The Research and Policy Center Recognizes Women of Influence
International Women's Day | 8 Mar 2026 Learn MoreRecently Published
Thomas Hoenig Joins the CFA Institute Systemic Risk Council
CFA Institute Systemic Risk Council (SRC) today announced that former Federal Reserve Bank President, Thomas Hoenig will join the Council.
How NLP Evolved: From Word Counts to Transformers
Francesco Fabozzi, PhD, Managing Editor of the Journal of Financial Data Science.
Mind the Gender Gap, Edition 3
By CFA Institute Research and Policy Center and CFA Society India
CFA Institute Systemic Risk Council Publishes 2025 Annual Report
Opens to the .pdf report
Thematic Content
Capital Markets
Mercer CFA Institute Global Pension Index 2025
This report rates global pension systems, recommending reforms to improve outcomes and participant trust in an era of aging populations and increasing government intervention.
Technology
AI in Asset Management: Tools, Applications, and Frontiers
Explore how AI and machine learning are reshaping asset management, with insights from leading practitioners and CFA Institute experts.
Industry Future
A Comprehensive Guide to ETFs (2nd Edition): Module 1: ETF Features and Evolving Landscape
This first of three modules of an updated CFA Institute Research Foundation guide explores the properties, benefits, mechanics, and history of exchange traded funds (ETFs). It describes the factors behind ETF’s exponential growth and evaluates the U.S. ETF landscape.
Sustainability
Investment Innovations Toward Achieving Net Zero
CFA Institute Research and Policy Center has convened net-zero thought leaders and investment luminaries to break down the big ideas around achieving net zero. They provide practical guidance for investors, asset managers, investment professionals, and regulators.
Blogs
The Question That Exposes Weak Quant Models
What should allocators ask before hiring a systematic manager? Milos Maricic offers one question that reveals whether a model’s variables are grounded in economic logic or merely tuned for performance.
NLP and Yield Curve Prediction From Central Bank Minutes
Raphael Palone, CFA, shows how natural language processing (NLP) can turn central bank language into predictive signals about yield curve moves, complementing discretionary rate analysis.
International Women’s Day: Women Leaders Put Nutrition First
Women are three times more likely than men to invest in eating well. In this perspective piece, Barbara Stewart, CFA, shares global interviews with women leaders who treat nutrition as a deliberate investment in their long-term performance.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
Stocks for the Long Run Revisited: Dividends and “The Return Nobody Got”
Private Market Investing
Big Data Meets the Turbulent Oil Market
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
Continuation Funds: Ethics in Private Markets, Part I
