The Research and Policy Center Celebrates Earth Day
Research, policy, and practical insights to help investment professionals navigate sustainable investing. 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
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
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
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
