AI in Asset Management: Tools, Applications, and Frontiers
Explore the BookRecently Published
CFA Institute Systemic Risk Council Publishes Fall Edition of Quarterly Systemic Risk Report
CFA Institute Systemic Risk Council
AI in Asset Management: Tools, Applications, and Frontiers
Explore the collection of Practitioner Briefs
Consultation Response to UK FCA CP25/28 – Part I
By Olivier Fines, CFA, Amit Bisaria, CFA, Jinming Sun, CFA, Urav Soni, and Phoebe Chan
Complexity Science, Uncertainty & the Future of Asset Management
With Greg Fisher, PhD, CFA
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
Managing Client Fear: The Cognitive Skill Every Financial Advisor Should Master
Markets move up and down — that’s a fact. But emotional reactions to those movements are optional and even the most analytical, financially literate clients are not immune to anxiety, fear, or regret causing them to lose focus on the big-picture goal or why they started initially investing, writes Raluca Filip, CFA.
How to Value Digital Tokens: A 5-Step Fair Value Framework
The development of digital financial assets has fundamentally changed the financial ecosystem, challenging traditional valuation methodologies and introducing new complexities for both analysts and investors. Valuation remains clouded with uncertainty due to the absence of standardized valuation frameworks and methods, a market infrastructure that is often fragmented, and limited technological transparency, according to Antonella Puca, CFA and Mark L. Zyla, CFA.
From Risk to Resilience: What Finance Can Learn from the Futures
In a world transformed by technology, climate action, and shifting geopolitics, the past no longer predicts what’s next, writes Sebastian Petric, CFA. Finance leaders are adopting “futures” thinking and exploring diverse scenarios to strengthen foresight and resilience.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Alternative Credit: The Rise of Consumer Lending
Celebrating Research Excellence
Continuation Funds: Ethics in Private Markets, Part I
Conversations with Frank Fabozzi, CFA, Featuring Jason Zweig
Private Market Investing
Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
