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AI in Investment Management: 5 Lessons From the Front Lines

CFA Institute

Markus Schuller is the founder and managing partner of Panthera Group, a multi-award-winning firm recognized for pioneering the practical integration of Human and Artificial Intelligence into institutional investment processes.

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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.

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Capital Meets Conscience As Social Bonds Rise

Global Finance

Lenders are scaling up efforts to meet sustainable development targets, with capital directed toward healthcare, education, and essential infrastructure. Funds will also be allocated to healthcare, education, infrastructure development, and food security initiatives. Standard Chartered recently announced the issuance of its first $1.1

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Saudi Arabia’s IPO Boom Reshapes Its Market Dynamics

Global Finance

Saudi Arabia is experiencing a boom in IPO activity, signaling the liberalization of its economy and a shift away from government-led privatizations that once dominated its investment market. The final offer price is set to be announced on February 19, 2025, with listing expected soon after.

Marketing 105
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Gearing up for 2025: How finance leaders will take the reign

Future CFO

For Shivam Kumar , finance director for Southeast Asia & Taiwan at pure-play consumer healthcare company Haleon , the future approach to finance leadership boils down to focusing on the fundamentals: consistent, competitive, sustainable and profitable growth for revenue, profit, and cash with equal emphasis on growth of the Finance team.

Finance 96
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World’s Best Investment Banks 2025: Global Winners By Sector

Global Finance

Lyndsey Zhang Healthcare: J.P. Morgans effort to generate dealmaking and business dialogue through its annual Healthcare Conference continued to pay off last year, despite a challenging time for deals in general. billion in 121 projects across six countries, nearly double the amount it invested in 2023. Morgan J.P.

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The Qatar Investment Authority’s Core Investments Of Its Wealth Fund

Global Finance

The QIA (Qatar Investment Authority) is the wealth manager of the State of Qatar. QIA invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. billion ($2.63 billion ($2.63