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
Conversations with Frank Fabozzi, CFA, Featuring Iro Tasitsiomi, PhD
As artificial intelligence becomes increasingly embedded in investment workflows, distinguishing meaningful insights from unnecessary complexity has become an important challenge for investment leaders.
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
Response to UK FCA Mills Review: AI in Retail Financial Services
CFA Institute responds to the FCA's review of AI's long-term impact on retail financial services
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.
Be Informed
NLP and Yield Curve Prediction From Central Bank Minutes
Raphael Palone, CFA, shows how natural language processing (NLP) can turn central bank language into predictive signals about yield curve moves, complementing discretionary rate analysis.
Attention Bias in AI-Driven Investing
AI models inherit the market’s own attention biases. Toghrul Aghbabali examines how LLM-driven investing may favor large, visible stocks and unintentionally increase concentration and herding risk.
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.