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CFA Guide Helps Advance Crypto Asset Valuation

November 30, 2023 by Eugene Grygo

CFA Guide Helps Advance Crypto Asset Valuation

An association for investment professionals, the CFA Institute, says that it is doing its part to foster a framework for crypto asset valuation by issuing a guide intended to help financial services firms working with smart contract platforms, decentralized applications, and bitcoin. The guide, “Valuation of Cryptoassets: A Guide for Investment Professionals,” was developed by… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Data Management, Operational Risk, Digital Transformation, FinTech Trends, Back-Office, Blockchain/DLT, Integration, GIPS News, Performance Analytics, Performance Attribution, Performance Measurement, Portfolio Management, Industry News Tagged With: automation, back office, CFA, CFA Institute, crypto-assets, cryptocurrencies, cryptocurrency trading, operational risk, pricing valuation, quantitative evaluation, Securities Operations

CFA & Others Collaborate to Define ESG Terms

November 8, 2023 by Louis Chunovic

CFA & Others Collaborate to Define ESG Terms

Like other big and complex industries, the world of Wall Street has always had an inclination for acronyms, which are meant to simplify the sometimes complex terminology of “responsible investment.” In theory, one of the most recently adopted acronyms — ESG, which stands for environmental, social, and governance — should be the easiest to understand and… Read More >>

Filed Under: Diversity & Human Interest, Governance, Diversity, Equity, and Inclusion (DEI), Digital Transformation, Standards, ESG Data & Investing, Performance Measurement, KYC, Industry News Tagged With: CFA, CFA Institute, compliance, environmental, environmental, social and governance (ESG), ESG investing, ESG metrics, wall street

CFA Focuses on Investment Industry Career Paths

June 20, 2019 by Eugene Grygo

CFA Focuses on Investment Industry Career Paths

Few would disagree that the investment industry is undergoing major changes as firms consider digital assets and digital transformations. With this in mind, the CFA Institute published last month a special report for investment professionals to help them “adapt and embrace new challenges and opportunities for career success.” The new report, “Investment Professional of the… Read More >>

Filed Under: FTF Bull Run Blog, Derivatives Operations, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Reconciliation & Exceptions, Risk Management, Settlement, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), Artificial Intelligence, FinTech Trends, Back-Office, Blockchain/DLT, Integration, Standards, Opinion, Minding the Gap, Performance Measurement, KYC, AML/Fraud/Financial Crime, Regulation & Compliance, Derivatives, Regulatory Reporting, Industry News, People Moves Tagged With: CFA, Digital Transformations, Eugene Grygo, investment industry, Minding the Gap

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