Research Assistant
BETA
Member Exclusive
Exponential Wealth: Centuries of Stock and Bond Returns
What Centuries of Market History Reveal About Long-Term Wealth Creation. Learn MoreRecently Published
Research Report
Private Markets in Retirement Plans: Returns, Risks, and the Importance of Plan Design
By Raymond Ka-Kay Pang, PhD and Fan Yang
Video Collection
Public Asset Management: Keynote Speaker Sessions
Hosted by the World Bank Group and the Financial Analysts Journal
Research Report
Managing LLM Bias in Investing: From Detection to Mitigation
By James Tait and Brian Pisaneschi, CFA
Survey Report
Investor Perspectives: Quarterly Reporting
By Sandra J. Peters, CPA, CFA and Matthew P. Winters, CFA, CPA
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
Trade Credit or Debt? An Operating-Cycle Test
Accounts payable can look like ordinary working capital even when they function economically as debt. Florian Lücker proposes an operating-cycle test to help analysts identify when extended trade credit becomes financing—and may be masking a company’s true leverage and cash-flow position.
Enterprising Investor
Why Financial Advisers Matter More Than Investment Products
Better investment products don’t necessarily produce better investor outcomes when behavior gets in the way. Odiri Oginni, CFA, explores how advisers can create value through behavioral coaching, judgment, and trust—and why those human skills may become even more important as AI reshapes wealth management.
Market Integrity Insights
The SpaceX IPO Puts Shareholder Rights to the Test
A CFA Institute survey examines investor views on SpaceX’s governance, founder control, and index inclusion. The results urge regulators, exchanges, and index providers to protect corporate accountability and public shareholder rights in IPOs.
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