Net Zero Content Hero

Investment Innovations Toward Achieving Net Zero

Featuring Net-Zero Voices of Influence Learn More

Browse All Content

Clare Flynn Levy: Measuring Decision-Making Skill in Investing

Research Report

Tools Used by System-Level Investors in Their Net-Zero Initiatives

Research Report

Aligning Investments with the Paris Agreement: Frameworks for a Net-Zero Pathway

The Dollar's Exorbitant Privilege

Capital Markets

Research Report

Mercer CFA Institute Global Pension Index 2024

The rise of defined contribution (DC) pensions is shifting greater financial responsibility to individuals. This report rates global pension systems, recommending reforms to improve outcomes and participant trust in an era of aging populations.

Technology

Research Report

Unstructured Data and AI: Fine-Tuning LLMs to Enhance the Investment Process

Access to powerful LLMs like ChatGPT is reshaping roles in the investment profession. This report discusses how to ethically build investment models in the open-source community. It defines alternative data and presents an ESG investing case study.

Industry Future

Research Report

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

Research Report

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.

Enterprising Investor

Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans

1 Nov 2024 The secret sauce of Canadian pension plan returns lies in their ability to attract top talent, carefully design compensation frameworks, and adapt to market conditions. Drawing on Southlea’s 2024 Asset Management Survey, Amanda Voegeli, CFA, details how Canada’s largest pension funds have adapted their incentive frameworks to remain competitive in volatile markets.

Enterprising Investor

The Hidden Environmental Costs of Tech Giants’ AI Investments

31 Oct 2024 Big tech is spending big on AI technologies. Training and operating them has raised concerns about environmental impact. What disclosures should investors demand? Joo Hee Lee, PhD, CFA, provides a primer for sustainable investors to understand the factors they should take into account when considering investing in technology companies.

Enterprising Investor

From Tweets to Trades: The Risks of Social Media in Investing

29 Oct 2024 Are you able to step outside the confines of social media echo chambers to make informed investment decisions? Austin Barbosa, CFA, explores the mechanisms through which confirmation bias and echo chambers influence investor behavior on social media platforms like X and Reddit and proposes mitigation strategies.

Research Foundation

Handbook of Artificial Intelligence and Big Data Applications in Investments

Research Report

Net Zero in the Balance

Research Foundation

Beyond Active and Passive Investing: The Customization of Finance

Watch the Debate: New Insights on Stocks for the Long Run

The 2024 Conversations with Frank Fabozzi, CFA

Financial Analysts Journal

Choices Matter When Training Machine Learning Models for Return Prediction

Private Markets: Governance Issues Rise to the Fore

Research Report

Climate Data in the Investment Process: Challenges, Resources, and Considerations