Recently Published
CFA Institute Systemic Risk Council Renews “Too Big to Fail” Concerns Over Proposed Basel III Rules
The CFA Institute Systemic Risk Council (SRC), an independent, nonpartisan group of financial experts and former policymakers, has issued a public comment letter warning about recent proposals by U.S. banking regulators to implement the final phase of the Basel III international capital standards.
Preliminary Response to Semiannual Reporting Proposed Rule
CFA Institute responds to US Security and Exchange Commission’s proposed rule to allow companies to file semiannual reports in lieu of quarterly reports.
Investors Support Quarterly Reporting
See the draft version of our 2026 survey report here to get investor perspectives on this important issue as the SEC considers the most sweeping changes to public company reporting in a generation.
The Hunt for 100-Bagger Stocks
With Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor, and Matt Ankrum, CFA, managing partner of Ankrum Capital
Thematic Content
Capital Markets
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
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
Market Structure Reaches the Boardroom
Dark trading doesn't just affect execution costs; it shapes executive pay. New research from Tanseli Savaser, PhD, Khaladdin Rzayev, PhD, and Elif Sisli Ciamarra, PhD, shows market structure influences the price signals boards use to design CEO incentives.
Recession Risk Through a Real-Economy Lens
Financial markets often provide early warning signals of recession, but those signals are most reliable when confirmed by deterioration in the real economy. Daniel Fang, CFA, reveals that combining market indicators with measures of consumption, housing, labor markets, production, and financial conditions can significantly improve recession forecasts.
Did the Manager Change the Model or Just the Settings?
Most drawdown letters explain performance. Few illustrate whether a manager learned by revisiting assumptions or simply adjusting settings. Milos Maricic offers one due diligence question to help allocators tell the difference.
More
Financial Analysts Journal, Second Quarter 2026, Vol. 82, No. 2
Infrastructure Debt: Alternative Credit to Finance the Future
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Emotional Yields of Collectibles
Conversations with Frank Fabozzi, CFA, Featuring Sue Brake
Agentic AI For Finance: Workflows, Tips, and Case Studies
Continuation Funds: Ethics in Private Markets, Part I
