Global Ethics Day
The Research and Policy Center Celebrates | Empower ethics as a force for good | Oct 16, 2024 Learn MoreRecently Published
Podcast
Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks
Financial Analysts Journal
Time-Varying Drivers of Stock Prices
Podcast
Dean Hand: Measuring Success in Impact Investing
New Topic Page
Index Investing and Factor Strategies
Thematic Content
Blogs
Enterprising Investor
The Index Industry Association's 2024 asset manager survey reveals a much deeper set of challenges, opportunities, hopes, and concerns. AI was the most-raised issue in the past 12 months among respondents. Notably, asset managers are more keenly focused on macroeconomic issues like interest rates, inflation, and a potential economic slowdown than they are elections and geopolitical events, reports Rick Redding, CFA.
An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey
Enterprising Investor
Institutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one,” recommends Richard Ennis, CFA. To do so, overseers must focus on meeting their earnings objectives, rather than how well they have performed relative to market benchmarks.
Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives
Enterprising Investor
With its large youth sector, thriving startup and fintech ecosystems, and a close relationship with the United States, Mexico represents a significant investment destination for those looking to diversify their portfolios and capitalize on the myriad of opportunities. Sameer S. Somal, CFA, and Christopher J. Martin explore the opportunities.
Investment Opportunities in Mexico
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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
Multimedia
Watch the Debate: New Insights on Stocks for the Long Run
Video Series
The 2024 Conversations with Frank Fabozzi, CFA
Financial Analysts Journal
Choices Matter When Training Machine Learning Models for Return Prediction
Survey Report
Private Markets: Governance Issues Rise to the Fore
Research Report