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Providing New Insights into the Future of the Profession

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Future of the Profession

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

Future State of the Investment Industry

06 Sep 2023 This report frames the most significant developments that will affect the investment industry in the next 5–10 years. It provides a road map for investment professionals to navigate the changes and improve client outcomes.

Research Report

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

07 July 2022 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

24 May 2023 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

16 Nov 2022 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.

Market Integrity Insights

From Likes to Investments: Our Response to the FCA Consultation on Financial Promotions via Social Media

15 Sep 2023 Social media is borderless. Regulation is not. That’s why global cooperation among regulators is necessary to deliver the best possible outcomes for consumers.

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.

Financial Promotions on Social Media

11 Sep 2023 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?

07 Mar 2023 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.

Data Science for Investment Professionals Certificate

Gain practical understanding of data science and machine learning applications in the investment process.

Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry

In this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Research & Policy Center about their report, Future State of the Investment Industry.