Providing New Insights into the Future of the Profession

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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.

Featured Blog

Policy in Action

Be Informed

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