CFA Institute

Shorter settlement periods are meant to protect market participants. But the new T+1 settlement cycle for US equities may have undesirable knock-on effects for financial market participants around the world, including index fund managers, cautions Tim Batho. #FTSERussell #EnterprisingInvestor https://lnkd.in/eVVTw3iZ

🌍 From Local Kickoffs to the Global Final in Warsaw 🏆 This year’s CFA Institute Research Challenge journey has been nothing short of spectacular, showcasing the dedication and expertise of students from around the world. Starting from local competitions and culminating tomorrow, 16 May, in the Global Final in Warsaw, Poland. The 6,700 talented participants have invested over 100 hours preparing, stepping into the roles of research analysts, and honing the skills essential for their future careers. From the local to the regional, and now to tomorrow's exciting finale, each phase has rigorously tested their knowledge and resilience. Take a look at the complete journey of all the teams and celebrate with us as we get ready for the Global Final! 🌟 Thank you to all the participating universities, volunteers, companies, and the supportive CFA Societies that made this challenge possible. Your commitment is shaping the next generation of finance professionals!

Discover the historical performance of a high dividend #yieldstrategy, with this comprehensive examination of the Chinese dividend market. Read the S&P Dow Jones paper here. https://cfainst.is/3UyUg1s #ARXCFAInstitute

Despite some limitations, AI stands to offer significant advantages over traditional approaches to identifying and predicting financial crises. Sebastian Petric, CFA, highlights some of the key findings from research he and colleagues at the University of Liechtenstein recently conducted. Michael Hanke Merlin Bartel https://bit.ly/4aeRwME

🎙️New Enterprising Investor episode: Andy Lee, The Potential of Tax Receivable Agreements. In this episode, host Mike Wallberg, CFA, MJ engages with Andy Lee , founder of Parallaxes Capital, to uncover the hidden gems within tax receivable agreements. Andy shares his insights on how these agreements, akin to pharmaceutical and musical royalties of past decades, offer investors long-term cash flow opportunities often overlooked by many. Join the conversation as Andy sheds light on his unique approach to finding value in the financial market: https://cfainst.is/3TnlWWw

📢 Don’t miss our webinar this week on AI’s game-changing role in the finance landscape. Gain insights into the evolving responsibilities of investment professionals, the impact of alternative data, and the data science skills essential for success. Plus, you’ll have the opportunity to engage with our expert panelists, Anastasia Diakaki, Andy Moniz, and Brian Pisaneschi, CFA, during the live Q&A session! Reserve your place now and join the conversation on shaping the future of finance: https://cfainst.is/3xdgrCr Not able to join us live? Register to receive the recording. #CFAInstituteEvents

Portfolios that include both productive and scarce assets can deliver similar performance to the S&P 500 with less risk than those that hold only productive assets. Max Golts, PhD, and Gregory C. Jones, PhD, explain the nature of productive and scarce assets and how to quantify productivity and scarcity. #EnterprisingInvestor https://bit.ly/4ait50R

This year, over 6,700 students from more than 1,000 universities in over 95 countries competed in the CFA Institute Research Challenge. Starting at the local level, their journey took them to the regionals and finally to the upcoming Global Finals in Warsaw, Poland this week. These students assumed the role of a research analyst and get tested on key skills they will need as they grow in their careers. 🔍 The result? Insightful and detailed financial reports across major global companies. For many participants, the Research Challenge, combined with the CFA Program, marks the beginning of a promising and successful career. Here's a look at the reports and work that will be presented at this year's Global Final on 16 May!

Find out why the value of real options in labour market settings is vital when explaining optimal career choices and compensation. https://cfainst.is/4a4j3jO #ARXCFAInstitute

Coming up this week! Register now! On Thursday, May 16, Frank Fabozzi, CFA speaks with Nobel Prize winner and CFA Institute Research Foundation 2023 Vertin Award winner Robert C. Merton. Listen to their discussion about the impact of digital transformation on the investment industry, the state of play for measuring and monitoring macro financial risk, and the industry’s role in driving society’s transition to net zero. https://bit.ly/3JWt481