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 Alicia Vidler, PhD
Watch this illuminating conversation with Alicia Vidler, PhD, a seasoned expert at the intersection of artificial intelligence and financial markets. Vidler maps out the challenges and opportunities for institutional finance embedded in Agentic AI. Programming and coding are table stakes today, but developing sophisticated AI models that can think and make decisions will be akin to learning to play an orchestral instrument in the future, she tells Frank Fabozzi, CFA.
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
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
Keynesian Folly: Why AI Will Never Fully Automate Finance
Why has technological progress failed to deliver the productivity gains Keynes once envisioned? Using AI as a modern test case, Ola Mahmoud, PhD, explains why reflexive markets, regime change, and governance demands place firm limits on automation in finance, and why human judgment remains essential.
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.