https://rpc.cfainstitute.org/ Latest publications from CFA Institute Research and Policy Center en CFA Insitute Research and Policy Center. All Rights Reserved https://rpc.cfainstitute.org/research/multimedia/2026/conversations-with-frank-fabozzi-featuring-mark-anson In this episode of Conversations with Frank Fabozzi, CFA, Mark Anson, CFA, they discuss how institutional investors are positioning portfolios in a less-synchronized global economy. The conversation examines the potential decline of global equity correlations, the structural rise of private credit, and the role of the equity risk premium as a valuation discipline across market cycles. Drawing on decades of experience managing endowment and foundation assets, Anson outlines practical considerations for diversification, liquidity, and long-term risk management. Wed, 29 Apr 2026 12:00:00 Z Frank Fabozzi RPC; Mark Anson Generic Content 1.00 <![CDATA[<div class="tex2jax_process"><p><span>In this upcoming episode of</span> <span>Conversations with Frank Fabozzi, CFA,</span> <span>Mark Anson,</span> <span>CFA, they discuss how institutional investors are positioning portfolios in a less-synchronized global economy.&nbsp;</span></p> <p><span><strong>Key Talking Points:&nbsp;</strong></span></p> <ul> <li data-list-item-id="ece36ff866a3de45b0cc410143422c79d"><span>Private credit’s evolution from shadow banking to mainstream allocation</span></li> <li data-list-item-id="e174f73b64df634227eef47398a7e2859"><span>Geographic diversification in a less-synchronized global economy</span></li> <li data-list-item-id="e4f26fa4d2df0711ff1456a4f1f07c6ab"><span>Applying the equity risk premium as a valuation discipline</span></li> <li data-list-item-id="e0f74dec54748f863ffa3218d50dc5edf"><span>Allocating to artificial intelligence across platforms, data centers, and power</span></li> </ul> <p>&nbsp;</p> </div>]]> 125856 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/emotional-yields-collectibles Thu, 16 Apr 2026 12:00:00 Z Elroy Dimson; Kuntara Pukthuanthong; Blair Vorsatz Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>This study introduces a machine learning approach to estimate emotional yields of collectibles. Using 110 years of data, it shows most collectibles earn positive emotional returns (~2.5% annually), which lower their equilibrium financial returns.</p> </div>]]> Financial Analysts Journal 147761 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/liquidity-product-feature-not-reality Thu, 16 Apr 2026 12:00:00 Z Nirasha Senanayake Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147671 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/ai-hype-meets-gatekeepers Wed, 15 Apr 2026 12:00:00 Z Dan Philps; Ram Gopal Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147746 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-fundamental-growth Mon, 13 Apr 2026 12:00:00 Z CFA Institute - Ogilvy Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>We are taught that cheap is value and expensive is growth. Wrong! What if we select stocks based on their actual growth rates, and weight them on the dollar magnitude of that growth? This reimagining of growth investing dominates standard offerings.</span></p> </div>]]> 147736 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/how-capital-flows-reshaping-markets Mon, 13 Apr 2026 12:00:00 Z Valery Bonakhau Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147706 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/reassessment-hedge-fund-returns Fri, 10 Apr 2026 12:00:00 Z Christos Antoniadis; Spyros Skouras Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>Daily hedge fund return data uncovers more factors, lower alpha, and greater time-varying exposures than monthly data suggests — revealing that investors gain far better insights and improved portfolio decisions with higher-frequency information.</p> </div>]]> Financial Analysts Journal 147721 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/fallacy-concentration Fri, 10 Apr 2026 12:00:00 Z Mark Kritzman; David Turkington Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>The US stock market is more concentrated than it has been in decades, largely due to large technology firms. However, historical evidence, empirical analysis, and theory show that higher concentration does not increase risk or justify portfolio rebalancing.</p> </div>]]> Financial Analysts Journal 147711 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/top-10-most-read-q1-enterprising-investor-blogs Fri, 10 Apr 2026 12:00:00 Z Cathy Scott Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147666 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/book-review-financial-data-science Thu, 09 Apr 2026 12:00:00 Z Mark Rzepczynski Generic Content 0.25 <![CDATA[]]> 147681 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/vix-policy-uncertainty-risk-signal Mon, 06 Apr 2026 12:00:00 Z Andrew James Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147656 https://rpc.cfainstitute.org/research/foundation/2026/infrastructure-debt-alternative-credit-finance-future The brief is an overview of the different types of infrastructure debt. It outlines how energy, digital, and transportation debt financing has grown increasingly diverse and complex. Mon, 06 Apr 2026 12:00:00 Z Simon Beckman; Philip Clements; Matthieu Le Bret; Alfonso Ricciardelli Generic Content 1.25 <![CDATA[<div class="tex2jax_process"><p><span>Infrastructure debt has become a global asset class supporting the energy transition, digitalization, and essential services, offering long-term, resilient cash flows while evolving in structure, risk, and financing across project stages.</span></p> </div>]]> Research Foundation Briefs 147641 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-esg-ratings-esg-news-sentiment Fri, 03 Apr 2026 12:00:00 Z CFA Institute - Ogilvy Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>CDS spreads rise sharply after ESG downgrades — most notably within the social pillar and among financially constrained firms — while upgrades show little effect. Positive ESG sentiment and transparency can mitigate these adverse credit impacts.</span></p> </div>]]> 147661 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/payrolls-may-mislead Thu, 02 Apr 2026 12:00:00 Z Collin Brown Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147631 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/navigating-retail-risk Wed, 01 Apr 2026 12:00:00 Z Monica Cheung; Willis Chan Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147611 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/shape-portfolio-losses-derivatives Tue, 31 Mar 2026 12:00:00 Z Bruno Luiz Buriozzi Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147556 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/why-alternatives-command-high-fees Mon, 30 Mar 2026 12:00:00 Z Derek Horstmeyer; Shriganesh Sivakumar ; Samuel Cook Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147541 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/private-credit-verification-problem Thu, 26 Mar 2026 12:00:00 Z Saad Muhayyodin Maan Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147601 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/aligning-listed-issuers-sustainability-disclosures Wed, 25 Mar 2026 12:00:00 Z Sandra Peters; Nick Bartlett; Amit Bisaria Generic Content <![CDATA[<div class="tex2jax_process"><p>CFA Institute and CFA UK’s consultation response to the United Kingdom Financial Conduct Authority’s Consultation Paper CP26/5: Aligning Listed Issuers’ Sustainability Disclosures with International Standards.</p> </div>]]> FCA 147591 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/hidden-money-narratives-driving-client-behavior Tue, 24 Mar 2026 12:00:00 Z Kelly Willis Green Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147571 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/when-ai-trades-who-is-responsible Mon, 23 Mar 2026 12:00:00 Z Jayant Gandhi Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147516 https://rpc.cfainstitute.org/research/reports/2026/next-gen-investors Mon, 23 Mar 2026 12:00:00 Z Ryan Munson; Genevieve Hayman Generic Content 1.25 <![CDATA[<div class="tex2jax_process"><p><span>This report explores how Gen Z and millennial investors are reshaping financial advice, including shifts in behavior, product demand, and how wealth managers can adapt.</span></p> <h2><span>At a Glance</span></h2> <ul> <li data-list-item-id="ee40d09e0693682828c752b2e3546476b"><span>Young investors favor hybrid advice combining technology and human insight.</span></li> <li data-list-item-id="ea9ff8a8ebfd1313c433c6257fd7576eb"><span>Demand is rising for alternative, personalized, and values-aligned investments.</span></li> <li data-list-item-id="e51af1176636bb74add9d87f0c1c90b5d"><span>Clients expect frequent, technology-enabled digital communication.</span></li> <li data-list-item-id="e64891cac1f6998114198a18d0047025e"><span>Advisers add value by expanding product offerings and through AI-supported advice.</span></li> </ul> </div>]]> 125781 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/music-has-stopped-private-markets Wed, 18 Mar 2026 12:00:00 Z Mark Higgins Generic Content 0.25 <![CDATA[]]> Enterprising Investor 147521 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/when-analytical-tools-scale-first-order-information-differentiates Tue, 17 Mar 2026 12:00:00 Z Yoshimasa Satoh; Yui Aiyama Generic Content 0.25 <![CDATA[]]> 147501 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/how-asset-allocation-is-changing-in-core-401k-menus Mon, 16 Mar 2026 12:00:00 Z David Blanchett; Spencer Look Generic Content 0.25 <![CDATA[]]> 147491 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/fundamental-growth Fri, 13 Mar 2026 12:00:00 Z Robert Arnott; Christopher Brightman; Campbell Harvey; Que Nguyen; Omid Shakernia Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p><span>We are taught that cheap is value and expensive is growth. Wrong! What if we select stocks based on their actual growth rates, and weight them on the dollar magnitude of that growth? This reimagining of growth investing dominates standard offerings.</span></p> </div>]]> Financial Analysts Journal 125876 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/eu-consultation-venture-growth-capital-funds-reform Fri, 13 Mar 2026 12:00:00 Z Olivier Fines; Alexander Lehmann Generic Content <![CDATA[<div class="tex2jax_process"><p><span>CFA Institute, with input from European CFA societies, assesses the potential for mobilizing institutional investors in innovation finance. High risk early-stage venture capital and late-stage VC should be more clearly distinguished. Investment funds outside the EU could play a larger role.</span></p> </div>]]> European Commission 125866 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/backtests-causality-and-model-risk-in-quantitative-investing Thu, 12 Mar 2026 12:00:00 Z Igor Oliveira Generic Content 0.25 <![CDATA[]]> 147506 https://rpc.cfainstitute.org/research/reports/2026/unlocking-agms-asia-pacific Thu, 12 Mar 2026 12:00:00 Z Mary Leung-new; Pankaj Sharma; Urav Soni; Phoebe Chan Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p><span>A look at how AGMs in Asia-Pacific can be unlocked, becoming better platforms for engagement that drive value creation, protect investors, and strengthen governance.</span></p> </div>]]> 125851 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/investment-behavior-is-a-design-problem-not-an-information-problem Wed, 11 Mar 2026 12:00:00 Z Odiri Oginni Generic Content 0.25 <![CDATA[]]> 147496 https://rpc.cfainstitute.org/research/multimedia/2026/conversations-with-frank-fabozzi-featuring-iro-tasitsiomi In this conversation with Frank Fabozzi, CFA, Tasitsiomi explains that sophisticated models add value only when paired with well-defined problems and high-quality data. Echoing Einstein, she argues that models should be made as simple as possible, but not simpler. She also shares when advanced machine learning techniques are most effective, particularly for capturing nonlinear relationships, working with unstructured data, or enabling unsupervised discovery. Wed, 11 Mar 2026 12:00:00 Z Frank Fabozzi RPC; Iro Tasitsiomi Generic Content 1.00 <![CDATA[<div class="tex2jax_process"><p><span>As artificial intelligence becomes increasingly embedded in investment workflows, distinguishing meaningful insights from unnecessary complexity has become an important challenge for investment leaders.</span></p> </div>]]> 125661 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-performance-small-business-investment-companies Tue, 10 Mar 2026 12:00:00 Z CFA Institute Research and Policy Center Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>A large-sample analysis shows SBIC funds outperform non-SBIC peers across IRR, MOIC, and PME. Performance is strongest for funds using moderate SBA leverage and larger fund sizes, with equity strategies showing greater variability than debt funds.</span></p> </div>]]> 125826 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-adjusting-risk-effects-fixed-income-portfolios Tue, 10 Mar 2026 12:00:00 Z CFA Institute - Ogilvy Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>This study introduces a novel rebalancing algorithm to neutralize risk in credit portfolios, enabling accurate performance evaluation.</span></p> </div>]]> 125821 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/rethinking-exit-multiples-in-high-growth-company-valuations Mon, 09 Mar 2026 12:00:00 Z Alessandro Niglio; Konstantinos Oikonomou; Marco Maresca Generic Content 0.25 <![CDATA[]]> 147471 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/the-question-that-exposes-weak-quant-models Thu, 05 Mar 2026 12:00:00 Z Milos Maricic Generic Content 0.25 <![CDATA[]]> 147486 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/international-womens-day-women-leaders-put-nutrition-first Tue, 03 Mar 2026 12:00:00 Z Barbara Stewart Generic Content 0.25 <![CDATA[]]> 147481 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/nlp-and-yield-curve-prediction-from-central-bank-minutes Tue, 03 Mar 2026 12:00:00 Z Raphael Palone Generic Content 0.25 <![CDATA[]]> 147461 https://rpc.cfainstitute.org/research/reports/2026/mind-gender-gap-edition-3 Tue, 03 Mar 2026 12:00:00 Z CFA Institute Research and Policy Center; CFA Society India-ARX Generic Content 0.75 <![CDATA[<div class="tex2jax_process"><p>“Mind the Gender Gap, Edition 3” analyzes 300 Indian public companies. The findings reveal uneven representation for women and persistent senior-level pay gaps despite workforce growth, calling for proactive effort, disclosure, and accountability.</p> </div>]]> 125741 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/three-levers-that-drive-vc-returns Mon, 02 Mar 2026 12:00:00 Z Scott Shane Generic Content 0.25 <![CDATA[]]> 147476 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/rethinking-variable-importance-in-machine-learning Fri, 27 Feb 2026 12:00:00 Z Yonghwan Jo ; Yong Kim Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>Which firm characteristics truly add economic value in ML portfolios? Out-of-sample tests show microcaps distort results, some predictors hurt returns, and liquidity and risk signals matter most.</p> </div>]]> Financial Analysts Journal 125761 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/value-versus-growth Fri, 27 Feb 2026 12:00:00 Z Linda Chen; Wei Huang; George Jiang Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p><span>Many stocks shift into value or growth each year. The value premium is stronger among these “new” stocks, especially in contractions, tightening cycles, and high-uncertainty periods, driven largely by across-industry effects.</span></p> </div>]]> Financial Analysts Journal 125746 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/geopolitical-risk-and-portfolio-oversight Thu, 26 Feb 2026 12:00:00 Z Thierry Gilgen; Victor Okoroafor Generic Content 0.25 <![CDATA[]]> 147426 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/aligning-allocation-to-the-global-business-cycle Wed, 25 Feb 2026 12:00:00 Z Jesin Koyipurathu Generic Content 0.25 <![CDATA[]]> 147466 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/response-uk-fca-mills-ai-retail-financial-services Tue, 24 Feb 2026 12:00:00 Z Olivier Fines; Rhodri Preece; Urav Soni; Phoebe Chan Generic Content <![CDATA[<div class="tex2jax_process"><p>CFA Institute responds to the FCA's Mills Review on AI in retail financial services – advocating tiered governance, AI-tailored Consumer Duty articulation, SM&amp;CR clarity on third-party AI dependencies, and hybrid talent as core UK competitive infrastructure.</p> </div>]]> FCA 125731 https://rpc.cfainstitute.org/research/foundation/2026/strengthening-pension-savings-emerging-markets Tue, 24 Feb 2026 12:00:00 Z Carolina Cabrita Felix; Seda Peksevim Generic Content 1.75 <![CDATA[<div class="tex2jax_process"><p>This brief explores lessons from eight emerging economies on how behavioral design and digital tools — from automatic enrollment to mobile micropensions — can expand pension coverage, strengthen savings, and build trust in retirement systems.</p> </div>]]> Research Foundation Briefs 125721 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/building-commitment-to-long-term-investing Mon, 23 Feb 2026 12:00:00 Z Filip Raluca Generic Content 0.25 <![CDATA[]]> 147451 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/why-static-portfolios-fail-when-risk-regimes-change Fri, 20 Feb 2026 12:00:00 Z Bruno Luiz Buriozzi Generic Content 0.25 <![CDATA[]]> 147441 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/what-the-market-knows-that-wacc-doesnt Thu, 19 Feb 2026 12:00:00 Z Kevin Prall Generic Content 0.25 <![CDATA[]]> 147456 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/attention-bias-in-ai-driven-investing Wed, 18 Feb 2026 12:00:00 Z Toghrul Aghbabali Generic Content 0.25 <![CDATA[]]> 147446 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-thematic-investing Wed, 18 Feb 2026 12:00:00 Z CFA Institute - Ogilvy Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>This paper defines thematic investing through transient correlations in residual returns. Using a novel bootstrap method, it finds that statistically significant themes exhibit trending, offering predictive insight into returns.</span></p> </div>]]> 125711 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/social-security-claiming-strategies-for-high-net-worth-clients Tue, 17 Feb 2026 12:00:00 Z Matthew Simpson Generic Content 0.25 <![CDATA[]]> 147416 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/regulating-cryptoasset-activities-consultation-response Tue, 17 Feb 2026 12:00:00 Z Olivier Fines; Suzanne Hsu; Urav Soni; Phoebe Chan Generic Content <![CDATA[<div class="tex2jax_process"><p>CFA Institute and CFA UK respond to the FCA's proposed rules for cryptoasset trading platforms, intermediaries, staking, and DeFi — advocating structural conflict prohibitions, best execution without carve-outs, and phased retail access to higher-risk products.</p> </div>]]> FCA 125701 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-big-data-meets-turbulent-oil-market Fri, 13 Feb 2026 12:00:00 Z CFA Institute - Ogilvy Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>Using topic modeling on millions of news articles, the paper creates novel NLP indicators that outperform standard variables in forecasting oil prices, volatility, production, inventories, and energy equity returns—both in-sample and out-of-sample.</span></p> </div>]]> 125696 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/evolving-your-wealth-management-practice-for-2026-and-beyond Thu, 12 Feb 2026 12:00:00 Z April Rudin Generic Content 0.25 <![CDATA[]]> 147411 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-financing-the-sustainable-development-goals Thu, 12 Feb 2026 12:00:00 Z CFA Institute Research and Policy Center Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>A new SDG scoring method aligns government bond portfolios with sustainable goals, guiding capital to nations with strong SDG policies. It addresses income bias in sovereign ESG ratings and offers a practical framework for impactful investing.</span></p> </div>]]> 125691 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/ai-is-reshaping-bank-risk Wed, 11 Feb 2026 12:00:00 Z Pankaj Mhatre Generic Content 0.25 <![CDATA[]]> 147436 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/what-makes-an-ideal-leveraged-buyout-candidate Tue, 10 Feb 2026 12:00:00 Z Sebastien Canderle Generic Content 0.25 <![CDATA[]]> 147406 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/financial-analysts-journal-first-quarter-2026-vol-82-no-1 Tue, 10 Feb 2026 12:00:00 Z CFA Institute - Ogilvy Generic Content 14.00 <![CDATA[<div class="tex2jax_process"><p><span>This PDF contains the complete First Quarter 2026 issue of the </span><em><span>Financial Analysts Journal</span></em><span>.</span></p> </div>]]> Financial Analysts Journal 125681 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/rethinking-household-asset-allocation-under-capital-constraints Mon, 09 Feb 2026 12:00:00 Z Ken Chen Generic Content 0.25 <![CDATA[]]> 147431 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/stockholms-capital-markets-success-more-than-meatballs Fri, 06 Feb 2026 12:00:00 Z Barbara Stewart Generic Content 0.25 <![CDATA[]]> 147396 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/sec-roundtable-executive-compensation-disclosure-requirements Fri, 06 Feb 2026 12:00:00 Z Sandra Peters; Matthew Winters Generic Content <![CDATA[<div class="tex2jax_process"><p><span>CFA Institute’s consultation response to the </span>United States Securities and Exchange Commission’s roundtable on executive compensation disclosure.</p> </div>]]> U.S. Securities and Exchange Commission (SEC) 125706 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/where-ai-ends-and-investment-judgment-begins Thu, 05 Feb 2026 12:00:00 Z Markus Schuller; Michelle Sisto; Wojtek Wojaczek; Franz Mohr; Patrick Wierckx; Jurgen Janssens Generic Content 0.25 <![CDATA[]]> 147421 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/three-risks-of-relying-on-the-sp-500-in-retirement-planning Wed, 04 Feb 2026 12:00:00 Z Bill Pauley; Kevin Bales; Adam Schreiber; Ty Painter Generic Content 0.25 <![CDATA[]]> 147391 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/book-review-principles-of-bitcoin Tue, 03 Feb 2026 12:00:00 Z Marc Ross Generic Content 0.25 <![CDATA[]]> 147401 https://rpc.cfainstitute.org/research/foundation/2026/five-financial-eras This monograph maps nine centuries of data into financial eras, showing how trade, war, inflation, and government drive shifting equity risk premia, bond returns, and regime-based asset allocation decisions today. Tue, 03 Feb 2026 12:00:00 Z Bryan Taylor Generic Content 4.25 <![CDATA[<div class="tex2jax_process"><p>This monograph maps nine centuries of data into financial eras, showing how trade, war, inflation, and government drive shifting equity risk premia, bond returns, and regime-based asset allocation decisions today.</p> </div>]]> Research Foundation Books 125651 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/ai-strategy-after-the-llm-boom-maintain-sovereignty-avoid-capture Fri, 30 Jan 2026 12:00:00 Z Dan Philps Generic Content 0.25 <![CDATA[]]> 147386 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/americas-debt-a-new-infrastructure Thu, 29 Jan 2026 12:00:00 Z Ravi Bhagavatula Generic Content 0.25 <![CDATA[]]> 147356 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/decoding-cta-allocations-by-trend-horizon Wed, 28 Jan 2026 12:00:00 Z Eric Benhamou; Jean-Jacques Ohana; Béatrice Guez; Thomas Jacquot Generic Content 0.25 <![CDATA[]]> 147376 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/lincolns-blueprint-for-ethical-ai Mon, 26 Jan 2026 12:00:00 Z Doug Ryder; Sameer Somal Generic Content 0.25 <![CDATA[]]> 147366 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/big-data-meets-turbulent-oil-market Mon, 26 Jan 2026 12:00:00 Z Charles Calomiris; Nida Çakır Melek; Harry Mamaysky Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>Using topic modeling on millions of news articles, the paper creates novel NLP indicators that outperform standard variables in forecasting oil prices, volatility, production, inventories, and energy equity returns—both in-sample and out-of-sample.</p> </div>]]> Financial Analysts Journal 125621 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/keynesian-folly-why-ai-will-never-fully-automate-finance Fri, 23 Jan 2026 12:00:00 Z Ola Mahmoud Generic Content 0.25 <![CDATA[]]> 147371 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/auditor-specialization-a-signal-for-financial-analysts Thu, 22 Jan 2026 12:00:00 Z Ahmet Kurt Generic Content 0.25 <![CDATA[]]> 147381 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/best-defensive-strategies Thu, 22 Jan 2026 12:00:00 Z Guido Baltussen; Martin Martens; Lodewijk van der Linden Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>Analyzing 220 years of global data, the authors find that defensive equity factors help reduce downside risk, but Defensive Absolute Return and trend-following strategies provide the most robust, complementary protection against drawdowns.</p> </div>]]> Financial Analysts Journal 125671 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/performance-small-business-investment-companies Thu, 22 Jan 2026 12:00:00 Z Gregory Brown; Wendy Hu; David Robinson; William M. Volckmann II Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p><span>A large-sample analysis shows SBIC funds outperform non-SBIC peers across IRR, MOIC, and PME. Performance is strongest for funds using moderate SBA leverage and larger fund sizes, with equity strategies showing greater variability than debt funds.</span></p> </div>]]> Financial Analysts Journal 125601 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/why-tight-stop-losses-often-hurt-investors-and-what-robust-capital-growth-really-requires Wed, 21 Jan 2026 12:00:00 Z Xinyu Xiong Generic Content 0.25 <![CDATA[]]> 147361 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/defined-contribution-top-trends-for-2026-what-plan-sponsors-need-to-get-right Tue, 20 Jan 2026 12:00:00 Z Christopher Dall; Deana Harmon; Taylor Wagner; Mindy Lunn; Amber Walker Generic Content 0.25 <![CDATA[]]> 147351 https://rpc.cfainstitute.org/research/foundation/2026/stocks-for-the-long-run-revisited Tue, 20 Jan 2026 12:00:00 Z Paul McCaffrey Generic Content 0.75 <![CDATA[<div class="tex2jax_process"><p><span>Foreword by </span><a href="https://rpc.cfainstitute.org/voices-of-influence/larry-b-siegel" data-entity-type="external"><span>Laurence B. Siegel</span></a><span>.</span></p> <p>Long-run stock returns look extraordinary, yet few investors became rich. This brief explains why dividend reinvestment assumptions overstate historical equity returns, reframing the equity risk premium as “the return nobody got.”</p> </div>]]> Research Foundation Briefs 125596 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/book-review-a-dollar-for-fifty-cents Thu, 15 Jan 2026 12:00:00 Z Martin Fridson Generic Content 0.25 <![CDATA[]]> 147331 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/shifting-tides-in-global-markets-the-reemergence-of-international-investing Wed, 14 Jan 2026 12:00:00 Z Rohit Goel; Apoorv Bhargava Generic Content 0.25 <![CDATA[]]> 147346 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/concept-release-foreign-private-issuer-eligibility Wed, 14 Jan 2026 12:00:00 Z Sandra Peters Generic Content <![CDATA[<div class="tex2jax_process"><p><span>CFA Institute’s consultation response to the </span>United States Securities and Exchange Commission’s concept release on foreign private issuer eligibility.</p> </div>]]> U.S. Securities and Exchange Commission (SEC) 125591 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-many-facets-stock-momentum Wed, 14 Jan 2026 12:00:00 Z CFA Institute Research and Policy Center Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>By isolating stock-specific momentum from earnings announcements, the study shows it predicts returns across the US, Europe, and Japan. This approach avoids factor momentum bias, supports underreaction theories, and revives interest in the post-earnings drift.</span></p> </div>]]> 125581 https://rpc.cfainstitute.org/research/multimedia/2026/conversations-with-frank-fabozzi-featuring-alicia-vidler Wed, 14 Jan 2026 12:00:00 Z Frank Fabozzi RPC; Alicia Vidler Generic Content 1.00 <![CDATA[<div class="tex2jax_process"><p><span>Watch this illuminating conversation with Alicia Vidler, PhD, a seasoned expert at the intersection of artificial intelligence and financial markets. Vidler maps out the challenges and opportunities for institutional finance embedded in Agentic AI. Programming and coding are table stakes today, but developing sophisticated AI models that can think and make decisions will be akin to learning to play an orchestral instrument in the future, she tells Frank Fabozzi, CFA.</span></p> </div>]]> 125526 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/srts-are-the-talk-of-the-town-but-are-they-as-scary-as-they-look Tue, 13 Jan 2026 12:00:00 Z Alfonso Ricciardelli Generic Content 0.25 <![CDATA[]]> 147321 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/esg-ratings-esg-news-sentiment-firm-credit-risk-perception Tue, 13 Jan 2026 12:00:00 Z Fangfang Wang; Florina Silaghi; Steven Ongena; Miguel García-Cestona Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p><span>CDS spreads rise sharply after ESG downgrades — most notably within the social pillar and among financially constrained firms — while upgrades show little effect. Positive ESG sentiment and transparency can mitigate these adverse credit impacts.</span></p> </div>]]> Financial Analysts Journal 125561 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/how-us-state-capital-is-reshaping-strategic-supply-chains Mon, 12 Jan 2026 12:00:00 Z Winston Ma Generic Content 0.25 <![CDATA[]]> 147341 https://rpc.cfainstitute.org/research/in-practice-briefs/2026/in-practice-brief-regime-based-strategic-asset-allocation Mon, 12 Jan 2026 12:00:00 Z CFA Institute Research and Policy Center Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p><span>Authors propose regime-based strategic asset allocation by modeling economic regimes as mixtures of distributions. The approach builds robust portfolios using macro regime information, often outperforming traditional asset-based methods.</span></p> </div>]]> 125586 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/what-earnings-explain-and-what-they-dont-insights-from-150-years-of-market-data Thu, 08 Jan 2026 12:00:00 Z Terri Campbell Generic Content 0.25 <![CDATA[]]> 147336 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/incentives-are-dangerously-aligned-in-private-markets Wed, 07 Jan 2026 12:00:00 Z Mark Higgins Generic Content 0.25 <![CDATA[]]> 147326 https://rpc.cfainstitute.org/research/financial-analysts-journal/2026/mutual-fund-selection-when-borrowing-is-restricted Tue, 06 Jan 2026 12:00:00 Z Moshe Levy Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>Under realistic borrowing limits, the Sharpe ratio fails to align with investor utility. The geometric mean — and its shrinkage-based generalized version — offer superior estimates of future performance and improve mutual fund selection outcomes.</p> </div>]]> Financial Analysts Journal 125556 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/proposed-ammendments-sasb-standards-ifrs-s2-guidelines Tue, 06 Jan 2026 12:00:00 Z Sandra Peters Generic Content <![CDATA[<div class="tex2jax_process"><p>CFA Institute’s consultation response to the International Sustainability Standards Board’s proposed amendments to the SASB Standards and consequential amendments to the industry-based guidance on implementing IFRS S2.</p> </div>]]> International Sustainability Standards Board (ISSB) 125536 https://rpc.cfainstitute.org/blogs/enterprising-investor/2026/ai-in-finance-changing-workflows-growing-demand-for-human-judgment Mon, 05 Jan 2026 12:00:00 Z Rhodri Preece Generic Content 0.25 <![CDATA[]]> 147316 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/top-10-blogs-of-2025-insights-on-market-cycles-and-financial-history Tue, 30 Dec 2025 12:00:00 Z Cathy Scott Generic Content 0.25 <![CDATA[]]> 147291 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/research-and-policy-center-top-10-publications-from-2025 Mon, 29 Dec 2025 12:00:00 Z Mark Fortune Generic Content 0.25 <![CDATA[]]> 147296 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/public-blockchain-settlement-from-pilot-to-modernized-market-structure Tue, 23 Dec 2025 12:00:00 Z Baxter Hines Generic Content 0.25 <![CDATA[]]> 147311 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/what-successful-investors-read-book-recommendations-from-professionals Tue, 23 Dec 2025 12:00:00 Z Chad Long Generic Content 0.25 <![CDATA[]]> 147306 https://rpc.cfainstitute.org/research/financial-analysts-journal/2025/adjusting-for-risk-effects-fixed-income-portfolios Fri, 19 Dec 2025 12:00:00 Z Gunther Hahn; Lars Rickenberg; Desislava Vladimirova Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>This study introduces a novel rebalancing algorithm to neutralize risk in credit portfolios, enabling accurate performance evaluation.</p> </div>]]> Financial Analysts Journal 125541 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/momentum-investing-a-stronger-more-resilient-framework-for-long-term-allocators Wed, 17 Dec 2025 12:00:00 Z Guido Baltussen; M. Sipke Dom; Bart van Vliet; Milan Vidojevic Generic Content 0.25 <![CDATA[]]> 147301 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/the-growth-story-behind-insurance-linked-securities Tue, 16 Dec 2025 12:00:00 Z Mariagiovanna Guatteri Generic Content 0.25 <![CDATA[]]> 147231 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/ai-in-investment-management-from-exuberance-to-realism Mon, 15 Dec 2025 12:00:00 Z Markus Schuller; Michelle Sisto; Wojtek Wojaczek; Franz Mohr; Patrick Wierckx; Jurgen Janssens Generic Content 0.25 <![CDATA[]]> 147276 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/winners-and-losers-in-a-world-without-quarterly-earnings Fri, 12 Dec 2025 12:00:00 Z Clare Flynn Levy Generic Content 0.25 <![CDATA[]]> 147286 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/ai-in-venture-capital-separating-signal-from-noise Wed, 10 Dec 2025 12:00:00 Z Jacob Miller Generic Content 0.25 <![CDATA[]]> 147271 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/corporate-myopia-less-frequent-reporting-wont-reduce-managerial-short-termism Tue, 09 Dec 2025 12:00:00 Z Carlos Lynch Generic Content 0.25 <![CDATA[]]> 147281 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/the-two-ai-stories-measurable-gains-and-hidden-balance-sheet-pressure Mon, 08 Dec 2025 12:00:00 Z Adam Sandback Generic Content 0.25 <![CDATA[]]> 147261 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/reducing-the-cost-of-alpha-a-cios-framework-for-humanai-integration Thu, 04 Dec 2025 12:00:00 Z Michael Schopf Generic Content 0.25 <![CDATA[]]> 147266 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/consultation-uk-fca-cp25-28-part-1 Thu, 04 Dec 2025 12:00:00 Z Olivier Fines; Amit Bisaria; Jinming Sun; Urav Soni; Phoebe Chan Generic Content <![CDATA[<div class="tex2jax_process"><p>CFA UK and CFA Institute welcome the FCA’s support for technological innovation, with fund tokenisation being a prime example of the tangible application of technology in the investment sector. Many of our members work across asset management, trading platforms, and investment operations. They share an interest in a regulatory framework that promotes productivity and competitiveness while safeguarding investor protection.</p> </div>]]> U.K. Financial Services Authority (UKFSA) 125501 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/patience-pays-why-quality-shares-outperform-in-the-long-run Tue, 02 Dec 2025 12:00:00 Z Charlotte Ryland; Joseph Hawkes; Frank Mampaey Generic Content 0.25 <![CDATA[]]> 147256 https://rpc.cfainstitute.org/research/in-practice-briefs/2025/in-practice-brief-only-other-spending-rule-article Tue, 02 Dec 2025 12:00:00 Z CFA Institute Research and Policy Center Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p>This article presents a practical retirement income strategy using only US stocks and a TIPS ladder. It shows how ARVA-based decumulation offers higher, safer lifetime income than traditional financial advisor strategies.</p> </div>]]> 125491 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/the-earnings-dip-before-a-sweet-deal-going-private-in-europe Mon, 01 Dec 2025 12:00:00 Z Julie Nguyen Generic Content 0.25 <![CDATA[]]> 147236 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/managing-client-fear-the-cognitive-skill-every-financial-advisor-should-master Tue, 25 Nov 2025 12:00:00 Z Filip Raluca Generic Content 0.25 <![CDATA[]]> 147251 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/how-to-value-digital-tokens-a-5-step-fair-value-framework Mon, 24 Nov 2025 12:00:00 Z Antonella Puca; Mark Zyla Generic Content 0.25 <![CDATA[]]> 147246 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/from-risk-to-resilience-what-finance-can-learn-from-the-futures Thu, 20 Nov 2025 12:00:00 Z Sebastian Petric Generic Content 0.25 <![CDATA[]]> 147241 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/mind-the-cycle-from-macro-shifts-to-portfolio-plays Wed, 19 Nov 2025 12:00:00 Z Jesin Koyipurathu Generic Content 0.25 <![CDATA[]]> 147226 https://rpc.cfainstitute.org/research/foundation/2025/chapter-10-ethical-ai-in-finance Tue, 18 Nov 2025 12:00:00 Z Anna Martirosyan Generic Content 0.25 0.25 <![CDATA[<div class="tex2jax_process"><p>This chapter examines how institutions can harness AI responsibly by embedding ethical principles — transparency, accountability, and privacy — into systems, helping risk officers, investment managers, and regulators balance innovation with trust.</p> </div>]]> Research Foundation Books 125456 https://rpc.cfainstitute.org/research/foundation/2025/chapter-9-quantum-computing-for-finance Tue, 18 Nov 2025 12:00:00 Z Oswaldo Zapata Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p>This chapter is a practical guide in quantum computing for finance. It explains NISQ limits, hybrid quantum–classical methods, and where quantum helps now. It urges immediate migration to post-quantum cryptography and QKD for ultra-secure links.</p> </div>]]> Research Foundation Books 125451 https://rpc.cfainstitute.org/research/foundation/2025/chapter-8-machine-learning-commodity-futures Tue, 18 Nov 2025 12:00:00 Z Tony Guida Generic Content 0.75 <![CDATA[<div class="tex2jax_process"><p>Commodity futures are an underexplored frontier for machine learning. This chapter shows how theory-grounded signals make them interpretable and investible.</p> </div>]]> Research Foundation Books 125446 https://rpc.cfainstitute.org/research/foundation/2025/chapter-7-natural-language-processing Tue, 18 Nov 2025 12:00:00 Z Francesco Fabozzi Generic Content 0.75 <![CDATA[<div class="tex2jax_process"><p>This chapter explores how natural language processing (NLP) and large language models (LLMs) are transforming financial analysis, investment research, and risk monitoring across the finance industry.</p> </div>]]> Research Foundation Books 125441 https://rpc.cfainstitute.org/research/foundation/2025/chapter-6-reinforcement-learning-inverse-reinforcement-learning Tue, 18 Nov 2025 12:00:00 Z Igor Halperin; Petter Kolm; Gordon Ritter Generic Content 1.00 <![CDATA[<div class="tex2jax_process"><p>This chapter covers reinforcement learning (RL) and inverse reinforcement learning (IRL) basics in finance, with use cases and implementation, detailing how to manage risk, understand intent, and apply policies using offline-sim-online methods.</p> </div>]]> Research Foundation Books 125436 https://rpc.cfainstitute.org/research/foundation/2025/chapter-5-deep-learning Tue, 18 Nov 2025 12:00:00 Z Paul Bilokon; Joseph Simonian Generic Content 0.50 <![CDATA[<div class="tex2jax_process"><p>Deep learning in trading and finance enables millisecond pricing, risk assessment, and signal discovery, making it one of the most practical AI tools for modern markets. This chapter demonstrates deploying systems for trading and risk management.</p> </div>]]> Research Foundation Books 125431 https://rpc.cfainstitute.org/research/foundation/2025/chapter-4-ensemble-learning-investment Tue, 18 Nov 2025 12:00:00 Z Alireza Yazdani Generic Content 0.50 <![CDATA[<div class="tex2jax_process"><p>This chapter shows how ensemble learning enhances financial forecasting and risk management, outperforming traditional models by combining diverse predictors for accuracy, scalability, and explainability — delivering proven value for investment leaders.</p> </div>]]> Research Foundation Books 125426 https://rpc.cfainstitute.org/research/foundation/2025/chapter-3-support-vector-machines Tue, 18 Nov 2025 12:00:00 Z Maxim Golts Generic Content 0.25 <![CDATA[<div class="tex2jax_process"><p>This chapter demonstrates that Support Vector Machines (SVMs) can offer accurate and robust classification, prediction, and portfolio optimization in finance, effectively handling complex data for improved investment and risk management outcomes.</p> </div>]]> Research Foundation Books 125421 https://rpc.cfainstitute.org/research/foundation/2025/chapter-2-unsupervised-learning-network-theory Tue, 18 Nov 2025 12:00:00 Z Gueorgui S. Konstantinov; Agathe Sadeghi Generic Content 0.75 <![CDATA[<div class="tex2jax_process"><p>This chapter shows how network theory, extended with modern data methods, can be applied to practical investment problems.</p> </div>]]> Research Foundation Books 125416 https://rpc.cfainstitute.org/research/foundation/2025/chapter-1-unsupervised-learning-techniques Tue, 18 Nov 2025 12:00:00 Z Joseph Simonian Generic Content 0.50 <![CDATA[<div class="tex2jax_process"><p>This chapter explores how unsupervised learning — a branch of machine learning that finds hidden patterns and structures in data — can help investors adapt to changing markets and enhance portfolio construction without relying on labeled data.</p> </div>]]> Research Foundation Books 125411 https://rpc.cfainstitute.org/research/foundation/2025/ai-in-asset-management-book Tue, 18 Nov 2025 12:00:00 Z Joseph Simonian Generic Content 5.50 0.25 <![CDATA[<div class="tex2jax_process"><p><strong>Edited by Joseph Simonian, PhD</strong>, this book demonstrates how AI is transforming portfolio design, risk oversight, and investment decision-making.</p> </div>]]> Research Foundation Books 125351 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/private-credit-secondaries-from-niche-strategy-to-core-portfolio-tool Mon, 17 Nov 2025 12:00:00 Z Alfonso Ricciardelli Generic Content 0.25 <![CDATA[]]> 147221 https://rpc.cfainstitute.org/policy/comment-letters/2025-2029/consultation-response-uk-fca-cp25-part-11 Fri, 14 Nov 2025 12:00:00 Z Olivier Fines; Amit Bisaria; Phoebe Chan Generic Content <![CDATA[<div class="tex2jax_process"><p>CFA Institute and CFA UK welcome the opportunity to respond to Part II of the CP25/25. This response addresses Chapters 1–5 of the consultation and builds on our previous submission on Chapters 6–7.</p> </div>]]> U.K. Financial Services Authority (UKFSA) 125481 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/private-markets-why-retail-investors-should-stay-away Thu, 13 Nov 2025 12:00:00 Z Sebastien Canderle Generic Content 0.25 <![CDATA[]]> 147211 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/from-sharpe-to-pedersen-why-active-management-isnt-zero-sum-after-all Wed, 12 Nov 2025 12:00:00 Z Diego Costa Generic Content 0.25 <![CDATA[]]> 147216 https://rpc.cfainstitute.org/research/financial-analysts-journal/2025/financing-sustainable-development-goals Wed, 12 Nov 2025 12:00:00 Z Laurens Swinkels; Jan Anton van Zanten; Bruno Rein; Rikkert Scholten Generic Content 2.00 <![CDATA[<div class="tex2jax_process"><p>A new SDG scoring method aligns government bond portfolios with sustainable goals, guiding capital to nations with strong SDG policies. It addresses income bias in sovereign ESG ratings and offers a practical framework for impactful investing.</p> </div>]]> Financial Analysts Journal 125461 https://rpc.cfainstitute.org/blogs/enterprising-investor/2025/book-review-on-progress-and-prosperity Tue, 11 Nov 2025 12:00:00 Z Nick Ronalds Generic Content 0.25 <![CDATA[]]> 147206