This week! Frank Fabozzi, CFA speaks with Nobel Prize winner Robert C. Merton.They will discuss the impact of digital transformation on the investment industry, measuring and monitoring financial risk, and driving society’s transition to net zero.

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Watch the latest Mandarin podcasts from CFA Society Beijing to discover more about investment philosophies, what we have learned from previous #economiccycles , and the outlook for Hong Kong and mainland China’s #stockmarkets . cfainst.is/4aYSe1Q

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Small-cap companies are poised for a rebound, maintains David Barr, CFA. An active investment strategy where expertise and an understanding of the individual businesses and their characteristics are necessary for success, he advises #EnterprisingInvestor .

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Are investment returns random over time as Burton Malkiel suggests in his book, 'A Random Walk Down Wall Street?' David Blanchett, PhD, CFA, CFP and Jeremy Stempien's research suggests that practitioners may need to rethink their portfolio optimization.

bit.ly/4b6EEct

Find out how China supplemented its #monetarypolicy stimulus with the issue of special government bonds and why Chinese bond yields fell further in Q1 2024. Read the FTSE Russell Fixed Income Insights on ARX. cfainst.is/3UD9cgj

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Most rich families become poorer after several generations. While taxes account for some of the loss, the choices that heirs make account for most loss in wealth over generations Raphael Palone, CFA, writes in #EnterprisingInvestor . #GenerationalWealth
blogs.cfainstitute.org/investor/2024/…

Mark your calendar for these May webinars!

Gain valuable insights into the latest industry developments on artificial intelligence, discover emerging trends, explore the fundamentals of ESG investing, and more.

Register: cfainst.is/3trtqil

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Explore the global #crypto landscape with market analyst Jamie Coutts of Bloomberg Intelligence, who provides insights into latest trends, regulatory shifts, and institutional developments across #crypto currencies and #digitalassets . cfainst.is/4begm00

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🌍 6,000+ students from 95 countries showcase their talent each year in the CFA Institute #ResearchChallenge .
Hear from past winners about their career-defining experience and mark your calendars for the Global Final on May 16! 🏆

Governments relish mingling in markets. If past policies are any guide, taxpayers are being shortchanged, argues Sebastien Canderle. He tells #EnterprisingInvestor readers that western democracies have adopted a hybrid version of state capitalism.

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Smart rebalancing rules help portfolio managers capture more of the return inherent in their factor strategies, Rob Arnott advises in #EnterprisingInvestor . Concentrating on “priority best” trading improves factor portfolio performance.

blogs.cfainstitute.org/investor/2024/…

Some 90% of data is unstructured, according to new research released today from CFA Institute Research and Policy Center. Discover how savvy asset managers harness it through open-source communities. #FinancialInnovation #InvestTech
rpc.cfainstitute.org/en/research/re…

IFRS 18 ushers in the most significant change to the statement of profit or loss since IFRS Accounting Standards were introduced more than 20 years ago, advises Nick Anderson.

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Find out how China is seeking to enhance investor returns. We look at new guidelines encouraging A-share companies and #SOEs to undertake more shareholder-friendly initiatives. cfainst.is/3Js0VWe

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Meir Statman speaks with Mike Wallberg, host of Enterprising Investor podcast. He shares his insights on financial well-being and its interconnection with life satisfaction. This Enterprising Investor blog post highlights key talking points.

bit.ly/4aWi9H8

Congrats to all who passed the March #CIPM Exam for Levels I & II! 🎉

Your journey & dedication inspire us all.

Check emails for results or click here for direct access: bit.ly/3WkikYm

🌟 Over 1000 finance pros gathered at #MEIC to shape the future of investing in Saudi Arabia & MENA. From new CFA charterholders to industry experts, the insights were inspiring!

Thank you to everyone who contributed to the discussions & networking!

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