Recently Published
The Hunt for 100-Bagger Stocks
With Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor, and Matt Ankrum, CFA, managing partner of Ankrum Capital
Investors Support Quarterly Reporting
See the draft version of our 2026 survey report here to get investor perspectives on this important issue as the SEC considers the most sweeping changes to public company reporting in a generation.
Risk, Models, and Financial Decision‑Making
Petter Kolm, PhD and Gordon Ritter, PhD join Lotta Moberg, PhD, for a conversation on quantitative models, risk, and financial decision‑making.
Fiduciary Duties in Selecting Designated Investment Alternatives
Response to the US Department of Labor (RIN 1210-AC38)
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
Book Review: Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone
In Fixed, John Y. Campbell and Tarun Ramadorai argue that the financial system is stacked against everyday investors and propose reforms to make it more inclusive, reports book reviewer William J. Bernstein.
Decision Architecture: The Real AI Edge
AI's greatest value may lie in enhancing, not replacing, human judgment. Markus Schuller, Michelle Sisto, PhD, Wojtek Wojaczek, PhD, Franz Mohr, Patrick J. Wierckx, CFA, Jurgen Janssens, and Leonardo Fabbri explain why effective decision architecture is essential to realizing AI's potential.
Markets Don't Just Price Risk—They Price Waiting
Traditional valuation models often struggle with early-stage companies. Kevin Prall, CFA, Jason Bares, and Do-Yun Park show how delays to commercialization and profitability translate into higher required 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
