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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? My guest today, Matt Orsagh, is Senior Director of Capital Markets Policy at the CFA Institute, and he spends his time figuring out answers to these questions. As the Institute’s global ESG, sustainable, and climate change expert, Matt is the perfect person to walk us through how these issues might affect the certification process.