Rethinking Advice for Next-Gen Investors
Explore How Advisers Can Adapt to the Great Wealth Transfer with Modern Hybrid Advice Now Learn MoreRecently Published
Next-Gen Investors and the Future of Financial Advice
With Ryan Munson and Genevieve Hayman, PhD, authors of the "Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers"
Wealth Management Research
Wealth managers who blend expertise, ethics, and technology will be best positioned to serve evolving client needs across generations.
Fundamental Growth
By Rob Arnott , Christopher Brightman, CFA , Campbell R. Harvey , Que Nguyen and Omid Shakernia
Including an author video by Rob Arnot
Helping Investors Navigate Risk, Volatility, and Second Thoughts
With Raluca Filip, CFA.
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
A Comprehensive Guide to ETFs (2nd Edition): Module 1: ETF Features and Evolving Landscape
This first of three modules of an updated CFA Institute Research Foundation guide explores the properties, benefits, mechanics, and history of exchange traded funds (ETFs). It describes the factors behind ETF’s exponential growth and evaluates the U.S. ETF landscape.
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
The Music Has Stopped in Private Markets
Stability can persist longer than expected, then unwind rapidly, cautions Mark Higgins, CFA, CFP. Liquidity mismatches in private credit’s semi-liquid structures, combined with excess capital and a self-reinforcing supply chain, are exposing structural fragility across private markets, he demonstrates.
When Analytical Tools Scale, First-Order Information Differentiates
Investor participation outcomes improve when design comes first and falters when systems ignore real human behavior, advises Odiri Oginni, CFA, DBA.
How Asset Allocation Is Changing in Core 401(k) Menus
As target-date funds dominate, core menus are becoming more concentrated and simplified, reshaping DC asset allocation, report David Blanchett, PhD, CFA, CFP, and Spencer Look, FSA.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
Stocks for the Long Run Revisited: Dividends and “The Return Nobody Got”
Private Market Investing
Big Data Meets the Turbulent Oil Market
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
Continuation Funds: Ethics in Private Markets, Part I
