Recently Published
Carbon Beta: A Market-Based Measure of Climate Transition Risk Exposure
By Joop Huij, Dries Laurs, Philip Stork, and Remco C. J. Zwinkels
Bad Timing Does Not Cost Investors 15% of Their Funds’ Returns
By Jon A. Fulkerson, Bradford Jordan, Timothy Brandon Riley, CFA, and Qing Yan
The Active Side of Indexing
By Robert D. Arnott and Lillian Wu
Global Compliance Carbon Markets: Auction Mechanisms
By Yushuo Yang, PhD,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
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
Litigation Finance: An Industry at a Crossroads
Litigation finance is at an inflection point as legal scrutiny and structural risks reshape the industry. Josh Myers, CFA, illustrates the evolution of the sector and the implications for allocators, fund managers, and insurers.
Capital Efficiency With Derivatives
How can institutional investors lower the cost of preparedness, preserve deployment capacity, and enhance risk-adjusted returns through capital efficiency? It’s not about adding leverage or increasing market exposure, observes Bruno Buriozzi, CFA.
Tokenized Equities: Infrastructure Evolution or Institutional Illusion?
Tokenized equities promise faster settlement but raise legal, liquidity, and operational risks, according to Baxter Hines, CFA. He outlines a set of practical tools institutional investment managers can use to evaluate these instruments.
More
Big Data Meets the Turbulent Oil Market
Infrastructure Debt: Alternative Credit to Finance the Future
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Fundamental Growth
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
Agentic AI For Finance: Workflows, Tips, and Case Studies
Continuation Funds: Ethics in Private Markets, Part I
