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Podcast Archives: Modern Portfolio Theory

Episode 124 | October 4, 2021

Why the CFA Institute Is Incorporating ESG, AI and Machine Learning

Matt Orsagh, Senior Director, Capital Markets Policy, CFA Institute

Is it time for financial advisors and asset managers to review modern portfolio theory (MPT)? The nature of our markets has changed dramatically since MPT became the standard for portfolio diversification. How will the rise of institutional investing, AI and machine learning, and the inclusion of ESG analytics affect the CFA certification and education platform? […]

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