Shaping the Future of Private Wealth Management
Explore research on how advisers can deliver ethical, client-centric, and technology-enabled solutions for the next generation of investors Learn MoreRecently Published
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
Geopolitics, Inflation, and Portfolio Strategy
By Joachim Klement, Investment Strategist
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
Geopolitical Shocks: What Moves First and Why It Matters
Investment edge doesn’t come from forecasting geopolitical events. It comes from knowing how markets respond, where exposure sits, and acting before volatility peaks, examines Shubhangi Srinetra.
Capital Preservation Is the Foundation of Wealth
For financial advisors guiding clients through market stress, avoiding losses is only part of the equation. Matthew Simpson, CFA, explains how loss asymmetry and compounding shape outcomes, and why distinguishing between sources of downside protection should inform portfolio construction and client conversations.
Passive vs. Active in DC Plans
Passive equity investing dominates defined contribution plans and continues to expand within target-date funds, according to analysis by David Blanchett, CFA, and Spencer Look. Adoption varies by asset class and has largely converged across plan sizes, with active strategies remaining more prevalent in fixed income, they report.
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
