Career Success: Navigating the New Work Environment
Khalid Kal Ghayur, CFA, FSIP, and Dwight D. Churchill, CFA, CFA Institute (December 2017)
Making Global Career Transitions
Heather Brilliant, CFA, Career Conversations Interview, CFA Institute (10 October 2017)
Managing Your Career through Effective Asks
Maya Tussing, Career Conversations Interview, CFA Institute (21 September 2018)
Positioning Yourself with Resumes and Social Media
Jared Redick, Career Conversations Interview, CFA Institute (21 September 2018)
CEO’s Insights: Building a Financial Services Start-Up
Radhika Gupta and Shreenivas Kunte, CFA, CIPM, CFA Institute Live Webinar, CFA Institute (14 February 2019)
Fintech 2018: The Asia Pacific Edition
Larry Cao, CFA, CFA Institute (19 October 2018)
“Fintech in Investment Management”
CFA Program Level I, 2019 Curriculum Refresher Reading
“Fintech in Investment Management”
CFA Program Level II, 2019 Curriculum Refresher Reading
“For Humans Only: Five Tips for Outstanding Customer Service”
Barbara Stewart, CFA, Enterprising Investor (13 August 2018)
Machine Learning Insights: Digital MSME Lending, a Disruptive Game Changer
Shalabh Singhal, CFA, and Shreenivas Kunte, CFA, CIPM, CFA Institute Live Webinar (31 January 2019)
“Discretionary Investing in the Age of Artificial Intelligence”
Parijat Garg, CFA, Enterprising Investor (18 November 2018)
“The Robots Are Coming! The Robots Are Coming!”
Lauren Foster, Enterprising Investor (21 May 2018)
“Humans vs. Machines: The Stress Management Edge”
Lauren Foster, Enterprising Investor (10 December 2018)
“Artificial Intelligence-Driven Investing: High Alpha behind the Buzz”
Dan Philps, CFA, Enterprising Investor (17 May 2018)
“Big Data and Artificial Intelligence in Investment Management: FAQs and Answers”
Yoshimasa Satoh, CFA, Enterprising Investor (15 January 2019)
“Continual Learning: Will AI Give Gray Hair a Pay Cut?”
Dan Philps, CFA, Enterprising Investor (24 January 2019)
“Algorithmic Trading: An Introduction to the Nuts and Bolts”
Parijat Garg, CFA, and Shreenivas Kunte, CFA, CIPM, CFA Institute Live Webinars (26 July 2018)
“Algorithmic Trading and High-Frequency Trading”
CFA Program Level II, 2019 Curriculum Refresher Reading
“The Fintech Files: Three Truths and Two Myths”
Larry Cao, CFA, Enterprising Investor (14 March 2017)
“When Will Marketplace Lending Platforms Offer Mortgages?”
Manuel Stagars, CFA, CAIA, ERP, Enterprising Investor (27 September 2016)
Guidance and Case Studies for ESG Integration: Equities and Fixed income
CFA Institute and Principles for Responsible Investing (PRI) (2018)
“Why and How Investors Use ESG Information: Evidence from a Global Survey”
Amir Amel-Zadeh and George Serafeim, Financial Analysts Journal, Volume 74, Issue 3
Mainstreaming Sustainable Investing
Michael J. Greis, CFA, CFA Institute Research Foundation (25 October 2018)
Handbook on Sustainable Investments: Background Information and Practical Examples for Institutional Asset Owners
Swiss Sustainable Finance and CFA Institute Research Foundation (December 2017)
ESG Investing Insights: Social Business is Good Business
Aarti Wig and Shreenivas Kunte, CFA, CIPM, CFA Institute Live Webinar (15 March 2018)
“Factor-Based Asset Allocation vs. Asset-Class-Based Asset Allocation”
Thomas M. Idzorek, CFA, and Maciej Kowara, CFA, Financial Analysts Journal, Volume 69, Issue 3
Insights on Smart Beta and Factor Investing
Jason Hsu, PhD, and Shreenivas Kunte, CFA, CIPM, CFA Institute Webinar (28 June 2018)
“Smart Beta: Broken by Design?”
Nicolas Rabener, Enterprising Investor (11 February 2019)
“Balancing Professional Values and Business Values”
John C. Bogle, Financial Analysts Journal, Volume 73, Issue 2
“The Modern Corporation and the Public Interest”
John C. Bogle, Financial Analysts Journal, Volume 74, Issue 3
“Return on Integrity: The New Metric for Financial Performance”
Barbara Stewart, Enterprising Investor, 08 February 2019
Investment Management: A Science to Teach or an Art to Learn?
Frank J. Fabozzi, CFA, Sergio M. Focardi, and Caroline Jonas, CFA Institute Research Foundation (1 May 2014)
The Future of Investment Management
Ronald N. Kahn, CFA Institute Research Foundation (12 November 2018)
The Current State of Quantitative Equity Investing
Ying L. Becker and Marc R. Reinganum, CFA Institute Research Foundation (June 2018)
Investment Firm of the Future
CFA Institute (May 2018)
Future State of the Investment Profession
CFA Institute (May 2017)
Alternative Investments: A Primer for Investment Professionals
Donald R. Chambers, Keith Black, CFA, and Nelson J. Lacey, CFA Institute Research Foundation (March 2018)
Types of Publicly Traded Real Estate Securities
2019 Curriculum Refresher Reading, CFA Program Level II
Private Real Estate Investments
2019 Curriculum Refresher Reading, CFA Program Level II
Commodities as an Investment
Gerald R. Jensen, CFA, Jeffrey M. Mercer, CFA Institute Research Foundation (September 2011)
“Let’s Get Physical: Body Language and Success”
Barbara Stewart, CFA, Enterprising Investor (5 February 2018)
“Six Networking Lessons to Remember”
Charlie Henneman, CFA, Enterprising Investor (1 January 2014)
“Resources to Support Your ‘Soft’ Skills Development”
Heather Packard, Enterprising Investor (4 April 2012)
“Soft Skills for Finance: The Power of Influence”
Heather Packard, Enterprising Investor (29 November 2012)
“Five Key Strategies for Building Trust with Your Clients”
Heather Packard, Enterprising Investor (6 September 2012)
Meditation Guide for Investment Professionals
Jason Voss, CFA Institute (2016)
The Role of Teambuilding in Leadership
Barbara Mintzer-McMahon, CFA Institute Career Conversations Interview (21 September 2018)