DC Plan Sponsors: Seven Priorities for 2023
Defined contribution (DC) plans, among other retirement savings vehicles, are the most common ways that US workers save for retirement. DC plan programs in the United States totaled ...
Management & Communication Skills
Splitting the Risk: How to Manage Interest Rate Risk in Project Finance
Saudi Arabia’s economy is surging. The debt market tells the story: Banks in the Kingdom have extended more than SAR 2.2 trillion — that’s $587 billion in US dollars — in credit ...
How Do Smart Clients Invest in Themselves? Know Their “Why”
“Ultimately, there’s one investment that supersedes all others: Invest in yourself. Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used ...
The 10 Greatest US Investors and the Virtues That Made Them
“There can be few fields of human endeavor in which history counts for so little as in the world of finance. Past experience, to the extent that it is part of memory at all, is ...
Women in Alts: Leading with Inspiration, Intuition, and Impact
Women investing in alternatives aren’t just building wealth — they’re reshaping the future. With capital comes power, and a growing number of women are using that power to back ...
Quit to Win? Six Reasons Why Winners Quit
Binod Shankar, CFA, is the author of Let’s Get Real: 42 Tips for the Stuck Manager. Sometimes quitting is the right thing to do, whether it is leaving a city, a relationship, ...
Portfolio Confidential: Five Common Client Concerns
For the past three years, I’ve written a monthly column for Canadian MoneySaver called “Portfolio Confidential” that answers various investor questions. Some of these I receive from ...
Five Reasons Why Writing Is the Most Underrated Investment Skill
What does it take to be a successful investor? A healthy balance of technical skill, emotional intelligence, and intentional habits can help. This three-legged stool requires us to ...
Vices, Virtues, and a Little Humor: 30 Quotes from Financial History
Why do smart investors repeat the same mistakes generation after generation? Because financial instincts — like fear, envy, and overconfidence — are ancient, stubborn, and terribly ...
Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession
Future State of the Investment Industry draws the most clicks in 2023. The CFA Institute Research and Policy Center (RPC) focuses on four forward-looking research themes to drive ...
Top 10 Posts from 2023: The 10 Greatest Investors, ChatGPT, and the Active Management Delusion
1. The 10 Greatest US Investors and the Virtues That Made Them Who are the greatest investors of all time? Andrew Mitchell, founder of Ophir Asset Management, asked ChatGPT to ...
AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals
The promise of generative AI is speed and scale, but the hidden cost may be analytical distortion. A leaked system prompt from Anthropic’s Claude model reveals how even well-tuned AI ...
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