Shaping the Future of Private Wealth Management
Explore research on how advisers can deliver ethical, client-centric, and technology-enabled solutions for the next generation of investors Learn MoreRecently Published
Response to EU Consultation on Private Equity Exits
By Alexander Lehmann
Quantum Reality for Finance: What the technology is and why it matters now
With Genevieve Hayman, PhD, Senior Researcher CFA Institute and Sumit Kamar, Principle & Engagement Leader IBM Quantum Research
Emotional Yields of Collectibles
By Elroy Dimson, Kuntara Pukthuanthong, and Blair Vorsatz
Conversations with Frank Fabozzi, CFA, Featuring Mark Anson
In this episode of Conversations with Frank Fabozzi, CFA, Mark Anson, CFA, discusses how institutional investors are positioning portfolios in a less-synchronized global economy.
Thematic Content
Capital Markets
Mercer CFA Institute Global Pension Index 2025
This report rates global pension systems, recommending reforms to improve outcomes and participant trust in an era of aging populations and increasing government intervention.
Technology
AI in Asset Management: Tools, Applications, and Frontiers
Explore how AI and machine learning are reshaping asset management, with insights from leading practitioners and CFA Institute experts.
Industry Future
Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers
This report explores how Gen Z and millennial investors are reshaping financial advice, including shifts in behavior, product demand, and how wealth managers can adapt.
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: Streetwise: Getting To and Through Goldman Sachs
Lloyd Blankfein on culture, risk, and leading Goldman Sachs through crisis. “A rich deposit of applicable lessons for finance professionals,” writes Erfan Sadeghi, PhD, CFA, in his review of Streetwise.
Quantum Computing vs. AI: Real-World Applications
AI is already embedded in financial workflows. Quantum computing is still emerging. Genevieve Hayman, PhD, and Oswaldo Zapata, PhD, examine how financial institutions are beginning to test quantum computing’s potential in portfolio optimization, trade execution, and risk modeling.
From Risk Premia to Constraints: How Markets Really Clear
Mispricing isn’t opportunity unless you can hold the position. Sandeep Srinivas, CFA, explains how constraints, not fundamentals, often determine outcomes in stressed markets
More
Big Data Meets the Turbulent Oil Market
Infrastructure Debt: Alternative Credit to Finance the Future
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Fundamental Growth
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
Agentic AI For Finance: Workflows, Tips, and Case Studies
Continuation Funds: Ethics in Private Markets, Part I
