Investment Innovations Toward Achieving Net Zero
More than 50 authors from the United States, Europe, and Asia collaborated on 16 research projects. Learn MoreRecently Published
Green and Transition Finance on the Municipal Level: Case of Huzhou City
By Ma Jun, and Yunhan Chen
Attribution of Portfolios with Climate-Related Signals
By Andrew Ang, Debarshi Basu, and Marco Corsi
Influence and Predictive Value of Seeking Alpha Articles
By Wolfgang Breuer, Andreas Knetsch, and Eric Sachsenhausen
Reconciling Portfolio Diversification with a Shrinking Carbon Footprint
By Patrick Bolton, Marcin Kacperczyk, Henrik Lorin Rasmussen, and Frédéric Samama
Thematic Content
Capital Markets
Mercer CFA Institute Global Pension Index 2024
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Technology
The Automation Ahead - A New Content Series
This series breaks down the reality of GenAI’s current state, guiding you through the innovations, possibilities, and risks of this new wave of automation.
Industry Future
The Finfluencer Appeal: Investing in the Age of Social Media
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Sustainability
How to Build a Better ESG Fund Classification System
"ESG funds" refers to investments that consider environmental, social, and governance factors. Despite attempts to define them, the term remains unclear. This report suggests classifying ESG funds by their focus on risk-adjusted returns, managing systemic ESG issues, and achieving specific environmental and social goals, aiming to refine their classification.
Blogs
A Guide for Investment Analysts: Toward a Longer View of US Financial Markets
From the dominance of railroads in the 19th century to the emergence of multi-sector indexes, Edward McQuarrie’s latest historical lens offers invaluable insights for analysts working with older data. By integrating this knowledge into modern strategies, analysts can better navigate market cycles, understand long-term trends, and refine their investment approaches.
When Tariffs Hit: Stocks, Bonds, and Volatility
Recent years have shown us how quickly market sentiment can shift with policy changes. In his latest post, Marc Fandetti, CFA, delves into the effects of tariff announcements in 2018 and 2019 on stocks, bonds, and volatility. While tariffs disrupted markets momentarily, their long-term influence on capital markets appeared minimal, at least during this period. The data reminds us of the importance of looking past immediate noise to see broader trends.
Agency Risk in the Lower Middle Market: A Guide for PE Professionals
In his Enterprising Investor debut, Eric McCarthy, CFA, explores the risks unique to the Lower Middle Market and offers practical advice for mitigating challenges. Learn strategies to navigate this complex ecosystem and improve deal outcomes.
More
Handbook of Artificial Intelligence and Big Data Applications in Investments
Net Zero in the Balance
Beyond Active and Passive Investing: The Customization of Finance
Watch the Debate: New Insights on Stocks for the Long Run
The 2024 Conversations with Frank Fabozzi, CFA
Choices Matter When Training Machine Learning Models for Return Prediction
