Asset Allocation
Total Portfolio Approach Is a Spectrum, Not One-Size-Fits-All
Different investors can take different approaches to adopting a holistic portfolio view, according to a CFA Institute white paper.
Tag: CFA Institute
Exec Sentenced for Embezzling Millions From CFA Institute
Michael Collins, who stole $5 million from the organization as its chief marketing officer, will serve up to nine years in prison.
Alternatives
What the Push for Alts in Retail Channels Means for Institutional Investors
Limited partners have questions about their managers’ quest for new sources of capital.
Newsmakers
CFA Institute Names Naqvi Managing Director of Research, Advocacy and Standards
Mona Naqvi, whose position is to begin in September, will inform the organization’s research, insights and policy.
Alternatives
CFA Institute Launches Private Equity Certificate
The Advanced Private Equity Certificate aims to equip PE professionals with applicable skills.
Newsmakers
Karyn Vincent, Senior Head of Global Industry Standards at the CFA Institute, to Step Down
Vincent, who is also the GIPS standards executive director at the institute, will leave that post at the end of January.
Asset Allocation
CFA Establishes GIPS Guidance for OCIO Providers
Effective December 2025, the framework – which has been in development for several years – will be mandatory for firms that claim compliance with GIPS standards.
Pensions
Netherlands Holds Best Retirement System in the World for Another Year
Iceland and Denmark retained their spots near the top of the Mercer CFA Institute Global Pension Index, although the report noted the global need for retirement reform amidst falling birthrates and increasing longevity.
Newsmakers
Investors Should Understand ‘How the System Works for You,’ per CFA Institute Head Franklin
In a wide-ranging conversation, Margaret Franklin shares ‘essential principles’ and her thoughts on private markets, artificial intelligence, responsible governance and more.
Corporate Moves
Investment Firms’ AI Adoption Hindered by Lack of Standards, CFA Institute Finds
A recent survey found that investment professionals agree AI standards are needed before they utilize the technology.
Newsmakers
CFA Institute Appoints 4 New Members of Board of Governors
Marshall Bailey was appointed as chair of the governing body.
Research
CFA Institute Develops Framework to Clear Up Passive/Active Confusion
According to the association, the ‘bifurcation between active and passive investment products is outdated.’
Research
How AI Can Help Asset Managers Do Their Jobs
Digging up data, boosting productivity, divining client needs—these are among the benefits artificial intelligence can bring, per a BCG report.
Research
Marketing-Rule Compliance Survey Closes April 1
IAA and the CFA Institute are conducting a survey of adviser compliance practices on the SEC’s Marketing Rule.
Manager Selection
Missouri LAGERS Begins Search for New CIO
CIO Brian Collet, who has led the system to 8.5% annualized returns over the last 15 years, will depart at the end of January.