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An Investment Perspective on Tokenization Part II

An Investment Perspective on Tokenization — Part I and II

Policy and Regulatory Implications Learn More

Thematic Content

Capital Markets

The Performance of the 60/40 Portfolio:

The Performance of the 60/40 Portfolio: A Historical Perspective

This report examines the historical performance of the 60/40 equity/bond portfolio, highlighting its benefits, challenges from variable stock–bond correlations, generational differences, market-specific risks, and the role of alternative assets.

Includes Part II: The Future of the 60/40 Allocation

Technology

Automation Ahead content series

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 reflection on a glass building of two men walking down a city street. Digitized investment data is overlayed over the image

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

Achieving Net Zero

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