AI in Asset Management Practitioner Briefs
Turning AI concepts into actionable insights for investment teams Learn MoreRecently Published
Stocks for the Long Run Revisited: Dividends and “The Return Nobody Got”
By Paul McCaffrey and Laurence B. Siegel
AI & Automation in Investment: Separating hype from reality
With Andrew Chin, Chief AI Officer, Alliance Bernstein, Dan Philips, CFA, Head of Investment Strategies, Rothko Investment Strategies, and Rhodri Preece, CFA, Senior Head Research CFA Institute
Causality in Factor Investing
With Marcos López de Prado and Vincent Zoonekynd, PhD, of Abu Dhabi Investment Authority
Ashley Herd: Why Better Managers Drive Better Business Results
With Ashley Herd, founder and CEO of Manager Method and author of The Manager Method: Practical Strategies to Lead with Purpose and Confidence
Thematic Content
Capital Markets
Mercer CFA Institute Global Pension Index 2025
This report rates global pension systems, recommending reforms to improve outcomes and participant trust in an era of aging populations and increasing government intervention.
Technology
AI in Asset Management: Tools, Applications, and Frontiers
Explore how AI and machine learning are reshaping asset management, with insights from leading practitioners and CFA Institute experts.
Industry Future
A Comprehensive Guide to ETFs (2nd Edition): Module 1: ETF Features and Evolving Landscape
This first of three modules of an updated CFA Institute Research Foundation guide explores the properties, benefits, mechanics, and history of exchange traded funds (ETFs). It describes the factors behind ETF’s exponential growth and evaluates the U.S. ETF landscape.
Sustainability
Investment Innovations Toward Achieving Net Zero
CFA Institute Research and Policy Center has convened net-zero thought leaders and investment luminaries to break down the big ideas around achieving net zero. They provide practical guidance for investors, asset managers, investment professionals, and regulators.
Blogs
Shifting Tides in Global Markets: The Reemergence of International Investing
International markets appear positioned to further capture equity market share as US stock market outperformance shows signs of normalization, maintain Rohit Goel, CFA, and Apoorv Bhargava. The authors question whether this is a structural change or simply a short-term correction.
Synthetic Risk Transfers Are the Talk of the Town. But Are They as Scary as They Look?
Synthetic risk transfers are gaining popularity after setting up foundations in Europe as powerful tools for bank capital relief. Alfonso Ricciardelli, CFA, probes whether regulators and markets should be worried about rollover risk, concentrated investors, and hidden leverage.
How US State Capital Is Reshaping Strategic Supply Chains
The US sovereign wealth fund has shifted from just supporting the companies it champions to involvement in how they are financed, with repercussions for how analysts price long-term risk and return expectations, observes Winston Ma, CFA.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Alternative Credit: The Rise of Consumer Lending
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
Continuation Funds: Ethics in Private Markets, Part I
Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
Conversations with Frank Fabozzi, CFA, Featuring Jason Zweig
Private Market Investing
