Recently Published
Testimony of Simon Johnson on Right-Sizing the U.S. Bank Capital Framework
By CFA Institute Systemic Risk Council
Economic Growth, Passive Investing & Retirement Realities
Featuring Dr. William J. Bernstein author, neurologist, and investment thinker
Rewriting Work in the Age of Longevity and AI
With Dr. Sajia Ferdous of Queen’s Business School
CFA Institute Systemic Risk Council Publishes Fall Edition of Quarterly Systemic Risk Report
CFA Institute Systemic Risk Council
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
Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration
The future of active management belongs to CIOs who merge human expertise with AI. Michael Schopf, CFA, outlines a functional roadmap for investment managers to lower costs, improve workflows, and generate scalable alpha.
Patience Pays: Why Quality Shares Outperform in the Long Run
Quality stocks can be unpredictable in the short term, but over longer periods they have consistently outperformed, rewarding investors who stay patient, maintain Charlotte Ryland, CFA, Joseph Hawkes, CFA, and Frank Mampaey.
The Earnings Dip Before a Sweet Deal: Going Private in Europe
European firms frequently manage earnings downward ahead of voluntary public market delistings to help secure lower transaction prices, research by Julie Nguyen shows. Despite this, markets generally react positively once intentions of going private are disclosed, she demonstrates.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Alternative Credit: The Rise of Consumer Lending
Celebrating Research Excellence
Continuation Funds: Ethics in Private Markets, Part I
Conversations with Frank Fabozzi, CFA, Featuring Jason Zweig
Private Market Investing
Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
