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
Survey Report
Private Markets: Governance Issues Rise to the Fore
Research Report
Unstructured Data and AI: Fine-Tuning LLMs to Enhance the Investment Process
Research Report
Navigating Transition Finance: An Action List
Research Report
The Finfluencer Appeal: Investing in the Age of Social Media
Financial Analysts Journal
Financial Analysts Journal
Estimating Long-Term Expected Returns
Financial Analysts Journal
Smart Rebalancing
Financial Analysts Journal
Stocks for the Long Run? Sometimes Yes, Sometimes No
Financial Analysts Journal
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Research Foundation Publications
Research Foundation
Investment Model Validation: A Guide for Practitioners
Research Foundation
Beyond Active and Passive Investing: The Customization of Finance
Research Foundation
Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios
Research Foundation
