Asset

Asset managers have to define what they mean by responsibility and align their products with that definition. And they need to invest in data, technology, and people in order to…

A global pandemic, a rapid spike in market volatility, and a renewed push for social reform, among other events, have acted as catalysts for change in the United States this…

Responsible innovation can mean different things to different people. Whatever its final definition, its two integral concepts — innovation and responsibility — need further explanation. Innovation means change. What does…

Technology wasn’t unimportant before COVID-19. But the pandemic and associated lockdowns have changed the calculus. Billions of us now use technology and telecommunications to communicate, work, learn, shop, entertain ourselves,…

Machine Learning for Asset Managers. 2020. Marcos M. López de Prado. Cambridge University Press (Cambridge Elements in Quantitative Finance Series). Some asset managers view machine learning (ML) as a breakthrough…

Special-purpose acquisition companies (SPACs) have surpassed traditional initial public offerings (IPOs) in volume this year and some have hailed them as a new asset class that all investors should consider…

For more on decentralized finance (DeFi), register for the Decentralized Finance for Investment Professionals online course from CFA Institute. “The future of assets is tokenized.” That’s what Mona El Isa,…

For decades, strategic asset allocation has been considered the driving force behind investment portfolio returns. But the old adage that allocation determines 90% of performance is rapidly becoming outdated. Over…

How does an organization attract and engage its various stakeholders? An inspiring purpose articulated in a mission statement may be one of the most effective methods. The author Simon Sinek…

Gender lens equity investing developed from a substantive body of research demonstrating the financial, risk management, decision-making, and other corporate benefits of higher levels of women in leadership (WIL). In…