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18 September 2024

Beyond Active and Passive Investing: the future of customization in finance

A new report on how personalization and technological advancements are reshaping investment strategies, by the CFA Institute Research Foundation

18 September 2024

The critical role of Data Governance in navigating AI risks in finance

As AI transforms financial services, robust data governance frameworks are crucial to managing risks and ensuring ethical practices.

18 September 2024

The AI skills gap in Investment Management: a critical threat or a unique opportunity?

As AI reshapes the investment landscape, firms face a widening skills gap. Those who adapt will thrive, while others risk being left behind.

18 September 2024

Building a better ESG Fund Classification System: redefining standards for sustainable investments

A comprehensive framework by the CFA Institute, proposing to refine ESG fund classification through clear, observable criteria to improve risk-adjusted returns, address systemic issues, and achieve specific sustainability outcomes.

18 September 2024

The evolution of index-based investment strategies: exploring smart beta and direct indexing

A Framework for active management in the world of Index Investing by the CFA Institute Research & Policy Center

16 September 2024

The "Climate Change Net Zero" Guidebook

The role of finance in achieving climate change Net Zero goals - A guidebook on how financial institutions can lead the way