Industry Future

Providing New Insights into the Future of the Profession

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Video Clips from Future State of the Investment Industry Panel Discussion

On 26 September 2023, we celebrated the launch of CFA Institute Research and Policy Center with an expert panel discussion about the most significant developments that will affect the investment industry in the next 5–10 years.
Meir Statman

Meir Statman: Balancing Wealth and Wellbeing

This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance."

Data Science for Investment Professionals Certificate

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

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.

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