Federal Reserve Building

Monetary Policy: Current Events and Expert Analysis

Explore the latest insights on our curated monetary policy page Learn More

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Financial Analysts Journal

Choices Matter When Training Machine Learning Models for Return Prediction

Financial Analysts Journal

The Importance of Joining Lifecycle Models with Mean-Variance Optimization

Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities

Conversations with Frank Fabozzi featuring Manish Chakrabarti, Arpit Narain, and Anil Sood

Capital Markets

Research Foundation

An Introduction to Alternative Credit

In this book, practitioners introduce the key features of the alternative credit asset class. They spotlight leading transactions to evaluate those features and their implications for investors. They also discuss the market’s anticipated continued growth and potential evolution.

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

Navigating Transition Finance: An Action List

In this report, we explore actions investors, asset managers, corporations, and policymakers may consider to improve the disclosure of transition plans, provide clarity on transition activities, and mitigate risks associated with transition finance.

Enterprising Investor

Market Efficiency vs. Behavioral Finance: Which Strategy Delivers Better Returns?

30 Aug 2024 Team Efficient Markets vs. Team Behavioral Finance. It's the academic equivalent of Lakers vs. Celtics. Scott Lanigan, CFA, makes his Enterprising Investor debut with a post that highlights the competing philosophies championed by Eugene Fama and Richard Thaler.

Enterprising Investor

How Private Capital Markets Are Disrupting Traditional Finance and Economic Indicators

29 Aug 2024 Banks and other traditional capital providers are no longer the primary source of capital for the economy. This shift has increased the diversity of capital providers but also has fragmented the capital markets, Joshua Myers, CFA, demonstrates.

Enterprising Investor

Central Banks and the Green Economy: A Path to Sustainable Growth

28 Aug 2024 The Fed and other leading central banks are progressively aligning with climate change by incorporating climate risks into their economic policies and assessments. Adam Sandback, CFA, FRM, CPA, CMA, argues that this marks an evolution toward a greener form of capitalism in the global capital markets. His post touches on European Central Bank policies, the role of Global Systemically Important Banks, and the impact of different economic theories.

Research Foundation

Handbook of Artificial Intelligence and Big Data Applications in Investments

Research Report

Net Zero in the Balance

Research Foundation

Investment Model Validation: A Guide for Practitioners

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

The 2024 Conversations with Frank Fabozzi, CFA

Financial Analysts Journal

Fundamental Analysis via Machine Learning

Private Markets: Governance Issues Rise to the Fore

Research Report

Gen Z and Investing: Social Media, Crypto, FOMO, and Family