Understanding Technology, Big Data and AI
More Technology, Big Data and AI Content
Agentic AI For Finance: Workflows, Tips, and Case Studies
Explore how autonomous AI agents are transforming finance in this practical guide from the Automation Ahead series. Discover foundational building blocks, real-world workflows and case studies to help investment professionals implement agentic systems responsibly.
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
The report underscores that transparent, explainable AI is vital in finance — not only for regulatory compliance but also for institutional trust, ethical standards, and risk governance. Although automated tools help, human oversight and organizational alignment are indispensable.
Synthetic Data in Investment Management
Explore how generative AI-powered synthetic data can solve data scarcity, boost model training, and transform investment management workflows.
Featured Content
Quantum Computing Basics for Finance - Part 1 of 3
This episode introduces the fundamentals of quantum computation, outlining how qubits, superposition, and quantum gates differ from classical computing. Zapata explains why quantum systems can process information in exponentially richer ways and discusses the challenges of building reliable qubits in real‑world laboratory environments.
Big Data Meets the Turbulent Oil Market
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.
The Automation Ahead Content Series
This series breaks down the reality of GenAI's current state, guiding you through the innovations, possibilities, and risks of this new wave of automation
Policy in Action
Consultation Response to UK FCA CP25/28 – Part I
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.
Consultation Response to UK FCA CP25/25 – Part II
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.
Response to FCA - DP25.1 — Regulating Cryptoasset Activities
CFA Institute responded to UK FCA DP25.1 regarding cryptoasset actitivies.
Be Informed
AI Strategy After the LLM Boom: Maintain Sovereignty, Avoid Capture
Yann LeCun’s testimony to a UK parliamentary artificial intelligence (AI) group this week raises questions investment leaders cannot ignore, from AI sovereignty and platform control to the organizational risks of LLM-centric investment. Dan Philps, PhD, CFA, focuses on what those risks mean for AI governance, deployment decisions, and long-term organizational dependence.
AI in Finance: Changing Workflows, Growing Demand for Human Judgment
GenAI is reshaping investment workflows faster than most firms can adapt, raising critical questions about human judgment, task design, and the future of the profession. Rhodri Preece, CFA, tackles two questions: Will AI replace human professionals? And what is the relevance of the CFA Program in a future environment where AI can perform most technical tasks?
Alpha Disrupted
Digital disruption is reshaping how alpha is generated. From Artificial Intelligence (AI) and automation to blockchain, data strategy, and evolving regulatory frameworks, investment and asset management professionals are navigating a fast-changing environment.
Alpha disrupted is an eight-part webinar series designed to help you face this transformation with clarity and confidence. Each session brings together leading thinkers and practitioners to examine the real-world challenges and practical opportunities of the digital era. You'll gain valuable insights, actionable strategies, and guidance on upskilling to stay ahead in an increasingly competitive landscape.
Driving Digital Transformation: CFA Institute Research and Policy Center Explores Machine Learning and AI Advancements in Investing
CFA Institute Research and Policy Center is addressing how big data, machine learning and advancements in natural language processing, understanding, and generation will accelerate the digital transformation of the investment industry.
The theme Understanding Technology, Big Data and AI 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 big data and AI, smart machines and systems, and data analytics will play a more central role in how the world of finance evolves.