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Themes

Resiliency of the Capital Markets
Technology, Big Data and AI
Future of the Profession
Sustainable Investing

Topics

Auditing and Assurance
Digital Finance and Cryptoassets
Diversity, Equity, and Inclusion
ESG Investing and Analysis
Financial Reporting
Index Investing and Factor Strategies
Net-Zero Investing
New Generation of Young Investors
Pensions and Retirement
Performance Measurement and Attribution
Portfolio Construction and Investment
Sustainability Reporting

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Research and Policy Center
About CFA Institute Research & Policy Center
Leadership

Leadership

Margaret Franklin, CFA President and CEO

Paul Andrews Managing Director

Rhodri Preece, CFA Senior Head, Research

Allison Adams Head, Research Products and Services

Olivier Fines, CFA Head, EMEA Advocacy

About the Research and Policy Center (RPC)

CFA Institute Research and Policy Center is transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society.

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