Research Assistant
BETA
Member Exclusive
notices - See details
Notices
Recently Published
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
Video - Financial Thought Exchange Podcast
Exponential Wealth: Centuries of Stock and Bond Returns
With Roger Ibbotson, PhD, and Laurence Siegel | Part 1 of 2
Research Report
Private Credit Funds and the Retail Shift: Structural Vulnerabilities and Policy Responses
By Cheryll-Ann Wilson, PhD, CFA
Thematic Content
Capital Markets
Research Report
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
Research Report
Artificial Intelligence and the Future of Finance: A Framework for Structural Change
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
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
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
Beyond Price Improvement: The Order Execution You Do Not See
Retail orders may appear to go straight to an exchange, but many are internalized by wholesalers. Nadeem Al-Qahwi explains what managers should measure—and why average execution results can mislead.
Market Integrity Insights
Investors Should Be Watching More Than Just the SEC’s Proposal on Semiannual Reporting
The SEC’s filer-status proposal would expand reporting exemptions to many more public companies, including large IPOs. Matthew Winters, CFA, CPA explains how investors should assess whether lower costs justify reduced disclosure, auditor assurance, and shareholder accountability for investors.
Enterprising Investor
Would the Backtest Survive a Different Specification?
A strong backtest may reflect one favorable configuration. Milos Maricic urges allocators to ask managers to remove a key variable and show how the strategy’s performance changes.
More
Research Report
Conflicts of Interest in Continuation Funds: Part II in a Series on Ethics in Private Markets
Research Report
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Financial Analysts Journal
Financial Analysts Journal, Third Quarter 2026, Vol. 82, No. 3
New Topic Page
The Equity Risk Premium
Research Report
Private Credit: Market Structure, Fund Design, and Retail Access
Video
Conversations with Frank Fabozzi, CFA, Featuring Francesco Fabozzi
Research Foundation
Infrastructure Debt: Alternative Credit to Finance the Future
Research Foundation