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Research Foundation Book
Exponential Wealth: Centuries of Stock and Bond Returns
By Roger G. Ibbotson
Research Report
Private Markets in Retirement Plans: Returns, Risks, and the Importance of Plan Design
By Raymond Ka-Kay Pang, PhD and Fan Yang
Video
Conversations with Frank Fabozzi, CFA
Featuring Lev Dynkin and Arik Ben Dor
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
Now AI Can Pass Mock Exams. Can it Replace Investment Analysis?
AI can pass CFA exams and execute investment research tasks at remarkable speed, but it still struggles with the judgment that separates analysis from insight. Michinori Kanokogi, CFA, reveals why knowing where to look, what to doubt, and how to evaluate AI-generated work may become an analyst’s most valuable skills.
Market Integrity Insights
UK and EU Sustainability Disclosure Should Be Simplified Without Weakening Transparency
Enforcing the clarity and credibility of sustainability claims in the investment fund industry is by now a key tenet of capital market regulation in Europe. This issue has also become a flashpoint in the debate over disclosure simplification and competitiveness in the European Union and United Kingdom.
Enterprising Investor
Extinction is the Easy Story for AI
The biggest AI risk for investors may not be extinction, but allowing machines to replace the judgment behind security selection, portfolio construction, and risk management. Markus Schuller argues that AI is most powerful as an augmentation tool—and that navigating markets under uncertainty still requires human reasoning, skepticism, and accountability.
More
Research Report
Conflicts of Interest in Continuation Funds: Part II in a Series on Ethics in Private Markets
Research Report
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Financial Analysts Journal
Financial Analysts Journal, Third Quarter 2026, Vol. 82, No. 3
New Topic Page
The Equity Risk Premium
Research Report
Private Credit: Market Structure, Fund Design, and Retail Access
Video
Conversations with Frank Fabozzi, CFA, Featuring Francesco Fabozzi
Research Foundation
Infrastructure Debt: Alternative Credit to Finance the Future
Research Foundation