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The Research and Policy Center’s 10 Best Articles of 2024



Research and Policy Center Top 10 Articles from 2024 | CFA Institute Entrepreneurial Investor



































Entrepreneurial investor

Practical evaluation for investment professionals

December 27, 2024

Posted in: Alternative Investments, Best Of, Value Drivers, Economics, Equity Investments, Fixed Income, Future States, Investment Themes, Philosophy, Portfolio Management, Quantitative Methods, Standards, Ethics and Regulations (SER), Sustainability, Technology

Net zero requires transformative change and significant investment. Roger Urwin, FSIPclaims. This guide supports industry leaders in implementing net zero investments. Based on interviews with greater than 20 industry leaders, it provides practical guidance that highlights the importance of mindset shifts and methods for achievement.

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Winnie Mac And Andres Vinelli Explore measures that investors, asset managers, firms, and policymakers could consider to enhance disclosure of transition plans, provide clarity on transition activities, and mitigate the risks related to transition financing.

Innovations like Smart Beta Exchange Traded Funds (ETFs) and direct indexing transcend traditional capitalization-weighted strategies to incorporate different levels of energetic management. In this paper, Jordan Doyle And Genevieve Hayman provide an updated energetic management framework to capture the total range of index-based strategies and support informed investment decisions.

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Mark Fortune

Mark Fortune has greater than 30 years of experience as a financial author and editor with a concentrate on institutional investment management. He has worked in various editorial roles at organizations including: Institutional investorPageant Media, Markets Group and New York investment management firm Cohen & Steers.



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