Understanding the Latest Developments in Data Analytics, Technology, and Automation
More Data & Technology Content
CFA Institute Research and Policy Center is addressing how machine learning and advancements in natural language processing, understanding, and generation will accelerate the digital transformation of the investment industry.
The theme Understanding the Latest Developments in Data Analytics, Technology, and Automation tracks the evolving opportunity set for investment firms and professionals stemming from artificial intelligence (AI), big data, and new analytical tools and technologies.
Our research recognizes that the future of the investment industry is one where smart machines and systems, data analysis, and inference will play a more central role in how the world of finance evolves.
Research Report
T-Shaped Teams: Organizing to Adopt AI and Big Data at Investment Firms
This research discusses how cross-functional teams can help investment professionals and organizations develop investment processes that incorporate AI and big data.
Research Report
Ethics and Artificial Intelligence in Investment Management: A Framework for Professionals
The increasing use of AI in investment management poses new ethical challenges for investment firms and professionals. This research paper examines good ethical practices for the design, development, and deployment of AI in investment processes.
Research Foundation
Artificial Intelligence in Asset Management
Artificial intelligence usage in asset management has grown and revolutionized the sector in many ways. But it also has created new risks and challenges. This review provides an overview of trends in AI and common AI techniques used in asset management.
Featured Blog
Policy in Action
Comment Letter
Rendering SEC (Securities and Exchange Commission) Correspondence with Issuers in Machine-Readable Format
In a joint letter to the SEC, CFA Institute and the Council of Institutional Investors (CII) ask the SEC to assist investors—as well as other stakeholders—by making SEC correspondence to, and from, public companies available in structured, machine-readable format.
Standards of Practice Guidance
Artificial Intelligence and Its Potential Impact on the CFA Institute Code of Ethics and Standards of Professional Conduct
Artificial intelligence has the potential to impact the way an organization serves its clients’ needs and interests. CFA Institute considers the impact these technological advances might have on ethics and professionalism.
Comment Letter
Money and Payments: The U.S. Dollar in the Age of Digital Transformation
The CFA Institute response to the Federal Reserve’s May 2022 consultation paper “Money and Payments: The U.S. Dollar in the Age of Digital Transformation” discusses the benefits and risks of creating a central bank digital currency (CBDC).
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Certificate
Data Science for Investment Professionals Certificate
Gain practical understanding of data science and machine learning applications in the investment process.
Webinar
Data Science for Investment Professionals Certificate - Webinar
Get an overview of the new Certificate modules, code labs, practitioners’ interviews and more. Hear from the creators of the program and existing customers.