Tag: CFA Institute
Investors Should Understand ‘How the System Works for You,’ per CFA Institute Head Franklin
In a wide-ranging conversation, Margaret Franklin shares ‘essential principles’ and her thoughts on private markets, artificial intelligence, responsible governance and more.
Investment Firms’ AI Adoption Hindered by Lack of Standards, CFA Institute Finds
A recent survey found that investment professionals agree AI standards are needed before they utilize the technology.
CFA Institute Appoints 4 New Members of Board of Governors
How AI Can Help Asset Managers Do Their Jobs
Digging up data, boosting productivity, divining client needs—these are among the benefits artificial intelligence can bring, per a BCG report.
Marketing-Rule Compliance Survey Closes April 1
New Definitions Proposed for Responsible Investing
CFA Institute-led group seeks to provide verbiage for investors that promotes unifying around common, accurate and consistent definitions for responsible investment practices.
CFA Institute Produces Plan to Gauge OCIO Performance
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.
Netherlands Ranks 1st Among 47 Global Pension Systems
CFA Institute Systemic Risk Council Adds 3 New Members
CFA Institute Launches Research and Policy Center
The center will seek to provide new insights into the future of the investment industry.
How to Measure OCIO Performance
A CIO panel explored different ways for allocators to assess their outsourced investment chiefs.
CFA Institute Relaunches Foundations Program
Certificate program is designed for non-investment professionals to gain understanding of the global investment industry.
NTAM Names BlackRock Exec as New President
More Than 100 Investment Organizations Sign CFA’s Diversity Code
Top-flight entities, from CalPERS to Cambridge Associates, pledge to boost DEI and track their progress.