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Research

Delivering thought leadership, strategies, and best practices that guide the investment industry Browse All Research Content

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.

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Resilience of the Capital Markets

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Survey Report

Investor Perspectives: Quarterly Reporting

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Research Report

Private Credit Funds and the Retail Shift: Structural Vulnerabilities and Policy Responses

Ethics
Research Report

Conflicts of Interest in Continuation Funds: Part II in a Series on Ethics in Private Markets

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Research Report

Private Credit: Market Structure, Fund Design, and Retail Access

Technology, Big Data and AI

You May Beat an Algorithm Today. What about Tomorrow?
Research Reports

The Algorithmic Market Hypothesis: Information Efficiency in the Age of AI

By Joe Simonian, PhD

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Research Foundation

AI in Asset Management: Tools, Applications, and Frontiers

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Research Report

Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders

By Cheryll-Ann Wilson, PhD, CFA

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Research Series

The Automation Ahead Content Series

Future of the Profession

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Research Report

Artificial Intelligence and the Future of Finance

A Framework for Structural Change

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Research Report

Understanding the Growth of Private Markets: Structural Shifts in the Investment Industry

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Survey Report

Chinese Investors: Understanding China’s Next Generation of Wealth

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Research Report

Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers

Sustainable Investing

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Research Report

Global Compliance Carbon Markets: Auction Mechanisms

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Research Report

Impact Investing: Guidance for Designing Listed Equity Strategies That Generate Real-World Outcomes

Achieving Net Zero
Research

Investment Innovations Toward Achieving Net Zero

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Research Report

Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons

Financial Analysts Journal

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Financial Analysts Journal

Financial Analysts Journal, Third Quarter 2026, Vol. 82, No. 3

Standing out in an AI-driven job market
Financial Analysts Journal

Demographics and Technology: A New Frontier of Investment Opportunities at the Crossroads of Population Change and Technological Innovation

Research Spotlight FAJ
Financial Analysts Journal

Profitability Meets Investment: The Wealth Creation Effect in Stock Returns

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Financial Analysts Journal

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Research Foundation Publications

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Research Foundation

Total Portfolio Approach: A Critical Literature Review

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Research Foundation

Investment Committees: Governance and Design Choices

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Research Foundation

Module 2: Evaluating ETFs | A Comprehensive Guide to ETFs (2nd Edition)

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Research Foundation

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