Understanding the Latest Developments in Data Analytics, Technology, and Automation
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Financial Analysts Journal
Fundamental Analysis via Machine Learning
Can machine learning be used to improve fundamental analysis? This study analyzes corporate earnings forecasting and finds that machine learning models produce more accurate and informative forecasts than conventional models do.
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
Handbook of Artificial Intelligence and Big Data Applications in Investments
Artificial intelligence (AI) and big data have their thumbprints all over the modern asset management firm. Like detectives investigating a crime, the practitioner contributors to this book put the latest data science techniques under the microscope. And like any good detective story, much of what is unveiled is at the same time surprising and hiding in plain sight.
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).
Be Informed
Podcast
Ivan Mitov: The Intersection of AI and Risk Modeling
In this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet.
Certificate
Data Science for Investment Professionals Certificate
Gain practical understanding of data science and machine learning applications in the investment process.
Podcast
Joseph Simonian: AI, Alternative Data, and Emerging Markets in Investment Strategies
In this episode of Guiding Assets, host Mike Wallberg interviews Dr. Joe Simonian, a leading quant expert in the field of investment research. Dr. Simonian is the co-author of a new book called "Quantitative Global Bond Portfolio Management," which explores the application of quantitative methods in fixed income investing.
Driving Digital Transformation: CFA Institute Research Center Explores Machine Learning and AI Advancements in Investing
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.