The long boom in data infrastructure

How financial advisors are helping the mass affluent pass down their wealth

Broadening access to estate planning services beyond the wealthy not only presents a big opportunity for financial advisors, but also fulfils an urgent societal need.

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How the interest rate environment is set to reshape private markets

As interest rates slowly retreat, private markets are undergoing a transformation, leading to a revaluation of assets, a recalibration of strategies and a careful balancing act between risks and rewards.

Core infrastructure: Investing in the age of renewal

The world is entering a phase of infrastructure renewal and investment. Aging or undeveloped core infrastructure will be replaced or refurbished, while technology change and data needs are already driving a wave of additional infrastructure investment.

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Sandra

Career conversations: Helping clients achieve their investment goals

Over her career, Sandra Cafazzo, CFA, has enjoyed roles in banking, portfolio management and sales. What hasn’t changed is the importance she attaches to her CFA® charter and the knowledge it has given her. Watch Sandra’s career story.

Isaac

Career conversations: Understand where to focus your efforts

With a passion for finance, Isaac Asomani, CFA, wanted to drive his career to the next level, so he turned to the CFA® Program. He now works as a Principal in an impact investment firm in Ghana. Watch Isaac’s career story.

ESG & sustainability

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Digital innovation

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