AI in Asset Management Practitioner Briefs
Turning AI concepts into actionable insights for investment teams Learn MoreRecently Published
AI & Automation in Investment: Separating hype from reality
With Andrew Chin, Chief AI Officer, Alliance Bernstein, Dan Philips, CFA, Head of Investment Strategies, Rothko Investment Strategies, and Rhodri Preece, CFA, Senior Head Research CFA Institute
Causality in Factor Investing
With Marcos López de Prado and Vincent Zoonekynd, PhD, of Abu Dhabi Investment Authority
Ashley Herd: Why Better Managers Drive Better Business Results
With Ashley Herd, founder and CEO of Manager Method and author of The Manager Method: Practical Strategies to Lead with Purpose and Confidence
Conversations with Frank Fabozzi, CFA, Featuring Alicia Vidler, PhD
With Frank Fabozzi, CFA and guest Alicia Vidler, PhD, Co-Founder and former CIO, Castilium Capital
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
Incentives Are Dangerously Aligned in Private Markets
Private markets increasingly resemble a speculative ecosystem, where rational actors and aligned incentives quietly compound systemic risk, Mark Higgins, CFA, CFP, contends. He examines the private markets supply chain end to end to show how institutional allocators, consultants, fund managers, wealth advisors, trade associations, trade media, and academics can each act rationally in isolation while collectively amplifying systemic risk.
AI in Finance: Changing Workflows, Growing Demand for Human Judgment
GenAI is reshaping investment workflows faster than most firms can adapt, raising critical questions about human judgment, task design, and the future of the profession. Rhodri Preece, CFA, tackles two questions: Will AI replace human professionals? And what is the relevance of the CFA Program in a future environment where AI can perform most technical tasks?
What Earnings Explain, and What They Don’t: Insights from 150 Years of Market Data
Terri Campbell, CFA, examines the long-term relationship between stock prices and corporate earnings. She tests whether changes in the earnings–price correlation offer insight into future stock market returns.
More
Agentic AI For Finance: Workflows, Tips, and Case Studies
Alternative Credit: The Rise of Consumer Lending
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
Continuation Funds: Ethics in Private Markets, Part I
Financial Analysts Journal, Fourth Quarter 2025, Vol. 81 No. 4
Conversations with Frank Fabozzi, CFA, Featuring Jason Zweig
Private Market Investing
