Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios
A study from CFA Institute Research Foundation Learn MoreRecently Published
Financial Analysts Journal
Factor-Mimicking Portfolios for Climate Risk
Podcast
Paula DiPerna: Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets
Research Report
Unstructured Data and AI: Fine-Tuning LLMs to Enhance the Investment Process
Podcast
Andy Lee: The Potential of Tax Receivable Agreements
Thematic Content
Blogs
Enterprising Investor
Governments relish mingling in markets. Yet, if past policies are any guide, taxpayers are being shortchanged, argues Sebastien Canderle.
State Capitalism in Private Markets: Mission Creep
Enterprising Investor
Smart rebalancing rules help portfolio managers capture more of the return that is inherent in their factor strategies, reports Rob Arnott. Concentrating on “priority best” trading improves factor portfolio performance.
Implementation Shortfalls Hamstring Factor Strategies
Enterprising Investor
IFRS 18 responds to investors' concerns about challenges in comparing companies' financial performance. The new Standard will usher in the most significant change to the statement of profit or loss since IFRS Accounting Standards were introduced more than 20 years ago, advises Nick Anderson.
IFRS Accounting Standard Will Support Better Investment Decisions
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Video Series
The 2024 Conversations with Frank Fabozzi, CFA
Research Foundation
Lifetime Financial Advice: A Personalized Optimal Multilevel Approach
Research Report
Navigating Transition Finance: An Action List
Financial Analysts Journal
Stocks for the Long Run? Sometimes Yes, Sometimes No
Financial Analysts Journal
Fundamental Analysis via Machine Learning
Research Report
CFA Institute and CFA Society Spain Briefing Paper on Fintech in the EU
Financial Analysts Journal
Smart Rebalancing
2023 Graham and Dodd Award Winner