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Investment Data Alliance

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Access to Performance for Over 80 MSCI Indexes

This data set covers several regions and markets (MSCI ACWI, MSCI World, MSCI Emerging Markets) and will provide members with monthly index levels over the last 10 years to assist with their study of markets. This data may be used to review and analyze performance and to build and deepen members’ understanding of global equity markets.

Available to CFA Institute Member

Access the MSCI Data - Sep 2025
 

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CalcBench Premium Plan

Complimentary access to CalcBench Premium Plan (registration required)

CalcBench Premium Plan features

Available to CFA Institute Members

Access CalcBench Premium Plan

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Smartkarma Private Investor Solutions

Complimentary access to Smartkarma Private Investor Solutions (registration required)

Smartkarma's Private Investor Solutions features

Available to CFA Institute Members

Access to Smartkarma's Private Investor Solutions

 

valuation-handbook-2023

Valuation Handbook — International Guide to Cost of Capital: 2023 Summary Edition

The cost of capital is the expected rate of return that the market requires to attract funds to an investment and is one of the most important concepts in finance. A good understanding of this is essential for making global investment decisions.

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Stocks, Bonds, Bills, and Inflation (SBBI)

The SBBI® Summary Edition will help investment professionals gain an understanding of major asset class returns, return calculations, and the long-term impact of size, value/growth, and liquidity on returns.

The SBBI Summary Edition is no longer published. The last edition available is the 2021 SBBI Summary Edition

Read the SBBI 2020 Summary Edition
Read the SBBI 2021 Summary Edition

Full Yearbook Version from Duff & Phelps
 

Damodaran Online

Links to the free information available on Professor Damodaran’s website containing datasets on corporate governance, discount rate estimation, dollar value measures, COVID effects, return measures, capital structure, dividend policy, cashflow estimation, growth rate estimation, multiples and option pricing models.

View Archived Data

View Current Data
 

World Federation of Exchanges

The WFE Statistics Database provides registered users with access to a wide range of market indicators. The data is collected on a monthly and annual basis from WFE members, affiliates and non-members.

Access the 2020 Annual WFE Statistics Guide

Access the WFE Statistics
 

The VIX Index and Volatility-Based Global Indexes and Trading Instruments

Tools based on volatility indexes are widely used for hedging, diversification, risk management, and alpha generation, but investors should carefully study the pricing, risks, and other key aspects before deciding to use such products.

Access the VIX Historical Data