CFA Institute Research Foundation Review 2021

Research Foundation Review Video 2021

Look back at the most interesting findings from CFA Institute Research Foundation’s 2020 publications and be sure to explore the full content library for a deeper dive.

The Year in Review

Research Foundation Officer and Director Reports
Message from the Research Foundation Chair—Joanne M. Hill
Executive Director’s Report—Bud Haslett, CFA
Research Directors’ Report—Luis Garcia-Feijóo, CFA, CIPM, and Laurence B. Siegel



CFA Institute members have free access to the Morningstar Stocks, Bonds, Bills, and Inflation (SBBI®) dataset.

The SBBI data set includes monthly, quarterly and yearly total returns and yields of most of the major US asset classes: large-cap stocks, small-cap stocks, corporate bonds, government bonds of several maturities, and inflation. It measures arithmetic means (simple average), geometric means (annualized returns), standard deviations (risk), correlations, wealth indexes, and a variety of statistical techniques.

Find out more

2020 Monographs

2020 Research Foundation Briefs

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