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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
401(k) Investment Menus Are Getting Cheaper — and Higher Quality
Average fund fees fell by nearly half over a decade and smaller plans closed the cost gap with larger plans. David Blanchett and Spencer Look find that improving fund quality alongside declining fees is reshaping retirement plan investment options—and creating new opportunities for differentiated active management.
Enterprising Investor
How Customer Concentration and Digital Maturity Affect Company Valuations
Customer concentration and weak digital capabilities can quietly erode company valuations, raising financing costs and triggering discounts during M&A due diligence. Gregory Bournet, PhD, CFA, looks into why investors and corporate boards should assess customer concentration and digital maturity before these hidden risks become costly surprises.
Enterprising Investor
Why Thematic Municipal Bond ETFs Struggle to Scale
Municipal bonds finance projects with visible public benefits, yet thematic ETFs have struggled to gain scale. Ioannis Branikas, PhD and Joshua Dagen, conducted practitioner interviews, reveal the constraints, and unpack why a broader municipal strategy with a sustainable tilt may be more workable.
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