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How Machine Learning Is Transforming Portfolio Optimization

Using machine learning algorithms in portfolio optimization is a growing trend that investors should pay attention to.

Dangers and Opportunities Posed by the AI Skills Gap in Investment Management

AI is more than just another technology. It is a transformative force with the potential to redefine investment management. The industry's most significant barrier to harnessing this power is the widening AI skills gap.

CFA Institute/IAA Issue Survey Report on Firm Practices for Complying with the SEC Marketing Rule

Survey results: How firms are dealing with some of the most challenging issues in the SEC Marketing Rule.

Navigating the Risks of AI in Finance: Data Governance and Management Are Critical

Big data-driven AI in financial services is a technology that augments human capabilities. We are living in countries governed by the rule of law, and only humans can adopt safeguards, make decisions, and take responsibility for the results.

Market Efficiency vs. Behavioral Finance: Which Strategy Delivers Better Returns?

Team Efficient Markets vs. Team Behavioral Finance: It's the academic equivalent of Lakers vs. Celtics.

How Private Capital Markets Are Disrupting Traditional Finance and Economic Indicators

Banks and other traditional capital providers are no longer the primary source of capital for the economy. This shift has increased the diversity of capital providers but also has fragmented the capital markets.

Central Banks and the Green Economy: A Path to Sustainable Growth

The Fed and other leading central banks are progressively aligning with climate change policies. This marks an evolution toward a greener form of capitalism in the global capital markets.

Elusive Alpha, Corrosive Costs

The cost of institutional investing has become an impossible burden. Reduce costs. Give alpha a chance.