FINANCE

​Investment - Bias Recognition and Mitigation

Investment - Bias Recognition and Mitigation  Best Practices and Success Metrics for DEI The benefits of DEI and several techniques to improving DEI were briefly reviewed in the preceding sessions. In this course, we delve into greater detail on harnessi


​Investment - Bias Recognition and Mitigation

Investment - Bias Recognition and Mitigation  Devise an internal communication plan that not only informs employees of inclusion initiatives but also engages and promotes input. Conduct internal marketing, making use of microsites, blogs, posters, and int


​Investment - Key Concepts in DEI

Investment - Key Concepts in DEI  CFA Institute DEI Code A major purpose that CFA Institute offers is to design and implement codes, best practices, and guidelines for the investment management sector. CFA Institute launched the DEI Code in February 2022


Investment - ​Investor Engagement and Stewardship

Investor Engagement and Stewardship Stewardship is often used as an overall word embracing the approach that investors adopt as active and involved owners of the firms and other entities in which they invest through voting and engagement. The name ‘stewar


​Investment - The Benefits and Challenges of ESG Adherence

Investment - The Benefits and Challenges of ESG Adherence Perspectives for Adhering to Good Practices in ESG There are a range of viewpoints on the purpose and value, both to investors and to society more broadly, on integrating ESG factors into investin


Investment- Environmental Factors

Investment- Environmental Factors The range of environmental factors that have a meaningful impact on investments – the ‘E’ in ESG -- is large and far-reaching. Environmental dangers have continued to acquire prominence and are creating heightened concer


nvestment- Approaches to Responsible  investing

Investment- Approaches to Responsible  investing  ESG investing is part of a range of practices collectively referred to as responsible investment or sustainable investment. Although ESG investing is concerned with how ESG concerns can effect the long-ter


​Investment - Application of DEI in Daily Work

Investment - Application of DEI in Daily Work  DEI is everyone’s duty, and you can take action to be inclusive in your own behaviours by becoming aware of what is discrimination and harassment. Be proactive in avoiding behaviour that can be regarded as d


​Investment - Trust and Stakeholder Obligations

Investment - Trust and Stakeholder Obligations How Professions Establish Trust For a profession to be credible, a fundamental goal is to develop confidence among clients and society in general. In doing so, professions have to perform some common duties t


​Investment - Cash Flow

Investment - Cash Flow  The statement of cash flows, or cash flow statement, details the sources and uses of cash during a period and explains the change in the cash balance recorded on the balance sheet. There are cash inflows and outflows in a given re