Marsh CFA Institute Global Pension Index 2026

Explore how 55 pension systems worldwide compare — discover how to strengthen retirement security. Learn More

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Recently Published

Systemic Risk Council

SRC Releases 2026 Ranking of Systemic Risks and Vulnerabilities

2 Nov 2026

Financial Analysts Journal

Financial Analysts Journal, Fourth Quarter 2026, Volume 82 Issue 4

This PDF contains the complete Fourth Quarter 2026 Financial Analysts Journal issue.

Video

Conversations with Frank Fabozzi, CFA, Featuring Andrew Chin

With Andrew Chin, Chief Artificial Intelligence Officer and former Chief Risk Officer at AllianceBernstein

Research Reports

Liquidity Management Tools in Investment Funds: Managing Risks from Stressed Redemptions

By Raymond Ka-Kay Pang, PhD and Urav Soni

Thematic Content

Capital Markets

Research Report

Understanding the Growth of Private Markets: Structural Shifts in the Investment Industry

By Rhodri Preece, CFA and Cheryll-Ann Wilson, PhD, CFA

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

By Mona Naqvi

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

By Roger Urwin, FSIP and Genevieve Hayman, PhD

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

More than 50 authors from around the world collaborated on 16 research projects

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

Why Investors Should Separate Currency Decisions from Portfolio Allocation

5 Nov 2026

Could waiting for the perfect exchange rate cost investors more than a poorly timed currency conversion? Fabricio Oliveira, CFA, demonstrates how missed compounding can outweigh even theoretically perfect currency timing—and why international allocation and currency exposure should be managed as separate decisions.

Enterprising Investor

I Tried to Prove AI Was a Bubble. The Evidence Made Me More Bullish

4 Nov 2026

Is the AI boom another speculative bubble or the beginning of a longer technological revolution? Myles (Junrong) Zhang tests today's AI expansion against past market mania and argues that earnings and demand still support the investment case, even as leverage and speculative excess warrant scrutiny.

Enterprising Investor

Digital Currencies: Five Questions Every Portfolio Manager Should Ask

2 Nov 2026

Stablecoins and central bank digital currencies are changing financial markets even for investors who never own digital assets. Enterprising Investor's editors examine five practical questions about Treasury demand, settlement infrastructure, liquidity, and counterparty risk that portfolio managers should be asking now.