
Providing New Insights into the Future of the Profession
More Industry Future Content
CFA Institute Research and Policy Center is addressing the investment industry’s journey towards embracing demographic changes, behavioral considerations, evolving technology, and diversity, equity, and inclusion.
The theme Providing New Insights into the Future of the Profession focuses less on disruptions to the industry and more on changes from within the industry. It addresses the industry, its efforts to transform itself for the better, and its relationship to the broader investment ecosystem.
Our research explores the innovation required for investment organizations and investment professionals to be positioned for future success.

The Future of Work in Investment Management: The Future of Skills and Learning

Gen Z and Investing: Social Media, Crypto, FOMO, and Family

Fun and Games: Investment Gamification and Implications for Capital Markets
Featured Blog
Policy in Action

Career Competencies for the Future of Work

Financial Promotions on Social Media

The Audit Gender Gap: Has It Narrowed?
Be Informed

Data Science for Investment Professionals Certificate
