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About us
The Research and Policy Center, a new flagship offering of CFA Institute, transforms research insights into impact and action.
- Website
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http://rpc.cfainstitute.org
External link for Research and Policy Center
- Industry
- Financial Services
- Company size
- 51-200 employees
Updates
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By minimizing exposure to severe market downturns, investors can achieve higher risk-adjusted returns, preserve capital, and avoid the psychological toll of significant losses. Sebastian Petric, CFA, presents a methodology that identifies equity drawdowns using advanced spatial modeling, a significant advancement in financial risk management. hashtag #EnterprisingInvestor https://lnkd.in/gyC7CgAm
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Research and Policy Center reposted this
Game changer. #PrivateEquity will soon be able to invest in #NFL franchises. Stephen Deane, CFA weighed in from our side. What do YOU think this means for the league?
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We are excited to take part in Future Proof this week. Visit Allison Adams at tent #722 to learn more about how we are putting Insights into Impact.
We're excited to share we'll be at Future Proof next week! 🌴 Our very own, Margaret Franklin, CFA will be kicking off the festival with a session on attracting and retaining the next generation of wealth managers. Plus, you can visit us on tent #722 where Allison Adams, Head of Research Products and Services will be discussing all things Research and Policy Center. Hope to see you there! #FutureProofFestival
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Congratulations to Financial Analysts Journal Advisory Council Member Katrina Sherrerd, CFA, on being honored by Pensions and Investments as a 2024 Honoree of Influential Women in Institutional Investing. https://lnkd.in/ew62FUYJ
Among the most Influential Women are champions of diverse — and emerging — managers
pionline.com
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⏳ What is financial well-being? Catch the next Conversations with Frank Fabozzi, CFA, featuring renowned author and behavioral finance expert Meir Statman to find out. Learn how behavioral finance differs from traditional finance, how common psychological biases among investors impact investment decisions, and how cultural differences influence financial behaviors and attitudes toward investing. Register today: https://lnkd.in/eik3Gj-h
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NEW RESEARCH recommends policymakers in the UK, EU, and US to enhance ESG fund classification systems - focusing on three observable features to improve consistency and clarity issues with current frameworks such as unclear definitions and incomplete structures. Read How to Build a Better ESG Classification System to learn more: https://lnkd.in/exuuv853
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NEW RESEARCH TODAY! A new report that seeks to improve ESG fund classification through an in-depth review of current classification frameworks and rigorous definitions of fund-level features, as well as providing examples of rigorous definitions in practice. Thanks to authors Christopher Fidler and Nicole Gehrig for this excellent resource. Read "How to Build a Better ESG Fund Classification System," here: https://lnkd.in/exuuv853
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Dive into the latest #EnterprisingInvestor articles: 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, cautions Dan Philps, CFA, PhD. How Machine Learning is Transforming Portfolio Optimization ➡️ Using machine learning algorithms in portfolio optimization is a growing trend that investors should pay attention to. Investors will benefit from a basic understanding of ML algorithms and the impact these algorithms have on their portfolios, writes Jordan Doyle. Subscribe to read these and other insightful articles at: https://cfainst.is/3MzcnAH
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Celebrating ONE YEAR of transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society. Key research this year has addressed essential issues to the investment industry, including: 💡 Future State of the Investment Industry 💡 Private Markets: Governance Issues Rise to the Fore 💡 The Finfluencer Appeal: Investing in the Age of Social Media 💡 Net Zero in the Balance 💡 An Introduction to Alternative Credit 💡 Navigating Transition Finance: An Action List Visit our website to explore our body of work at rpc.cfainstitute.org. CFA Institute, Paul Andrews, Rhodri Preece, CFA, Allison Adams
CFA Institute Research and Policy Center
rpc.cfainstitute.org