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Lori Heinel, CFA Speaks with Frank Fabozzi, CFA | 23 January 12:00 PM ET Register HereRecently Published
Global Trends and Developments in Carbon Pricing
By Bei Cui, Nga Pham, CFA, Ummul Ruthbah, Trinh Le, Jan Ahrens, and Roger Cohen
Integrating Forward-Looking Climate Metrics in Corporate Fixed-Income Index Portfolios
By Kushal Shah, Alexis Royer, CFA, and Rupert Cadbury
Creating Value from Big Data in the Investment Management Process: A Workflow Analysis
By Cheryll-Ann Wilson, CFA
Safe Equities: An Alternative Allocation to Bonds
By Stephen Penman, and Julie Zhu
Thematic Content
Capital Markets
Mercer CFA Institute Global Pension Index 2024
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Technology
The Automation Ahead - A New Content Series
This series breaks down the reality of GenAI’s current state, guiding you through the innovations, possibilities, and risks of this new wave of automation.
Industry Future
The Finfluencer Appeal: Investing in the Age of Social Media
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Sustainability
How to Build a Better ESG Fund Classification System
"ESG funds" refers to investments that consider environmental, social, and governance factors. Despite attempts to define them, the term remains unclear. This report suggests classifying ESG funds by their focus on risk-adjusted returns, managing systemic ESG issues, and achieving specific environmental and social goals, aiming to refine their classification.
Blogs
A Guide for Investment Analysts: The Prehistory of the US Markets
This historical narrative uncovers lessons crucial for modern analysts navigating an ever-changing landscape. Edward McQuarrie wraps up his three-part series with a description of early market behaviors, from the rise of railroads to the impact of the Panic of 1837, shedding light on the risks and opportunities that shaped the foundation of today’s financial systems.
Balancing Innovation and Trust: Jason Hsu on Technology and the Future of the Investment Industry
Our Conversations with Frank Fabozzi, CFA, series explores critical issues shaping the industry's future with leading experts in finance and economics.
In this post, Fabozzi summarizes his recent discussion with Jason Hsu, founder of Rayliant Global Advisors, who emphasizes the critical balance between innovation and trust. From integrating AI into portfolio strategies to expanding ESG frameworks, the future of asset management lies in rigorous, data-driven approaches and long-term thinking, Hsu tells Fabozzi.
Using ChatGPT to Generate NLP-Driven Investment Strategies
How can financial analysts use ChatGPT to generate investment strategies? A team from AI for Alpha outline a two-step sentiment extraction process to analyze Bloomberg Market Wrap news. They detail how they convert sentiment into actionable allocations and demonstrate outperformance against a passive investment strategy.
More
The Dollar's Exorbitant Privilege
Influence and Predictive Value of Seeking Alpha Articles
Beyond Active and Passive Investing: The Customization of Finance
Watch the Debate: New Insights on Stocks for the Long Run
Conversations with Frank Fabozzi, CFA
Choices Matter When Training Machine Learning Models for Return Prediction
Private Markets: Governance Issues Rise to the Fore
