CFA Society Washington, DC

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Founded in 1953 as the Washington Society of Investment Analysts, today's society consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust officers, and consultants, as well as pension, endowment and foundation fund executives.

https://cfadc.org/

bscott@cfawashington.org

202.872.4310

Resources from CFA Society Washington, DC

Monday, December 11, 2023 CFA Society Washington, DC
Handbook of Artificial Intelligence and Big Data Applications in Investments

While many still see AI and big data as a threat, we at CFA Institute have consistently advocated “AI + HI (human intelligence)” as the winning formula for successful financial institutions in the future.

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Tuesday, October 31, 2023 CFA Society Washington, DC
Investment Professional of the Future: Changing Roles, Skills, and Organizational Cultures

This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.

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info@cfawashington.org

202 872 4310

1101 Wilson Blvd.
6th Floor
Arlington, VA 22209

CFA Society Washington, DC

Handbook of Artificial Intelligence and Big Data Applications in Investments

While many still see AI and big data as a threat, we at CFA Institute have consistently advocated “AI + HI (human intelligence)” as the winning formula for successful financial institutions in the future.

Investment Professional of the Future: Changing Roles, Skills, and Organizational Cultures

This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.