Continuation Funds: Ethics in Private Markets
Join this Webinar to Gain Insights from Industry Experts on the Ethics of Continuation Funds | 4 Dec 2025 Register Today!Recently Published
Consultation Response to UK FCA CP25/25 – Part II
By Olivier Fines, CFA, Amit Bisaria, CFA, and Phoebe Chan
De-risking Global Pension Systems
With David Knox, PhD
Financing the Sustainable Development Goals: Exploring the Role of Government Bond Investors
By Laurens Swinkels, Jan Anton van Zanten, Bruno Rein, and Rikkert Scholten
Mobilizing Global Capital for a Sustainable Future
With Emma Harvey Smith, Managing Director of Partnerships at Green Finance Institute
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
The Automation Ahead - A New Content Series
This series breaks down the reality of GenAI’s current state, guiding you through the innovations, possibilities, and risks of this new wave of automation.
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
Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve
Artificial intelligence is transforming investment management, but most firms still struggle to define and govern the “intelligence” they deploy. Ivana Zilic, PhD, Patrick J. Wierckx, CFA, Michiel Kühn, and Markus Schuller lay out a new framework for classifying AI agents and outline how they can turn fragmented tools into an adaptive decision ecosystem that balances human judgment with machine precision.
China Inc. Returns: What’s Driving HKEX’s Boom
Jacob Su examines how reforms by Hong Kong Exchanges and Clearing Limited are channeling stock listings back to Hong Kong SAR and reshaping global capital flows amid Mainland China’s global market aspirations.
The Augmented LP: 6 Ways AI Can Enhance the Allocator’s Workflow
As private markets become increasingly complex, artificial intelligence offers a path for investors to streamline fragmented workflows and enhance investment decision-making, write Eugen Leichner and Samuel Duncombe, CFA.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Alternative Credit: The Rise of Consumer Lending
Celebrating Research Excellence
Continuation Funds: Ethics in Private Markets, Part I
Conversations with Frank Fabozzi, CFA, Featuring Jason Zweig
Private Market Investing
Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
