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Providing New Insights into the Future of the Profession
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Conversations with Frank Fabozzi, CFA, Featuring Robert C. Merton
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The Finfluencer Appeal: Investing in the Age of Social Media
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Gen Z and Investing: Social Media, Crypto, FOMO, and Family
Featured Blog
Policy in Action
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Career Competencies for the Future of Work
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Financial Promotions on Social Media
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The Audit Gender Gap: Has It Narrowed?
Be Informed
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Video Clips from Future State of the Investment Industry Panel Discussion
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Meir Statman: Balancing Wealth and Wellbeing
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Data Science for Investment Professionals Certificate
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CFA Institute Research and Policy Center Delivers Insights on Investment Industry Transformation
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.