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Upcoming Webinar
Alternative Investments in Wealth Portfolios: What Belongs, What Doesn't, and Why
22 October 2026 | 11:00 AM ET | 4:00 PM BST
Video
Evaluating ETFs
With Joanne M. Hill, PhD, Elisabeth Kashner, CFA, and Dave Nadig
Research Foundation Book
Exponential Wealth: Centuries of Stock and Bond Returns
By Roger G. Ibbotson
Research Report
Managing LLM Bias in Investing: From Detection to Mitigation
By James Tait and Brian Pisaneschi, CFA
Thematic Content
Capital Markets
Research Report
Understanding the Growth of Private Markets: Structural Shifts in the Investment Industry
Private markets now shape capital formation, portfolio construction, and financial stability. This report examines private markets’ growth, risks, and implications for investors, policymakers, intermediaries, and the investment profession.
Technology
Research Report
Artificial Intelligence and the Future of Finance: A Framework for Structural Change
This report addresses how artificial intelligence could reshape finance by changing how investors process information, allocate capital, manage risk, define professional skill, and preserve accountability in an increasingly automated system.
Industry Future
Research Report
The Total Portfolio Approach (TPA): A Practical Guide for Navigating the Transition to TPA
Explore the total portfolio approach (TPA), its advantages over traditional asset allocation, and the governance, culture, technology, and leadership needed for adoption. Learn from leading asset owners and gain practical guidance for transitioning to TPA.
Sustainability
Book
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
Enterprising Investor
The AI Boom is Becoming an ESG Test
The AI boom is exposing new ESG risks as data centers’ growing demand for electricity and water threatens operating margins, capital spending, and investment returns. Boecyàn Bourgade dissects how portfolio managers can look beyond ESG scores to identify hidden portfolio exposures, and companies positioned to profit from solving them.
Market Integrity Insights
The Great Financial Crisis 2.0: Are We Repeating the Mistakes That Led to 2008?
The 2008 Great Financial Crisis in the United States was not caused by a single institution, a single financial product, or a single policy failure. Instead, it emerged from a steady erosion of the safeguards that had long protected the financial system combined to create vulnerabilities that remained largely invisible — until a shock exposed them.
Enterprising Investor
Where are all the Portfolio Managers’ Large Language Models
Paul Zemsky, CFA, and Jim Ware, CFA, argue that the biggest barriers to investment teams using artificial intelligence lie in how firms work: unclear processes, limited time to experiment, and incentives that overlook better decision-making. They offer practical steps for leaders to put large language models to work.
More
Survey Report
Investor Perspectives: Quarterly Reporting
Research Foundation
Total Portfolio Approach: A Critical Literature Review
New Topic Page
The Equity Risk Premium
Research Report
Private Credit: Market Structure, Fund Design, and Retail Access
Research Report
Conflicts of Interest in Continuation Funds: Part II in a Series on Ethics in Private Markets
Financial Analysts Journal
Financial Analysts Journal, Third Quarter 2026, Vol. 82, No. 3
Research Report
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Research Foundation