Rethinking Advice for Next-Gen Investors
Explore How Advisers Can Adapt to the Great Wealth Transfer with Modern Hybrid Advice Now Learn MoreRecently Published
Infrastructure Debt: Alternative Credit to Finance the Future
By Simon Beckman, Philip Clements, CFA, Matthieu Le Bret, and Alfonso Ricciardelli, CFA
Hedge Funds Explained: Risk, Returns & Due Diligence
With Stephen J. Brown, PhD, Emeritus Professor of Finance at Monash University in Australia and at the Stern School of Business at New York University, and winner of the CFA Institute Research Foundation 2025 James R. Vertin Research Award.
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.
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
When Payrolls Matter Most, They May Mislead
Collin Brown examines how payroll estimates may overstate labor market strength late in the cycle, distorting signals, recession risk, and policy direction.
Navigating Risk in Retail Investment Funds
Monica Cheung and Willis Chan, CFA, show that labeling funds as “complex” obscures the real risks, which lie in liquidity, investor fairness, and governance design. This is a critical message for those designing, selecting, and overseeing retail offerings.
Europe Has Startups — But Lacks the Growth Capital to Scale Them
Europe’s venture funding gap, especially at later stages, drives many firms to raise capital abroad. Reforming fund regulation now could unlock domestic savings and expand the growth capital needed to scale companies within Europe, writes Alex Lehmann.
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
