In a wide-ranging conversation, Margaret Franklin shares ‘essential principles’ and her thoughts on private markets, artificial intelligence, responsible governance and more.
A recent survey found that investment professionals agree AI standards are needed before they utilize the technology.
According to the association, the ‘bifurcation between active and passive investment products is outdated.’
Digging up data, boosting productivity, divining client needs—these are among the benefits artificial intelligence can bring, per a BCG report.
CFA Institute-led group seeks to provide verbiage for investors that promotes unifying around common, accurate and consistent definitions for responsible investment practices.
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.
The center will seek to provide new insights into the future of the investment industry.