Recently Published
Demographics and Technology
A New Frontier of Investment Opportunities at the Crossroads of Population Change and Technological Innovation - By Maria Vassalou
Profitability Meets Investment
The Wealth Creation Effect in Stock Returns - By Francesco Franzoni, Daniel Obrycki, and Rafael Resendes
The Active Side of Indexing
With Rob Arnott, Founder and Chair Research Affiliates
EBITDA, EBITA, or EBIT?
By Doron Nissim, Columbia University Business School
Thematic Content
Capital Markets
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
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
Top 5 Most Read Q2 Enterprising Investor Blogs
The most-read blog published in Q2 explores private equity benchmarking. Rounding out the top five are insights on how AI may weaken investment judgment, when investors should embrace risk, quantum computing's promise, and why capital flows increasingly drive markets.
Book Review: Private Finance, Public Power:
Private Finance, Public Power examines two centuries of US bank supervision, revealing how public institutions shaped financial stability—and why those lessons remain relevant today, writes reviewer Mark K. Bhasin, CFA.
Home Bias: The Hidden Cost of Staying Close to Home
Investors often favor familiar markets, but home bias can increase concentration risk. Fabricio Oliveira, CFA, uses a Brazil case study to outline how global diversification may improve portfolio efficiency and risk-adjusted returns.
More
Financial Analysts Journal, Second Quarter 2026, Vol. 82, No. 2
Infrastructure Debt: Alternative Credit to Finance the Future
Unlocking AGMs: From Votes to Voice in Asia-Pacific
Emotional Yields of Collectibles
Conversations with Frank Fabozzi, CFA, Featuring Sue Brake
Agentic AI For Finance: Workflows, Tips, and Case Studies
Continuation Funds: Ethics in Private Markets, Part I
