Recently Published
ESG Ratings, ESG News Sentiment, and Firm Credit Risk Perception
Fangfang Wang is one of the authors of the ESG Ratings, ESG News Sentiment, and Firm Credit Risk Perception Financial Analysts Journal article.
Strengthening Pension Savings in Emerging Markets: The Role of Behavioral and Technological Tools
By Carolina Cabrita Felix, PhD, and Seda Peksevim, PhD
What a Total Portfolio Approach Looks Like in Practice
Featuring Roger Urwin, Global Head of Investment Content at Willis Towers Watson
Blockchain, Tokenization & Digital Assets: What investors must know
With Olivier Fines, CFA, Head, Advocacy | CFA Institute, Baxter Hines CIO, Honeycomb Digital Investment, and Sam ten Cate, Director, Head of Digital Asset Strategy | State Street
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
Why Static Portfolios Fail When Risk Regimes Change
Static allocation models leave portfolios exposed when correlations and volatility shift. Bruno Buriozzi, CFA, outlines a practical framework for recognizing market changes and adjusting positioning, including the disciplined use of derivatives.
What the Market Knows That WACC Doesn’t
Kevin Prall, CFA, explores the persistent gaps between MIDR and WACC and explains how market-implied returns can inform valuation, risk assessment, and capital allocation decisions.
Attention Bias in AI-Driven Investing
AI models inherit the market’s own attention biases. Toghrul Aghbabali examines how LLM-driven investing may favor large, visible stocks and unintentionally increase concentration and herding risk.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
Stocks for the Long Run Revisited: Dividends and “The Return Nobody Got”
Private Market Investing
Big Data Meets the Turbulent Oil Market
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
Continuation Funds: Ethics in Private Markets, Part I
