CFA

Asset Allocation

Alpha at North Dakota: Tracking error key to portfolio construction

The $8 billion North Dakota Department of Trust Lands is rolling out a core-satellite approach to portfolio construction in a bid to control tracking errors. But CIO Frank Mihail explains that in some asset classes like infrastructure, the process is more complicated.

Sarah RundellJuly 1, 2025

Governance

Dismantling DEI: Investors weigh the risks

Six months on from President Trump's executive order to dismantle once mainstream DEI programs, institutional investors reflect on concerns regarding returns, recruitment and engagement. Top1000funds.com surveys a variety of views amongst the disruption arguing it is an opportunity to reframe the issue and articulate what DEI means.

Sarah RundellJune 11, 2025

Decisions to Enable Net Zero Investing

Can global funds managers meet universal ownership demands of clients?

Elizabeth Corley, chair of Schroders plc and Impact Investing Institute, sees global fund managers approaching a crossroads, where divergent regulation on sustainability issues will make it difficult to satisfy asset owner demands for systems thinking and universal ownership.

Amanda WhiteDecember 18, 2024

Featured Story

Why the CFA is still relevant, 60 years on

In the 60 years since the first CFA exam, the accreditation has been forced to evolve to meet the modernization of the profession. As the CFA celebrates this big milestone, chief executive Marg Franklin outlines the enhancements to the CFA program and how it can meet the future investment professional.

Amanda WhiteJuly 26, 2023

Sustainability

CFA’s DEI code could be revolutionary

The CFA Institute’s Diversity Equity and Inclusion Code could result in a fundamental review of practices in some asset owners and managers according to Sarah Maynard, global head of external inclusion and diversity strategies and programs at the institute.

Amanda WhiteAugust 17, 2021

Governance

Now is the time to professionalise

In this second contribution from the CFA Institute on finance professionals, CEO of CFA Societies Australia, Lisa Carroll, discusses the reform needed in that market.

Lisa CarrollJuly 10, 2019

Asset Allocation

Alpha at North Dakota: Tracking error key to portfolio construction

Governance

Dismantling DEI: Investors weigh the risks

Decisions to Enable Net Zero Investing

Can global funds managers meet universal ownership demands of clients?

Featured Story

Why the CFA is still relevant, 60 years on

Sustainability

CFA’s DEI code could be revolutionary

Governance

Now is the time to professionalise

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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