Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

Research and Policy Center Three Most Popular Articles of 2023: Data and Technology


Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.

The CFA Institute Research and Policy Center (RPC) focuses on four forward-looking research themes to drive content engagement, action, and outcomes. These themes are Capital Markets (Strengthening the Structural Resiliency of Capital Markets)Technology (Understanding the Latest Developments in Data Analytics, Technology, and Automation)Industry Future (Providing New Insights into the Future of the Profession); and Sustainability (Advancing the Industry’s Thinking on Sustainability Challenges).

Subscribe Button

The most popular top three articles of 2023 from Understanding the Latest Developments in Data Analytics, Technology, and Automation are presented below. The theme tracks the evolving opportunity set for investment firms and professionals stemming from artificial intelligence (AI), big data, and new analytical tools and technologies. Our research recognizes that the future of the investment industry is one where smart machines and systems, data analysis, and inference will play a more central role in how the world of finance evolves.

1. Handbook of Artificial Intelligence and Big Data Applications in Investments

Artificial intelligence (AI) and big data have their thumbprints all over the modern asset management firm. Like detectives investigating a crime, the practitioner contributors to this book, edited by Larry Cao, CFA, put the latest data science techniques under the microscope. And like any good detective story, much of what is unveiled is at the same time surprising and hiding in plain sight.

2. “Thematic Investing with Big Data: The Case of Private Equity”

Using natural language processing (NLP) to score companies by the news frequency of terms related to private equity, Ludovic Phalippou creates an index weighted by theme exposure and liquidity, whose returns are highly correlated with non-traded indexes, in this research for the Financial Analysts Journal.

Data Science Certificate Tile

3. “CFA Institute and CFA Society Spain Briefing Paper on Fintech in the EU”

Roberto Silvestri and Zaira Melero, CFA, gauge the opinions of CFA Institute members in the EU on the evolution of financial technologies, including the benefits and challenges for the investment industry. Their data is based on an informal survey of local CFA societies in the EU.

If you liked this post, don’t forget to subscribe to Enterprising Investor and the CFA Institute Research and Policy Center.


All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

Image credit: ©Getty Images / Yuichiro Chino


Professional Learning for CFA Institute Members

CFA Institute members are empowered to self-determine and self-report professional learning (PL) credits earned, including content on Enterprising Investor. Members can record credits easily using their online PL tracker.



You May Also Like