Recently Published
Conflicts of Interest in Continuation Funds: Part II in a Series on Ethics in Private Markets
By Stephen Deane, CFA
Financial Analysts Journal, Third Quarter 2026, Vol. 82, No. 3
The complete Third Quarter 2026 issue of the Financial Analysts Journal.
AI in Finance
Guiding the Investment Profession Through the AI Transition
Private Credit: Market Structure, Fund Design, and Retail Access
By Cheryll-Ann Wilson, PhD, CFA
Thematic Content
Capital Markets
Understanding the Growth of Private Markets: Structural Shifts in the Investment Industry
Private markets now shape capital formation, portfolio construction, and financial stability. This report examines private markets’ growth, risks, and implications for investors, policymakers, intermediaries, and the investment profession.
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
Heat is a Risk-Markets Still Struggle to Price It
The most-read blog published in Q2 explores private equity benchmarking. Rounding out the top five are insights on how AI may weaken investment judgment, when investors should embrace risk, quantum computing's promise, and why capital flows increasingly drive markets.
Beyond Diversification: Factor Risk in Sovereign Portfolios
Sovereign portfolios can appear diversified and still share concentrated exposure to the same macro risks. Vivek Mani, CFA, unpacks how a factor-based approach can reveal hidden vulnerabilities and strengthen long-term portfolio resilience.
EU Financial Sector Rules: from Simplification to Agility
A new report calls for simpler, more agile EU financial sector regulation to strengthen capital markets, reduce fragmentation, support innovation, and improve investor protection. The report underlines how the rulemaking process now holds back market deepening and proposes some wide-ranging reforms, writes Alex Lehmann .
More
The Equity Risk Premium
Infrastructure Debt: Alternative Credit to Finance the Future
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Emotional Yields of Collectibles
Conversations with Frank Fabozzi, CFA, Featuring Sue Brake
Agentic AI For Finance: Workflows, Tips, and Case Studies
Continuation Funds: Ethics in Private Markets, Part I
