Strengthening the Structural Resilience of the Capital Markets
More Capital Markets Content
The Importance of Joining Lifecycle Models with Mean-Variance Optimization
For almost three quarters of a century, lifecycle finance models and mean–variance optimization remained separate, but recent breakthroughs have produced combined models that answer critical financial planning questions linked to portfolio choice.
Beyond Active and Passive Investing: The Customization of Finance
Although conventional wisdom predicts that passive investing will dominate the future, analysis of key trends indicates that active management will become more prevalent.
Private Markets: Governance Issues Rise to the Fore
Private markets have ballooned since the Great Financial Crisis. While advocates hail their efficiency, critics call for more regulation. This report illuminates how private markets function and uses the results from our global survey to inform recommendations for investors and policymakers.
Policy in Action
To UK FRC on the Sustainability Assurance Market
CFA Institute and CFA Society United Kingdom comment on the FRC’s market study on the Assurance of Sustainability Reporting.
FASB Proposes Crypto Assets Accounting Standards Update
CFA Institute comments on the Financial Accounting Standard Board’s proposed accounting standards update for Intangibles—Goodwill and Other—Crypto Assets (Subtopic 350-60).
CFA Institute and BETTER FINANCE Report on the Review of the Listing Rules in the EU
This joint CFA Institute and BETTER FINANCE report (with input from the Federation of European Securities Exchanges) analyses the obstacles European companies face when seeking access to capital markets and obtaining funding through public markets.
Be Informed
Private Wealth Management
Explore insights on Private Wealth Management with curated articles & expert analysis from the CFA Institute's Research and Policy Center.
Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency
In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in U.S. Financial History."
Private Markets and Alternative Investments Certificate
Understand key features and differences between private equity, private credit, real estate and infrastructure, commodities, and hedge funds.
Building Resilience: Exploring Capital Market Structural Dynamics and Policy Development
CFA Institute Research and Policy Center addresses how changes to the structure of capital markets affect the formation of capital, the providers of financial services, and the consumers of these services.
The theme Strengthening the Structural Resilience of the Capital Markets underscores our commitment to the dynamic relationship among asset managers, asset owners, and individual investors/savers through the capital markets, given the backdrop of trends in the regulatory and policy environment.
Our research considers market developments and policy matters using our core values and principles—investor protection, market integrity, and professionalism—as our base.