A view of a harbor from above in a city.

Curated Private Wealth Management Collection

Beyond Active and Passive Investing: The Customization of Finance

Published by CFA Institute Research Foundation

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 and Alternative Investments Certificate

Boost your understanding of leading private markets and alternative investments concepts and terminology through self-paced, interactive coursework and a curriculum built on the CFA® Program and informed by practicing subject matter experts.

Research Foundation

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Economists have long held that financial planning should be based on life-cycle models, but financial planners have not adopted life-cycle finance. A practical, integrated three-stage model that incorporates life-cycle finance is proposed.