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Research

Delivering thought leadership, strategies, and best practices that guide the investment industry Browse All Content

CFA Institute Research and Policy Center is a force for change in the global investment industry, transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society.

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Resilience of the Capital Markets

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Research Report

The Future of the 60/40 Allocation

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Research Report

The Dollar's Exorbitant Privilege

The Performance of the 60/40 Portfolio:
Research Report

The Performance of the 60/40 Portfolio: A Historical Perspective

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Financial Analysts Journal

The Importance of Joining Lifecycle Models with Mean-Variance Optimization

Technology, Big Data and AI

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Research Report

An Investment Perspective on Tokenization

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Research Series

The Automation Ahead Content Series

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Research Report

Investment Model Validation: A Guide for Practitioners

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Research Reports

Creating Value from Big Data in the Investment Management Process: A Workflow Analysis

Future of the Profession

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Research Foundation

Beyond Active and Passive Investing: The Customization of Finance

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Research Report

Future State of the Investment Industry

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Financial Analysts Journal

Innovation and the Human Dimension of Investment Management

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Research Report

Smart Beta, Direct Indexing, and Index-Based Investment Strategies

Sustainable Investing

Achieving Net Zero
Research

Investment Innovations Toward Achieving Net Zero

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Research Report

Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons

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Research Report

Creating Value from Big Data in the Investment Management Process: A Workflow Analysis

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Research Report

Green Finance Policy Evolution in China and the Impact of Pilot Zones

Financial Analysts Journal

Optimal Factor Timing in a High-Dimensional Setting
Financial Analysts Journal

Optimal Factor Timing in a High-Dimensional Setting

Spot Bitcoin ETFs
Financial Analysts Journal

Spot Bitcoin ETFs: The Struggle Was Worth It

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Financial Analysts Journal

Innovation and the Human Dimension of Investment Management

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Financial Analysts Journal

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Research Foundation Publications

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Research Foundation

Optimal Design of Life-Cycle Funds in Emerging Market Countries

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Research Foundation

Financial Entrepreneurship

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Research Foundation

Investment Model Validation: A Guide for Practitioners

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Research Foundation

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