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
The Disappearing Edge: AI, Machine Learning, and the this Future of the Discretionary Portfolio Manager
As AI transforms asset management, portfolio managers are evolving from decision-makers to stewards of machine-driven models. This article explores how firms can adapt talent, governance, and workflows to thrive in an AI-enhanced investment era.
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
Tokenization, Security Tokens, and the Future of Blockchain
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain. Hines shares how blockchain is reshaping finance—from stablecoins and tokenized bonds to compliance automation and cross-border payments. He explains why tokenization can lower costs, increase efficiency, and improve transparency across markets, and how regulatory clarity in Washington is accelerating adoption.
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
Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration
The future of active management belongs to CIOs who merge human expertise with AI. Michael Schopf, CFA, outlines a functional roadmap for investment managers to lower costs, improve workflows, and generate scalable alpha.
Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve
Artificial intelligence is transforming investment management, but most firms still struggle to define and govern the “intelligence” they deploy. Ivana Zilic, PhD, Patrick J. Wierckx, CFA, Michiel Kühn, and Markus Schuller lay out a new framework for classifying AI agents and outline how they can turn fragmented tools into an adaptive decision ecosystem that balances human judgment with machine precision.
Energy and Tech Expert Mark Mills Reflects on AI and the Next Industrial Revolution
In this podcast episode, Mark Mills, a physicist, energy expert, and “tech guru,” argues that the hype around AI is justified but misunderstood, emphasizing its roots in statistical inference (which is not what humans do when they think). He explains that AI’s strength lies in handling fuzzy, human-like tasks, unlike traditional computing’s whiz-bang ability to calculate. This making AI transformative for automation.
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.