Pensions and Retirement

Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios

A study from CFA Institute Research Foundation Learn More

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Research Foundation

Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios

Meir Statman: Balancing Wealth and Wellbeing

Research Report

Climate Data in the Investment Process: Challenges, Resources, and Considerations

Conversations with Frank Fabozzi, CFA, Featuring Marcos López de Prado and Joseph Simonian

Capital Markets

Research Foundation

An Introduction to Alternative Credit

In this book, practitioners introduce the key features of the alternative credit asset class. They spotlight leading transactions to evaluate those features and their implications for investors. They also discuss the market’s anticipated continued growth and potential evolution.

Technology

Research Foundation

Handbook of Artificial Intelligence and Big Data Applications in Investments

Artificial intelligence (AI) and big data have their thumbprints all over the modern asset management firm. Like detectives investigating a crime, the practitioner contributors to this book put the latest data science techniques under the microscope.

Industry Future

Research Report

The Finfluencer Appeal: Investing in the Age of Social Media

This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.

Sustainability

Research Report

Five Key Definitions for Responsible Investment

This guidance provides five key definitions for responsible investment terms: screening; environmental, social, and governance (ESG) integration; thematic investing; stewardship; and impact investing.

Enterprising Investor

CAPE Is High: Should You Care?

17 Apr 2024 A simple analysis shows that Robert Shiller's cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again, Marc Fandetti, CFA, points out.

Marketing Integrity Insights

CFA Institute Forms Working Group to Address Performance Calculations of Private Funds

16 Apr 2024 CFA Institute has formed a working group to draft guidance on calculating private fund performance. Working alongside CFA Institute staff, the Working Group’s objective is to provide the industry with guidance on how the required performance information can be calculated, writes Krista Harvey, CFA, CIPM.

Enterprising Investor

AI to the Rescue? Overhauling the US Power Grid on the Path to Net Zero

15 Apr 2024 Once known as secure and profitable investments, utilities are now viewed as enterprises fraught with financial risks. Investors should favor utilities that employ AI and other digital strategies to minimize damage from natural disasters, advises Adam W. Sandback, CFA, FRM, CPA, CMA.

Conversations with Frank Fabozzi, CFA, Featuring Sébastien Page, CFA

Research Foundation

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Research Report

Navigating Transition Finance: An Action List

Financial Analysts Journal

Stocks for the Long Run? Sometimes Yes, Sometimes No

Financial Analysts Journal

Fundamental Analysis via Machine Learning

Research Report

CFA Institute and CFA Society Spain Briefing Paper on Fintech in the EU

Financial Analysts Journal

Short Squeezes

2023 Graham and Dodd Award Winner

Targeting Macroeconomic Exposures in Equity Portfolios