Welcome to RPC Labs
An Open Community at the Intersection of Finance and Technology Explore GitHub RepositoriesWhat Is RPC Labs?
RPC Labs is a CFA Institute Research and Policy Center initiative designed to foster collaboration between finance professionals, data scientists, and developers.
Repository Showcase
-
Contains heatmap visualisations from a CFA survey investigating usage of AI and big data technologies for different workflows among investment professionals across the industry.ActiveLast updated Feb 04, 2025 • View on GitHub
-
Code repository for The Automation Ahead series, showcasing practical examples for GenAI-driven automation in investments. Each installment dives into specific tools, techniques, and use cases to help professionals assess and apply GenAI effectively.Active LLMLast updated Apr 16, 2025 • View on GitHub
-
An open-source platform for modeling systemic climate transition risks in financial systems. Developed by CFA Institute RPC & UK CGFI.Active CollaborationLast updated Jan 13, 2025 • View on GitHub
Why It Matters
- Practical innovation: RPC Labs provides tools, resources, and a community to address real-world challenges in portfolio management, risk analysis, and more.
- Navigate change: Technology is transforming investment management. Tools such as AI, machine learning, and open-source collaboration are becoming essential.
- A collaborative ecosystem: By connecting experts from finance and technology, RPC Labs accelerates innovation while helping members develop future-ready skills.
Why Should Investment Professionals Use These Platforms?
-
GitHub
- A modern workspace: GitHub is where today's innovation happens. From managing version control to collaborating on tools, it’s the backbone of open-source development.
- Hands-on tools: Explore GitHub for ready-to-use financial models and open-source tools for portfolio analysis, AI applications, and more.
- Learn and contribute: Even if you're not a coder, GitHub allows you to propose ideas, review tools, and learn how tech-driven workflows work.
-
Discord
- Real-time engagement: Join discussions with peers and experts, ask questions, and share insights in a dynamic, interactive environment.
- Bridging the gap: Discord makes complex topics approachable through structured channels, live events, and collaborative problem solving.
-
Why Now?
- Stay relevant: As AI and technology redefine the industry, familiarity with platforms like GitHub and Discord will give you a competitive edge.
- A safe learning space: RPC Labs is designed for finance professionals new to technology, offering tutorials and beginner-friendly resources.
Get Started
Getting Started with GitHub
- Create your GitHub account if you don't have one already.
- Learn the basics with the GitHub Introduction Guide.
- Explore repositories, understand version control, and start navigating open-source projects.
Joining and Navigating Discord
- Log in or register for a free Discord account.
- Join the Official RPC Labs Discord Server.
- Complete the onboarding process, which covers communication etiquette and Discord usage tips.
- Start collaborating and participating in discussions.
Contributing to RPC Labs Projects
- Review our Code of Conduct to understand our community values.
- Follow the Contribution Guidelines for submitting ideas or code.
- Browse existing projects and issues to find areas where you can contribute.
- Start a discussion for new feature requests, bug reports, or opportunities to improve.
Research Related to RPC Labs
Featured
RAG for Finance: Automating Document Analysis with LLMs
This article explores how retrieval-augmented generation (RAG) enhances investment research by enabling LLMs to analyze unstructured documents like proxy statements. Through a detailed case study, it highlights RAG’s strengths in retrieving governance and compensation data—and its limitations with nuanced reasoning and quantitative precision. The piece offers practical guidance on structuring RAG workflows, enriching metadata, and combining RAG with agents and function calling for more robust automation.
Synthetic Data in Investment Management
Understanding where automation can deliver the most value is a critical first step. This introduction and automation framework provide a foundation for developing an intuitive understanding of the technology, while identifying high-impact opportunities for GenAI-driven automation to help professionals think strategically about its applications
Practical Guide for LLMs in the Financial Industry
This guide provides an overview of how financial professionals can select, evaluate, and deploy artificial intelligence (AI) models tailored to financial tasks, helping maximize efficiency, insight quality, and return on investment in adopting AI into their workflows.
