When slow is fast. This week I was part of a panel at the CFA Institute’s annual summer symposium, held at the University of Chicago. It was an honor to be part of the program, of course, but as it landed in the middle of earnings season and a range of other commitments, I was […]
116,000. That’s about how many CFA level 1 exams will be taken in 2017. For the first time, the curriculum includes introductory material in corporate governance and ESG analysis.* Snooze-city! you are saying. I barely followed the CFA curriculum when I was a candidate; why should I care now? Sometimes the most innocuous changes have the […]
73%. In a recent CFA institute survey, 73% of CFA’s report already using some form of ESG (environmental, social, governance) analysis as part of their investment process. No foolin’. For more details on the survey, see this link.