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

Research
Delivering thought leadership, strategies, and best practices that guide the investment industry Browse All Content
Research Report
An Exploration of Greenwashing Risks in Investment Fund Disclosures: An Investor Perspective

Research Report
Future State of the Investment Industry

Survey
CFA Institute Global Survey on Central Bank Digital Currencies

Research Report
Gen Z and Investing: Social Media, Crypto, FOMO, and Family
Financial Analysts Journal

Financial Analysts Journal
Thematic Investing with Big Data: The Case of Private Equity

Financial Analysts Journal
The Controversy over Proxy Voting: The Role of Fund Managers and Proxy Advisors

Financial Analysts Journal
Swing Pricing Calibration: Using ETFs to Infer Swing Factors for Mutual Funds

Financial Analysts Journal
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Research Foundation Publications

Research Foundation
Handbook of Artificial Intelligence and Big Data Applications in Investments

Research Foundation
Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals

Research Foundation
Revisiting the Equity Risk Premium

Research Foundation