Recently Published
Guidance for Integrating Nature-Related Risks into Investment Strategies
Featuring Mel Peh, CFA
Asset Allocation Drift Due to Taxes
By William W. Jennings, CFA, and Brian C. Payne
Spot Bitcoin ETFs: The Struggle Was Worth It
By Andrew M. Hornback, and Robert E. Whaley
Author Gregory Zuckerman on Jim Simons And His Unmatched Hedge Fund Returns
Featuring Gregory Zuckerman
Thematic Content
Capital Markets
Mercer CFA Institute Global Pension Index 2024
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Technology
The Automation Ahead - A New Content Series
This series breaks down the reality of GenAI’s current state, guiding you through the innovations, possibilities, and risks of this new wave of automation.
Industry Future
The Finfluencer Appeal: Investing in the Age of Social Media
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
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
How Do Shareholder Loans and Intangible Assets Impact PE Financials?
Investment professionals must carefully consider how shareholder loans and intangible assets influence financial ratios, as these factors materially shape the post-buyout financial landscape, writes Paul Lavery, PhD.
Modeling Climate Risk in a Changing World
Modeling climate risk remains one of the most challenging endeavors in risk management today. As financial institutions and policymakers seek to mitigate physical and transition risks, integrating multidisciplinary insights and embracing new technologies offer hope for improving the predictive power of our models, but a cautious and robust approach to risk management remains paramount, advises Ladislao Vidal, CFA.
Abnormal FX Returns and Liquidity-Based Machine Learning Approaches
Navigating FX market volatility requires more than traditional analysis. Liquidity-aware models and machine learning techniques can provide an edge in detecting and forecasting abnormal returns, explains Sebastian Petric, CFA.
More
2024 Graham & Dodd Top Award winner: Fundamental Analysis via Machine Learning
2024 Graham & Dodd Scroll Award winner: Empirical Evidence on the Stock–Bond Correlation
The Dollar's Exorbitant Privilege
Conversations with Frank Fabozzi, CFA
Beyond Active and Passive Investing: The Customization of Finance
Watch the Debate: New Insights on Stocks for the Long Run
How Much Does ChatGPT Know about Finance?
