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 Research ContentResilience of the Capital Markets
Research Report
Conflicts of Interest in Continuation Funds: Part II in a Series on Ethics in Private Markets
Research Report
Private Credit: Market Structure, Fund Design, and Retail Access
Survey Report
Investor Perspectives: Quarterly Reporting
What Investors Tell Us About Quarterly Reporting, Why It Matters, and Why They Support it in an Era of Artificial Intelligence
Research Report
Mercer CFA Institute Global Pension Index 2025
Technology, Big Data and AI
Research Foundation
AI in Asset Management: Tools, Applications, and Frontiers
Research Report
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
By Cheryll-Ann Wilson, PhD, CFA
Research Reports
Synthetic Data in Investment Management
Research Series
The Automation Ahead Content Series
Future of the Profession
Research Report
Artificial Intelligence and the Future of Finance
A Framework for Structural Change
Research Report
Understanding the Growth of Private Markets: Structural Shifts in the Investment Industry
Research Report
Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers
Financial Analysts Journal
Innovation and the Human Dimension of Investment Management
Sustainable Investing
Research Report
Global Compliance Carbon Markets: Auction Mechanisms
Research Report
Impact Investing: Guidance for Designing Listed Equity Strategies That Generate Real-World Outcomes
Research
Investment Innovations Toward Achieving Net Zero
Research Report
Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons
Financial Analysts Journal
Financial Analysts Journal
Demographics and Technology: A New Frontier of Investment Opportunities at the Crossroads of Population Change and Technological Innovation
Financial Analysts Journal
Profitability Meets Investment: The Wealth Creation Effect in Stock Returns
Financial Analysts Journal
EBITDA, EBITA, or EBIT?
Financial Analysts Journal
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Research Foundation Publications
Research Foundation
Investment Committees: Governance and Design Choices
Research Foundation
Module 2: Evaluating ETFs | A Comprehensive Guide to ETFs (2nd Edition)
Research Foundation
The Active Side of Indexing
Research Foundation