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 Reality for Finance: What the technology is and why it matters now
A practitioner-focused breakdown of quantum’s first real financial applications. Clarifies which optimisation, pricing, and risk problems are tractable with hybrid quantum-classical methods today, which remain aspirational, and what the transition to post-quantum secure infrastructure requires.
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.
Quantum Computing vs. AI: Real-World Applications
AI is already embedded in financial workflows. Quantum computing is still emerging. Genevieve Hayman, PhD, and Oswaldo Zapata, PhD, examine how financial institutions are beginning to test quantum computing’s potential in portfolio optimization, trade execution, and risk modeling.
Essay: The Perils of Declining Judgment in the Age of AI
As AI expands what machines can do, it may weaken how humans think. Markus Schuller cautions that overreliance on AI risks eroding judgment, critical thinking, and the foundations of evidence-based decision-making.
RegTech and compliance in the AI era: Smarter, faster, safer
As regulatory complexity intensifies, digital tools such as machine learning and automation are transforming compliance across investment and asset management. This member-exclusive webinar examines how RegTech enables smarter, faster, and more adaptive compliance and what professionals need to understand about its real-world application. The session explores how AI is applied in KYC, AML, and risk monitoring, and how global regulations, including the EU AI Act, DORA, and NIS2, are shaping the future of digital oversight.
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.