Institute proposes framework for ethical AI https://www.investmentexecutive.com/news/industry-news/cfa-institute-proposes-framework-for-ethical-ai/ Wed, 19 Oct 2022 18:36:39 +0000 https://www.investmentexecutive.com/?p=453863 AI can improve investment management, but it comes with new risks

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]]> New skills crucial for success amid industry change https://www.investmentexecutive.com/news/research-and-markets/new-skills-crucial-for-success-amid-industry-change/ Fri, 08 Jul 2022 17:00:18 +0000 https://www.investmentexecutive.com/?p=447677 Financial pros seek AI, sustainability know-how, a CFA Institute survey finds

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]]> Rating your fund’s greenness: easier said than done https://www.investmentexecutive.com/news/industry-news/rating-your-funds-greenness-easier-said-than-done/ Tue, 14 Jun 2022 15:23:03 +0000 https://www.investmentexecutive.com/?p=446365 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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]]> Trust in financial services at all-time high, study suggests https://www.investmentexecutive.com/news/trust-in-financial-services-at-all-time-high-study-suggests/ Thu, 21 Apr 2022 18:39:12 +0000 https://www.investmentexecutive.com/?p=443083 However, gaps remain between what's important to retail investors and how well advisors are delivering

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]]> CFA Institute announces first 16 signatories to diversity code https://www.investmentexecutive.com/news/industry-news/cfa-institute-announces-first-15-signatories-to-diversity-code/ Tue, 22 Mar 2022 19:06:28 +0000 https://www.investmentexecutive.com/?p=441419 Asset managers representing US$2.5 trillion in AUM are among the inaugural organizations signing the code

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