Recently Published
Infrastructure Debt
Philip Clements, CFA, Alfonso Ricciardelli, CFA, Matthieu LeBret and Simon Beckman join Will Goodhart (CFA Institute Research Foundation Board of Trustees)
Conversations with Frank Fabozzi, CFA, Featuring Sue Brake
Susan Brake offers practical perspectives on the total portfolio approach, governance, and the evolving role of AI in investment decision-making.
Carbon Beta: A Market-Based Measure of Climate Transition Risk Exposure
By Joop Huij, Dries Laurs, Philip Stork, and Remco C. J. Zwinkels
Bad Timing Does Not Cost Investors 15% of Their Funds’ Returns
By Jon A. Fulkerson, Bradford Jordan, Timothy Brandon Riley, CFA, and Qing Yan
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
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
Buy ESG Improvement, Not ESG Status
David Fernández Tavares, PhD, analyzes 15 years of US equity data and finds that markets reward treating environmental, social, and governance factors separately in portfolios, as each carries distinct signals and pricing dynamics.
The DOL Pathway for Private Assets in 401(k)s — Are the Guardrails Strong Enough?
A proposed US Department of Labor rule could expand private market access in 401(k)s, but stronger safeguards are needed to address valuation, liquidity, fee transparency, fiduciary oversight, and investor protection risks, writes Kurt Schacht, JD, CFA.
Why Legal Rights Shouldn’t Sit Within the Investment Function
Institutional investors call themselves universal owners, yet legal rights often go unenforced as fiduciary duty gives way to relationship management, shares Baraa Shaheen.
More
Big Data Meets the Turbulent Oil Market
Infrastructure Debt: Alternative Credit to Finance the Future
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Fundamental Growth
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
Agentic AI For Finance: Workflows, Tips, and Case Studies
Continuation Funds: Ethics in Private Markets, Part I
