Social Content

Advocacy

When it comes to Islamic Finance and SRI investing, some believe that excluding assets based on moral values reduces the investable universe. However, studies show that solid ESG practices result in better operational performance of firms. Read more here: cfa.is/islamicfinsri

Advocacy

What are the five main hurdles to successful adoption of #AI and #BigData in investment? Read our report on the steps you can take to reach the top of the #FinTech pyramid cfa.is/AIPioneers

Advocacy

How can investment professionals help their clients achieve the wealth they desire? In this new book from the @CFAResearchFndn, Meir Statman explores the second generation of Behavioral Finance. Download the book today: cfa.is/2SRjZUO

Advocacy

The 2019 Graham and Dodd Scroll Award goes to “Comparing Cost-Mitigation Techniques” by Robert Novy Marx of @SimonSchool and Mihail Velikov of @smealcollege. Congratulations to the authors! The winning paper is open access for all. Read it here: https://cfa.is/2sFC2CA #financialanalystsjournal

Advocacy

The 2019 Graham and Dodd Awards of Excellence Top Award goes to “What is Quality?” by @hsu_jason, Vitali Kalesnik, and Engin Kose. Congratulations to the authors! The winning paper is open access for all. Read it here: https://cfa.is/2sFC2CA #financialanalystsjournal

Advocacy

Do you think your clients are rational? Your finance textbooks likely told you they’re just the opposite. Since the early 1980’s, it was largely accepted that people are “irrational” or misled by cognitive and emotional errors in the pursuit of “rational” wants, such as high wealth. The second generation of behavioral finance, as outlined by Meir Statman, is much more forgiving. People are now considered “normal” – neither rational or irrational – and suggests that high wealth is equally important to investors as social responsibility and status. Download the book here to learn more: https://cfa.is/39tC5lo #investing #finance #psychology

Advocacy

Want to learn more about African Capital Markets? @CFAResearchFndn recently published their first Africa-focused report that will allow investment professionals around the globe to better understand the continent’s market potential. Read the brief here: https://cfa.is/2OjIE1u

Advocacy

CFA Institute is proud to present the first ever Africa-focused publication from the CFA Institute Research Foundation. Through partnership with local CFA societies in South Africa, Nigeria, Mauritius, and Ghana, our emerging pre-society in Zimbabwe, and the African Securities Exchanges Association, this brief provides authoritative insights and analysis for current and prospective investors in African capital markets. Download the brief here: https://cfa.is/2qLDEtr #markets #investing

Advocacy

CFA Society Uruguay Collaborates with CFA Society Atlanta to Promote Local Financial Literacy #SocietyConnexions @CFA_URU @CFAAtlanta https://bit.ly/2WsU85c

Advocacy

Want to learn how to apply ethics in real life scenarios? Enroll in the Ethical Decision Making Program and share your ideas to put principles to practice and keep #GlobalEthicsDay2019 going all year long. https://t.co/WITrS28wU8

Advocacy

“I don’t think I’ve ever seen a choppier market, more difficult to predict, than the one that we find ourselves in today as fixed-income investors." — Anne Walsh, CFA, fixed-income CIO, @GuggenheimPtnrs #fixedincomeannual @pmjgross @Enterprising https://t.co/trYnocOuMo

Advocacy

“A portfolio manager once told me that half the research on my desk was a complete waste of time. ‘Figure out which half is garbage and you’ve just doubled your productivity,’ he advised.” — @RobertMartorana, CFA From the @Enterprising archives https://t.co/RyNKlefHdd

Advocacy

"AI will transform investment management, but it is not the mass extinction event for human investment managers that many fear." — @LarryCaoHK, CFA via @Enterprising https://t.co/EKPmFX737I

Advocacy

"A #machine is only as intelligent as the #data it learns from. The more comprehensive the training data, the more generalized the machine will process new events, thereby mitigating common pitfalls like #overfitting". Read the report cfa.is/AIPioneers