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.
Research Report
The Future of Work in Investment Management: The Future of Skills and Learning
This report identifies gaps between the supply and demand for skills, outlines strategies for career development, and proposes structural changes to investment teams to better leverage diverse talent.
Research Report
Gen Z and Investing: Social Media, Crypto, FOMO, and Family
This research examines Gen Zs attitudes and behaviors around investing. It is based on data from an online survey of 2,872 Gen Zs aged 18-25, Millennials, and Gen Xers across the U.S., Canada, the United Kingdom, and China.
Research Report
Fun and Games: Investment Gamification and Implications for Capital Markets
Gamification and other behavioral techniques have many positive uses, such as education, but these methods could also be exploited to promote excessive trading. This paper analyzes the main issues and recommends reforms to prevent abuses.
Featured Blog
Policy in Action
Interactive Tool
Career Competencies for the Future of Work
This Future of Work Career Comparison tool allows for the selection of up to four investment industry roles to evaluate the structure and competencies associated with each. The tool gives guidance on the skills, traits, and work structure needed to succeed in each role.
Comment Letter
Financial Promotions on Social Media
CFA Institute and the CFA Society of the UK (CFA UK) respond jointly to the FCA’s consultation on financial promotion on social media (GC23/2).
Research Report
The Audit Gender Gap: Has It Narrowed?
A 2018 CFA Institute study found that women rarely run the biggest audits at Big Four accounting firms. This new report examines updated data to determine whether the gap has changed and how much progress is still needed.
