Displaying 37 results
Despite tripling assets, responsible investing funds haven’t outpaced market
An analysis shows retail investors drove global growth over the past 10 years, while the bias for negative screening and active strategies continued.
How do you value crypto assets? CFA Institute now has a guide
New resource aims to equip investment professionals with most relevant models.
ESG groups unite on words amid fight against sustainable investing
A new list of definitions may help clear up confusion around ESG.
SEC to investment funds: Quit playing name games
For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.
US retirement income system is only slightly above average, report reveals
The Mercer CFA Institute Global Pension Index compares 47 global systems and looks at how AI may change the landscape.
Where is the investment industry headed and how can professionals prepare?
CFA Institute muses industry future as it launches new research center.
How the end of affirmative action could hurt financial advice
Diversity among financial advisors is currently lacking, and the Supreme Court's ruling is unlikely to help.
Pledges alone don’t catalyze diversity
It’s accountability and measurement that drive lasting change.
Examining gamification’s power and influence in the markets
A recent survey by CFA Institute found 20% of retail investors say their primary reason for using trading accounts is entertainment or speculation.
Q&A: CFA Institute’s Chris Fidler on different types of greenwashing
The senior director would like advisers to embrace conversations about ESG with clients and 'do a little less judging and maligning of people who are taking different approaches.'
Latest crop of diversity programs hope to create wider, more welcoming points of entry
Goals include dismantling barriers and creating new ways to reach and invite women and minorities.
SEC’s ESG integration proposals divide industry
US SIF Forum hears naming restrictions and disclosures for ESG dabblers are up for debate.
Get schooled in the ABCs of ESG
The resources available to advisers who have an interest in the subject have grown, including certificate programs from the CFA Institute and the National Association of Plan Advisors.
CFA Institute unveils DEI code for investment firms
Only a small proportion of the financial services industry includes women and minorities, something the organization would like to change.
Finra targets SPACs in latest exam sweep
Proponents say special purpose acquisition companies help ordinary investors participate in private equity markets. Regulators are concerned about conflicts and fees in the complicated public offerings.
CFA Institute offers certificate in ESG investing
The certificate focuses on analyzing ESG factors and integrating them into portfolios. It also provides ESG fluency for people working in functions such as sales and distribution, wealth management, product development, financial advice, consulting and risk.
Another election, another change in investment advice regulation
Fiduciary duty? Best interest? They’re ultimately political decisions
Investors put more stock in investment professionals wearing ‘adviser’ label
New study shows 'adviser' is ranked closer to 'doctor' and 'lawyer,' while 'stockbroker' is grouped with 'car salesperson.'
Reg BI limits brokers’ use of title ‘adviser’ or ‘advisor’
If brokers are not dually registered as advisers but use the term, they could run into trouble under new rule.
CFA Institute adding crypto, blockchain to curriculum
Subjects will be added to its Level I and II coursework for the first time next year.
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