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
Emotional Yields of Collectibles
By Elroy Dimson, Kuntara Pukthuanthong, and Blair Vorsatz
The Fallacy of Concentration
By Mark P. Kritzman, CFA and David Turkington, CFA
A Reassessment of Hedge Fund Returns Using Daily Return Data
By Christos Antoniadis, and Spyros Skouras
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
A Comprehensive Guide to ETFs (2nd Edition): Module 1: ETF Features and Evolving Landscape
This first of three modules of an updated CFA Institute Research Foundation guide explores the properties, benefits, mechanics, and history of exchange traded funds (ETFs). It describes the factors behind ETF’s exponential growth and evaluates the U.S. ETF landscape.
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
Liquidity as a Product Feature
Liquidity is no longer a given, it’s being engineered. Nirasha Senanayake, CFA, examines how redemption pressures, discounts, and gating reveal the gap between fund promises and asset reality, forcing investors to rethink what liquidity really means.
AI Hype Meets Gatekeepers
AI is reshaping investment processes, but hype still outpaces reality. Dan Philps, PhD, CFA, and Ram Gopal show where AI delivers real value, where governance constrains adoption, and how allocators can apply practical due diligence to separate substance from marketing.
How Capital Flows Are Reshaping Markets
BlackRock Chairman Larry Fink’s 2026 investor letter argues that markets are increasingly driven by capital flows. Valery Bonakhau explores the implications for portfolio managers, from positioning ahead of inflows to navigating liquidity in a system where exits aren’t guaranteed.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
Stocks for the Long Run Revisited: Dividends and “The Return Nobody Got”
Private Market Investing
Big Data Meets the Turbulent Oil Market
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
Continuation Funds: Ethics in Private Markets, Part I
