Rethinking Advice for Next-Gen Investors
Explore How Advisers Can Adapt to the Great Wealth Transfer with Modern Hybrid Advice Now Learn MoreRecently Published
Next-Gen Investors and the Future of Financial Advice
With Ryan Munson and Genevieve Hayman, PhD, authors of the "Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers"
Wealth Management Research
Wealth managers who blend expertise, ethics, and technology will be best positioned to serve evolving client needs across generations.
Fundamental Growth
By Rob Arnott , Christopher Brightman, CFA , Campbell R. Harvey , Que Nguyen and Omid Shakernia
Including an author video by Rob Arnot
Helping Investors Navigate Risk, Volatility, and Second Thoughts
With Raluca Filip, CFA.
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
Private Credit’s Verification Problem
Verification doesn’t make private credit valuations correct—it makes them transparent. Saad Muhayyodin Maan explores how data screening, cryptography, and stress testing can reduce ambiguity.
The Hidden Money Narratives Driving Client Behavior
Kelly Willis Green shows that client behavior reflects underlying money narratives, not just bias, giving advisors a clearer lens on risk and trust.
When AI Trades, Who Is Responsible?
AI is beginning to execute trades autonomously. Jayant Gandhi examines how accountability shifts from individual decisions to system design, and why governance and fiduciary oversight must evolve.
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
