
An Investment Perspective on Tokenization
Part I: A Primer on the Use of Distributed Ledger Technology (DLT) to Tokenize Real-World and Financial Assets Learn MoreRecently Published

Personal Risk: Big Wave Surfers, Tightrope Walkers, and Big Financial Losses
Featuring Allison Schrager

Green Finance Policy Evolution in China and the Impact of Pilot Zones
By David von Eiff

A Workflow Analysis of Big Data in the Investment Management Process
Featuring Cheryll-Ann Wilson, CFA

Conversations with Frank Fabozzi, CFA, Featuring Lori Heinel, CFA
Thematic Content
Capital Markets

Mercer CFA Institute Global Pension Index 2024
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.
Technology

The Automation Ahead - A New Content Series
This series breaks down the reality of GenAI’s current state, guiding you through the innovations, possibilities, and risks of this new wave of automation.
Industry Future

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

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

Book Review: The Making of Modern Corporate Finance
Donald Chew delivers a love letter to unfettered capitalism and the financial system that oils the gears of commerce. The Making of Modern Corporate Finance is a wonderful historical overview of corporate finance and the United States’s continued pre-eminence, enthuses book reviewer Ian Robertson, CFA.

Volatility Laundering: Public Pension Funds and the Impact of NAV Adjustments
Are public pension funds truly delivering the returns they claim? Richard Ennis, CFA, explores how the practice of volatility laundering distorts returns and why transparency in private asset valuation is more critical than ever for public pension funds in the United States.

For the Investment Professional: The Mindset Shift that Changes Everything
Whether you’re leading a team or climbing your own Everest, focusing on the journey will get you further than obsessing over the destination, writes Sébastien Page, CFA. In this post and subsequent ones in his four-part series, Page tees up some of the concepts he’ll address on a panel at CFA Institute LIVE 2025.
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2024 Graham & Dodd Top Award winner: Fundamental Analysis via Machine Learning

2024 Graham & Dodd Scroll Award winner: Empirical Evidence on the Stock–Bond Correlation

The Dollar's Exorbitant Privilege

Conversations with Frank Fabozzi, CFA

Beyond Active and Passive Investing: The Customization of Finance

Watch the Debate: New Insights on Stocks for the Long Run

Private Markets: Governance Issues Rise to the Fore
