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Managing LLM Bias in Investing

From Detection to Mitigation Learn More

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Recently Published

Video Collection

Public Asset Management: Keynote Speaker Sessions

Hosted by the World Bank Group and the Financial Analysts Journal

Video - Financial Thought Exchange Podcast

Exponential Wealth: Centuries of Stock and Bond Returns

With Roger Ibbotson, PhD, and Laurence Siegel | Part 2 of 2

Survey Report

Investor Perspectives: Quarterly Reporting

By Sandra J. Peters, CPA, CFA and Matthew P. Winters, CFA, CPA

Research Report

Private Market Investment in the EU: Prudent Access for Retail Investors

By Alex Lehmann

Thematic Content

Capital Markets

Research Report

Understanding the Growth of Private Markets: Structural Shifts in the Investment Industry

By Rhodri Preece, CFA and Cheryll-Ann Wilson, PhD, CFA

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

Research Report

Artificial Intelligence and the Future of Finance: A Framework for Structural Change

By Mona Naqvi

This report addresses how artificial intelligence could reshape finance by changing how investors process information, allocate capital, manage risk, define professional skill, and preserve accountability in an increasingly automated system.

Industry Future

Research Report

The Total Portfolio Approach (TPA): A Practical Guide for Navigating the Transition to TPA

By Roger Urwin, FSIP and Genevieve Hayman, PhD

Explore the total portfolio approach (TPA), its advantages over traditional asset allocation, and the governance, culture, technology, and leadership needed for adoption. Learn from leading asset owners and gain practical guidance for transitioning to TPA.

Sustainability

Book

Investment Innovations Toward Achieving Net Zero

More than 50 authors from around the world collaborated on 16 research projects

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

Enterprising Investor

Deleveraging Is a Capital Allocation Decision

10 Sep 2026

Mustafa Iqbal shows why free cash flow is not shareholder cash, and how repairing the balance sheet can strengthen common equity without an immediate payout.

Enterprising Investor

Structural Reforms are Creating New Global Investment Opportunities

9 Sep 2026

Rohit Goel, CFA, and Apoorv Bhargava examine signals that can help investors distinguish durable change from political theater in emerging and developing markets.

Market Integrity Insights

Opening Public Markets Without Lowering the Bar

8 Sep 2026

Public markets depend on trust. Investors need confidence that listed companies meet meaningful standards, that disclosures are timely and comparable, and that market prices reflect information available to everyone. Fan Yang explains why CFA Institute opposes broadly weakening public-market safeguards.