Rethinking Advice for Next-Gen Investors
Explore How Advisers Can Adapt to the Great Wealth Transfer with Modern Hybrid Advice Now Learn MoreRecently Published
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
Cracks in Private Markets and the Risks of Semi-Liquid Funds
In this episode of the Enterprising Investor, host Mike Wallberg, CFA, speaks with returning guest, Mark Higgins, CFA, author of Investing in US Financial History, and Leyla Kunimoto, founder of Accredited Investor Insights, about emerging stress in private credit and private equity.
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"
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
Top 10 Most Read Q1 Enterprising Investor Blogs
The Most Read Enterprising Investor blogs published in Q1 span a wide range of topics. Topping the list are the risks of relying on the S&P 500 in retirement planning and the reemergence of international investing. Private markets and AI also stand out, appearing more than once among the topics investment practitioners are exploring most.
Book Review: Financial Data Science
Financial Data Science offers a strong foundation in quantitative tools and theory, but places less emphasis on judgment, context, and practical implementation, according to book reviewer Mark Rzepczynski. For investment professionals, the challenge is not access to new techniques, but knowing when and how to use them, he notes.
VIX vs. Policy Uncertainty: What They Signal for Risk
Fear vs. noise: VIX and the Economic Policy Uncertainty Index (EPU) send different signals. Andrew James examines what they mean for risk, returns, and investment strategy.
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
