Remembering Martin L. Leibowitz, PhD
Explore his many contributions to CFA Institute Research and Policy Center Learn MoreRecently Published
The Active Side of Indexing
By Robert D. Arnott and Lillian Wu
Global Compliance Carbon Markets: Auction Mechanisms
By Yushuo Yang, PhD,CFA
Financial Analysts Journal, Second Quarter 2026, Vol. 82, No. 2
The complete Second Quarter 2026 issue of the Financial Analysts Journal.
Systemic Risk Council Publishes Spring Issue of Quarterly Systemic Risk Report
1 May 2026
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
Private Equity Best Practices: What Drives Outcomes
Sebastien Canderle, author of The Good, the Bad and the Ugly of Private Equity, shares five major elements of a successful approach to PE dealmaking. For practitioners, the stakes in this post are directly tied to return outcomes, downside risk, and the quality of decision-making across the full deal lifecycle.
A Clearer Way to Benchmark Private Equity
As private equity strategies diversify and portfolios grow more complex, meaningful evaluation increasingly requires visibility into the underlying investments. Investment-level benchmark construction shifts the focus from funds to those investments, Sofia Gertsberg explains.
Repricing the AI Narrative: From Hype to Economic Profit
AI may transform business, but does it create value? Pankaj Mhatre, PhD, evaluates AI adoption through a fundamental valuation lens, focusing on its implications for cash flows, risk, and portfolio construction, rather than market-driven narratives.
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
