Sep 2022 » ESG
Is SDG-Washing a Risk for Listed Equities? The case for engagement as a key method for listed equities to align with the UN Sustainable Development Goals should be explored further, say Omar Shaikh and Usman Hayat, CFA.
Read MoreJul 2022 » Inclusion and Diversity
Addressing equity in the investment industry. Diversity, Equity, and Inclusion have become key issues for the global investment industry, but there is still a long way to go, particularly on the ‘equity’ component, says...
Read MoreMay 2022 » Technology
This article will cover a brief piece of proprietary research exploring a relatively new machine learning approach to enhance portfolio optimisation problems: the TIC (Theory-Implied Correlation) matrix approach.
Read MoreMay 2022 » Climate Change
Could active managers raise the bar when running climate-focused funds? Research from Pensions for Purpose has revealed that active managers have a long way to go on benchmarking climate funds, says Chair and Founder...
Read MoreMay 2022 » Gender Diversity
Building diverse and equitable investment businesses. There are several things the investment industry can be doing better if it wants to attract more senior women into its ranks, says Mark Freed.
Read MoreApr 2022 » Analysis
What challenges face Islamic investments? There are challenges ahead for the global Islamic asset management industry, but also structural drivers that could support further growth, say Alastair Sewell, CFA and Bashar...
Read MoreMar 2022 » Technology
What does the future hold for real estate? The line between technology and real estate is blurring, bringing new opportunities and asset classes, particularly in the residential, office, and biotech spaces, says...
Read MoreMar 2022 » Technology
This article provides an introduction to past research papers focused on accounting-related intangible items, and their implications in terms of absolute and risk-adjusted returns for investors with emphasis on equity...
Read MoreFeb 2022 » Climate Change
Monica Filkova, CFA, Chair of CFA UK Certificate in Climate & Investing panel, talks about the prevalent role the financial sector has to play in the transition to net-zero, and how CFA Society UK takes its...
Read MoreFeb 2022 » Inclusion and Diversity
Deirdre Cooper is an industry veteran in the sustainability sector. She talks to Professional Investor about her career and her investment approach, her passion for sustainable finance, and why regional justice is so...
Read MoreFeb 2022 » Inclusion and Diversity
Introducing the reboot. FS Race to Equality Index. The reboot. FS Race to Equality Index, which assesses D&I levels across the financial services industry and creates a scorecard for each sector, shows that there...
Read MoreJan 2022 » Inclusion and Diversity
Rayna Lesser Hannaway, CFA, is a portfolio manager and analyst at Polen Capital. She talks to professional investor about her career, her investment philosophy, and about key lessons she has learnt along the way.
Read MoreFeb 2019 » From the Archive
Debate about how the investment profession should evolve to meet its duties and obligations has always been a key concern for members, as demonstrated by this article, published in The Investment Analyst, September 1974.
Read More» Inclusion and Diversity
Gina Miller is leader of the True and Fair Party and co-founder of SCM Direct and MoneyShe. She is an activist, philanthropist, and now, political figure. At CFA UK’s virtual conference, Miller talked to Will Goodhart...
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