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Personal Risk: Big Wave Surfers, Tightrope Walkers, and Big Financial Losses
Featuring Allison Schrager

Green Finance Policy Evolution in China and the Impact of Pilot Zones
By David von Eiff

A Workflow Analysis of Big Data in the Investment Management Process
Featuring Cheryll-Ann Wilson, CFA

Conversations with Frank Fabozzi, CFA, Featuring Lori Heinel, CFA
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

Did Real Assets Provide an Inflation Hedge When Investors Needed it Most?
When inflation surged between 2021 and 2023, did real assets provide the protection investors expected? A deep dive into real-asset index data suggests they fell short. Marc Fandetti, CFA, examines key performance metrics, compares real assets to traditional inflation hedges, and explores what this means for institutional investors.

For Investment Leaders: Why You Should Learn to Love Losing
Sébastien Page, CFA, shares the story of a grueling handball match that reshaped a competitor’s mindset and reveals how investment leaders can apply the same principles of mastery, resilience, and long-term success to their organizations. This is the second in Page’s four-part series on leadership self-improvement leading up to his panel participation at CFA Institute Live 2025.

What’s the Winning Ingredient in M&A? The Answer Lies in Due Diligence
Mergers and acquisitions are more than just financial transactions. They require a deep dive into operational, technological, and leadership capabilities to unlock real value, advises Awais Dilawer. In his latest contribution to Enterprising Investor, Dilawer says the days of due diligence as a box-ticking exercise are over. He explores how firms can mitigate risks, leverage AI and analytics for faster insights, and avoid the costly pitfalls of failed transactions.
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

Private Markets: Governance Issues Rise to the Fore
