“Future state of the investment industry” resonates.
Below are the preferred top 10 articles of 2023 that the RPC has published since its inception:
1. “Future state of the investment industry”
This report details the important thing developments that may impact the investment industry over the following five to 10 years and is our hottest content of all articles in 2023. It provides investment professionals with a roadmap to navigate the changes and improve client outcomes.
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3. “Mercer CFA Institute Global Pension Index 2023”
This report provides the world’s most comprehensive comparison of 47 retirement income systems representing 64% of the world’s population and suggests ways to enhance the effectiveness of every retirement system examined.
4. “Apply economics – not gut feeling – to ESG”
Mainstream economics might be applied to ESG once we recognize that it is not any different from other investments that create financial and social value. This paper by Alex Edmans turns conventional pondering on ten key ESG issues on its head by applying sound economic principles.
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6. “Harry Markowitz in Memoriam”
Harry Markowitz modified investing together with his mathematical approach to portfolio selection. Decades later, his analytical framework stays on the core of contemporary behavioral finance. William Goetzmann, editor-in-chief of the magazine, explains the legacy of Markowitz’s innovations.
7. “CFA Institute Global Survey on Central Bank Digital Currencies”
eighth. “An Examination of Greenwashing Risks in Mutual Fund Disclosures: An Investor Perspective”
Nicole Gehrig and Alex Moreno analyze mutual fund disclosures related to environmental, social and governance (ESG) information from an investor perspective to grasp the character of disclosure issues that could lead on to perceptions of greenwashing.
9. “Thematic Investing with Big Data: The Case of Private Equity”
Using natural language processing, Ludovic Phalippou scores corporations based on the news frequency of personal equity-related terms and creates a theme exposure and liquidity-weighted index whose returns are highly correlated with non-traded indices.
10. “Gen Z and Investing: Social Media, Crypto, FOMO and Family”
This temporary examines Generation Z’s attitudes and behaviors in terms of investing. It relies on data from a November-December 2022 online survey of two,872 Gen Zs aged 18 to 25, Millennials and Gen Xers from the US, Canada, the UK and China.
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