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BUILDING SOCIETY EXCELLENCE
CFA Institute and CFA Society network are leaders in providing in-depth insights about the investment world of today and what that means for the industry of tomorrow. Here is a glimpse at what we’re working on now and into the future. Dates are subject to change.
September 2022
In Market
Allocating to thematic investments can be difficult because they have exposures to multiple risk factors. The authors propose using a framework based on robust portfolio optimization to make themes fit in traditional multi-asset portfolios.
Members can stay current on what's important in the constantly evolving investment industry with readings taken directly from the CFA Program curriculum.
October 2022
The Mercer CFA Institute Global Pension Index uses three sub-indices—adequacy, sustainability and integrity—to measure each retirement income system against more than 50 indicators. The Index is published by Mercer, in collaboration with CFA Institute and the Monash Centre for Financial Studies.
01 October 2022
This paper highlights key challenges faced by ESG investors and portfolio managers implementing ESG investment mandates. It then addresses these challenges focusing on relevant fund reporting, provides guidance on the information required to make informed ESG investing decisions, and proposes a performance evaluation and attribution framework to support the ESG investment management process.
Increasing use of AI in investment management poses new ethical challenges for firms and professionals. This paper examines good ethical practices for the design, development, and deployment of AI in investment processes.
Accepting Registrations
The SEC and the CFTC jointly proposed amendments to Form PF that would significantly increase the amount of information required to be included on the form. This comment letter addressed performance-related components of the proposal.
Target Release: October
The OECD Corporate Governance Committee is conducting a public consultation on revisions to the G20/OECD Principles of Corporate Governance. The overall objective of the review is to update the Principles in light of recent evolutions in capital markets and corporate governance policies and practices.
November 2022
Gain practical guidance around climate change and climate-related finance matters in this online course. (USD 309 member/339 nonmember)
In the financial services context, gamification and other trends are here to stay, and we need to develop the right set of approaches to maximize their benefits. As we discuss more fully in this paper, our recommended approach is three-pronged—comprising principles, conduct, and disclosures.
Theme: Strengthening Capital Markets
More than half of the world's total gross domestic product involves activities that are moderately or highly dependent on nature. This white paper outlines the issues, provides investors with best practices, discusses tools to incorporate natural capital in the investment process, and presents case studies to provide practical examples.
Theme: Addressing Sustainability Challenges
In collaboration with CFA Societies in APAC, ARX organized a closed-door roundtable among industry practitioners to examine ESG investing in emerging markets. Key topics included latest trends, regulations, and technological innovations.
The authors demonstrate that trade informativeness is highest for institutions and lowest for the retail group of traders. Algorithmic trading generally provides advantages versus manual trading, especially in certain scenarios.
All companies, even green ones, can have material climate exposure. The authors propose a better measure of supply-chain climate risks that captures price movements, shows performance patterns, and can be applied to portfolio decisions.
December 2022
The authors propose a method that uses firm-level measures of macroeconomic exposures to produce better estimations for equity strategies versus standard methods. This approach has applications for equity portfolio construction.
Target Release: December
This joint report with CFA Society Spain will focus on the impact of the impact of the EU digital agenda and fintech legislation, and map the EU regulatory agenda on fintech, as well as any regulatory changes on fintech taking place in member states. The report will be based on an informal survey that was conducted with the CFA Society network in Europe.
Theme: Using Data and Technology Developments
This paper introduces a cohesive series of models designed to improve retirement income projections. The framework can produce guidance that differs from the advice generated by models that use more basic assumptions.
This English translation of CFA Society Germany's position paper will assist in outreach activities on pensions in the EU together with the Mercer CFA Institute Global Pension Index.
January 2023
Target Release: January
This report will examine if pension system design plays a role in determining pension sustainability and integrity. It will evaluate various features of pension systems (e.g., private vs. public) against the integrity and sustainability of the systems (as shown in the scores from the Mercer–CFA Institute Global Pension Index) over the years.
Theme: Influencing and Impacting the Profession
This research paper is a practitioner-focused analysis of the manner in which investment professionals have considered integrating crypto-assets and crypto-currencies into their investment decision-making processes.
This joint project with CFA Society France will review the claim that regulation in general and MiFID II in particular is responsible for the observed drop in market research coverage in Europe since 2000.
These procedures provide guidance to independent third parties for providing assurance on the design and implementation of the policies and procedures underlying an investment product’s ESG approaches for compliance with the Global ESG Disclosure Standards for Investment Products.
Theme: Sustainability
Monograph based on the virtual event marking the 20th anniversary of the 8 November 2021 Equity Risk Premium Forum.
This guide to integrating ESG information draws from a number of CFA Institute publications to present a framework for identifying ESG information, assessing the materiality of ESG information, integrating ESG information into analysis and valuation, and presenting ESG information in research reports.
Target release: January
This is an update of a previous survey, conducted in 2013, “Restricting Sales Inducements,” that focused on the issue of the mis-selling of financial products and the implications of the inducements practice.
Theme: Structural resilience of capital markets
February 2023
Target Release: February
This handbook will provide investment and data science professionals with an up-to-date reference on fintech.
14 February 2023
Target Release: 14 February
March 2023
Target Release: March
01 March 2023
May 2023
Target Release: May
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