Agentic AI For Finance: Workflows, Tips, and Case Studies
Part of the Automation Ahead Series Learn MoreRecently Published
Invested in Research, Shaping the Future
Featuring Roger Ibbotson, Professor in the Practice Emeritus of Finance
Tokenization, Security Tokens, and the Future of Blockchain
Featuring Baxter Hines, CFA
Separating Positive Impact from Warm Glow
Implications for Fund Managers, Educators, Financial Advisers, Rating Agencies, and Investors, By Meir Statman, PhD
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
By Cheryll-Ann Wilson, PhD, CFA
Thematic Content
Capital Markets
Capital Formation in Africa: A Case for Private Markets
This report examines barriers to capital formation in 11 sub-Saharan African jurisdictions, emphasizing private markets, policy reforms, fintech, and public–private partnerships to boost investment, infrastructure financing, and economic resilience.
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
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
Stablecoins and Treasuries: A Fragile Funding Link Investors Can’t Ignore
Stablecoins now hold hundreds of billions of dollars in US Treasuries, linking crypto sentiment to the world’s safest bonds. Victor Xing warns this fragile tie could amplify volatility just when investors need protection most. Investors who understand the link can anticipate yield shifts and liquidity turns before the market reacts.
Blockchain in FX and Remittances: From Pilot to Portfolio Impact
Blockchain is moving from pilot to portfolio impact. Baxter Hines, CFA, shows how tokenized FX and stablecoin remittances can cut costs, speed settlement, and give early adopters a strategic edge in cross-border investing.
Rights Without Power: Why the Put Bond Failed
Puttable bonds looked elegant in theory but failed in practice. Phil Kim shows how “rights without power” doomed the instrument, and how investors can use that lesson to spot structures where control and optionality truly create value.
More
RAG for Finance: Automating Document Analysis with LLMs
AI Washing: Signs, Symptoms, and Suggested Solutions for Investment Stakeholders
An Investment Perspective on Tokenization — Part I & II
Celebrating Research Excellence
Geoeconomics and Financial Markets
Conversations with Frank Fabozzi, CFA, Featuring Kenneth Blay
Measuring Mutual Fund Flows
