Newsmakers
CFA Institute Appoints 4 New Members of Board of Governors
Marshall Bailey was appointed as chair of the governing body.
Tag: CFA Institute
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.
New Definitions Proposed for Responsible Investing
CFA Institute-led group seeks to provide verbiage for investors that promotes unifying around common, accurate and consistent definitions for responsible investment practices.
Research
CFA Institute Produces Plan to Gauge OCIO Performance
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.
Pensions
Netherlands Ranks 1st Among 47 Global Pension Systems
The 2023 Mercer CFA Institute Global Pension Index ranked pension funds around the world on adequacy, sustainability and integrity; the US got a C+.
Risk
CFA Institute Systemic Risk Council Adds 3 New Members
The policy and regulatory reform advocacy group expands to 19 with new experts from Germany, France, and the US.
Research
CFA Institute Launches Research and Policy Center
The center will seek to provide new insights into the future of the investment industry.
Research
How to Measure OCIO Performance
A CIO panel explored different ways for allocators to assess their outsourced investment chiefs.
CFA Institute Relaunches Foundations Program
Certificate program is designed for non-investment professionals to gain understanding of the global investment industry.
Manager Selection
NTAM Names BlackRock Exec as New President
Daniel Gamba replaces Shundrawn Thomas, who left last summer, at Northern Trust’s asset management arm.
Newsmakers
More Than 100 Investment Organizations Sign CFA’s Diversity Code
Top-flight entities, from CalPERS to Cambridge Associates, pledge to boost DEI and track their progress.
Pensions
CDPQ Adopts CFA’s Asset Manager Code
The $287.3 billion pension giant announces it is the first Canadian fund to sign on to the code.
Pensions
Iceland Tops Global Pension Index Again
The Netherlands and Denmark round out the top three for the second straight year.
Research
‘Disruption Is the Only Constant,’ CFA Institute Research Finds
Technology, sustainability expected to drive the future of work in investment management.