Introduction to Big Data Techniques
2025 Curriculum
CFA® Program Level I
Quantitative Methods
Refresher reading access
Introduction
The meeting of finance and technology, commonly known as fintech, is changing the landscape of investment management. Advancements include the use of Big Data, artificial intelligence, and machine learning to evaluate investment opportunities, optimize portfolios, and mitigate risks. These developments are affecting not only quantitative asset managers but also fundamental asset managers who make use of these tools and technologies to engage in hybrid forms of investment decision making.
Learning Outcomes
The candidate should be able to:
- describe aspects of “fintech” that are directly relevant for the gathering and analyzing of financial data.
- describe Big Data, artificial intelligence, and machine learning
- describe applications of Big Data and Data Science to investment management
0.5 PL Credit
If you are a CFA Institute member don’t forget to record Professional Learning (PL) credit from reading this article.