Investors Don’t Support Eliminating Quarterly Reporting
Past CFA Institute Surveys Show Clear Support for Quarterly Reporting Learn MoreRecently Published
Rethinking Risk, Fear, and the Future of Asset Pricing
With Rob Arnott
Continuation Funds: Ethics in Private Markets, Part I
By Stephen Deane, CFA, and Ken Robinson, CFA, CIPM
Private Market Investing
By Research and Policy Center
The Only Other Spending Rule Article You Will Ever Need
By Stefan Sharkansky
Thematic Content
Capital Markets
Capital Formation in Africa: A Case for Private Markets
This report examines barriers to capital formation in 11 sub-Saharan African jurisdictions, emphasizing private markets, policy reforms, fintech, and public–private partnerships to boost investment, infrastructure financing, and economic resilience.
Technology
The Automation Ahead - A New Content Series
This series breaks down the reality of GenAI’s current state, guiding you through the innovations, possibilities, and risks of this new wave of automation.
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
Book Review: Rethinking Investing: A Very Short Guide to Very Long-Term Investing
Charles Ellis’s Rethinking Investing challenges investing orthodoxies, from active management to bonds, and emphasizes thrift, compounding, and index funds. Book Review Editor Marty Fridson, CFA, highlights how the book equips nonprofessional investors with practical math and clear-eyed discipline.
Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy
Abraham Lincoln’s leadership values provide a framework for understanding the discipline behind passive investing. Jake Asplundh, CFP, and Sameer Somal, CFA, show how Lincoln’s example connects character and consistency to long-term investing success.
The Geopolitical Hedge Investors Overlook: Rare Earths
In a world where supply chains are vulnerable, rare earths are more than a commodity story. They are a satellite allocation for managing geopolitical risk, writes Yi Guan, CFA.
More
RAG for Finance: Automating Document Analysis with LLMs
AI Washing: Signs, Symptoms, and Suggested Solutions for Investment Stakeholders
An Investment Perspective on Tokenization — Part I & II
Celebrating Research Excellence
Geoeconomics and Financial Markets
Conversations with Frank Fabozzi, CFA, Featuring Kenneth Blay
Measuring Mutual Fund Flows
