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Capital Markets

CFA Institute Global Survey on Central Bank Digital Currencies

This report gauges demand for central bank digital currencies by examining the attitudes of a significant segment of potential CBDC end-users. It is based on a CFA institute global membership survey.

Technology

Research Foundation

Handbook of Artificial Intelligence and Big Data Applications in Investments

Artificial intelligence (AI) and big data have their thumbprints all over the modern asset management firm. Like detectives investigating a crime, the practitioner contributors to this book put the latest data science techniques under the microscope.

Industry Future

Research Report

Future State of the Investment Industry

This report frames the most significant developments that will affect the investment industry in the next 5–10 years. It provides a road map for investment professionals to navigate the changes and improve client outcomes.

Sustainability

Research Report

An Exploration of Greenwashing Risks in Investment Fund Disclosures: An Investor Perspective

This paper analyzes investment funds’ disclosures related to environmental, social, and governance (ESG) information through the lens of investors to understand the nature of disclosure issues that could give rise to a perception of greenwashing.

Market Integrity Insights

From Likes to Investments: Our Response to the FCA Consultation on Financial Promotions via Social Media

15 Sep 2023 Social media is borderless. Regulation is not. That’s why global cooperation among regulators is necessary to deliver the best possible outcomes for consumers.

Market Integrity Insights

FASB Exposure Draft on Disaggregation of Income Statement Expense: A Glass Half Empty

15 Sep 2023 While the FASB's proposed partial disaggregation would be helpful to investors, we are discouraged by its limited scope after waiting so many years.

Enterprising Investor

The Benefits of Using Economically Meaningful Factors in Financial Data Science

11 Sep 2023 As machine learning (ML) and data science become ever more integrated into finance, which factors should we select for our ML-driven investment models and how should we select them?

Financial Analysts Journal

Applying Economics—Not Gut Feel—to ESG

Report on the Use and Digitalisation of Issuer Data: CFA Society France Member Survey

ChatGPT and Implications for Investments

Financial Analysts Journal

Private Shareholder Engagements on Material ESG Issues

Career Insights: Impact of Blockchain in Finance Beyond Crypto

Financial Analysts Journal

Harry Markowitz in Memoriam

Research Report

Integrating Natural Capital and Biodiversity in the Investment Process

Storytelling: Our Future Depends on the Stories We Tell