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Comment Letter to the IASB on Business Combinations

Financial Analysts Journal

Transaction Costs and Capacity of Systematic Corporate Bond Strategies

Comment Letter to FAF on the Review of the Private Company Council

Feifei Li: AI in Investment Research

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

Book Review: Shocks, Crises, and False Alarms

19 Jul 2024 Carlsson-Szlezak and Swartz add fresh thinking on framing macro shocks that may often prove to be false alarms. Any general reader will obtain fresh insights with this work. CFA charter holders in particular will be offered an alternative to the conventional Wall Street approach to macro discussions, writes reviewer Mark Rzepczynski.

Enterprising Investor

Preserving the Dollar: The Role of CBDCs in Securing Economic Stability for Future Generations

16 Jul 2024 As financial systems evolve, preserving the US dollar's dominance will require skillful policy management and the integration of cutting-edge technologies, writes Adam Sandback, CFA, FRM, CPA, CMA.

Enterprising Investor

Can Equal Weight Solve Our Concentration Crisis? Not So Fast…

15 Jul 2024 Mega-cap concentration has exploded since 2015. The corollary to an increasingly top-heavy benchmark is that market diversification and breadth have never been more limited. A multifactor methodology can be a restorative balance to US equities when more traditional measures fall short, recommends Ryan Giannotto, CFA.

Research Foundation

Handbook of Artificial Intelligence and Big Data Applications in Investments

Financial Analysts Journal

Estimating Long-Term Expected Returns

Financial Analysts Journal

Fundamental Analysis via Machine Learning

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

The 2024 Conversations with Frank Fabozzi, CFA

Research Foundation

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Private Markets: Governance Issues Rise to the Fore

Research Report

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