Understanding Technology, Big Data and AI
More Technology, Big Data and AI Content
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.
AI Washing: Signs, Symptoms, and Suggested Solutions for Investment Stakeholders
This report addresses the ethical concerns and risks of AI washing in finance, providing crucial questions for stakeholders to evaluate managers’ AI claims and ensure transparency, integrity, and the genuine application of AI in investment strategies.
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
Response to FCA - DP25.1 — Regulating Cryptoasset Activities
CFA Institute responded to UK FCA DP25.1 regarding cryptoasset actitivies.
An Investment Perspective on Tokenization — Part I & II
This report examines the legal and regulatory changes needed for tokenization to grow responsibly while ensuring investor protection and market integrity. It analyzes global regulatory regimes, international standards, and the need for legal clarity.
Response to IOSCO Artificial Intelligence in Capital Markets
CFA Institute’s Public Comment re: IOSCO – Artificial Intelligence in Capital Markets: Use Cases, Risks, and Challenges
Be Informed
5 Conversations to Test Whether Your Asset Manager’s AI Adds Value
Investors can cut through the hype. Pim van Vliet, PhD, shares 5 critical conversations to reveal whether asset managers’ AI improves performance or masks old strategies.
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.
It’s Not Just What You Own, It’s How Much: Machine Learning and the Portfolio Construction Imperative
Building smarter portfolios means more than picking the right stocks. Michael Schopf, CFA, makes the case for turning portfolio construction from an afterthought into a source of competitive advantage. Drawing on real-world case studies, he shows how AI and machine learning can transform allocation decisions, sharpen risk management, and turn good ideas into durable performance.
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.