Providing New Insights into the Future of the Investment Profession
More Industry Future Content
Smart Beta, Direct Indexing, and Index-Based Investment Strategies: A Framework
Our report offers an updated framework for active management to capture the full range of index-based strategies and to support informed investment decision making.
The Finfluencer Appeal: Investing in the Age of Social Media
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Gen Z and Investing: Social Media, Crypto, FOMO, and Family
This research examines Gen Zs attitudes and behaviors around investing. It is based on data from an online survey of 2,872 Gen Zs aged 18-25, Millennials, and Gen Xers across the U.S., Canada, the United Kingdom, and China.
Policy in Action
PCAOB’s Standard, “A Firm's System of Quality Control and Other Amendments”
CFA comments on the SEC Filing of PCAOB’s Standard, “A Firm's System of Quality Control and Other Amendments”
Financial Promotions on Social Media (GC23/2)
CFA Institute and the CFA Society of the UK (CFA UK) respond jointly to the FCA’s consultation on financial promotion on social media (GC23/2).
The Audit Gender Gap: Has It Narrowed?
A 2018 CFA Institute study found that women rarely run the biggest audits at Big Four accounting firms. A new report examines updated data to determine whether the gap has changed and how much progress is still needed.
Be Informed
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: 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
Understand and apply the concepts of machine learning and become part of the new generation of investment professionals. The Data Science Certificate for Investment Professionals will enable you to skillfully adapt and respond to the new challenges investment firms face through the growth of data science and AI in investment management.
CFA Institute Research and Policy Center Delivers Insights on Investment Industry Transformation
CFA Institute Research and Policy Center is addressing the financial 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.