CFA Institute Research and Analysis
The investment profession stands at an inflection point, and we can’t rely on old models and maxims. CFA Institute identifies the trends and strategies shaping the future, and we have prepared resources to help you manage the transition.
Future of Work in Investment Management
The state of work — what we do, where we do it, and how it gets done — looks undeniably different today than just a year ago. The forced reality of remote working due to the pandemic has made leaders and employees think more carefully about what investment careers could look like going forward. The short-term changes have prompted firms to update their technology to enable a work-from-anywhere (WFA) environment, but what are the longer-term implications of this disruption?
CFA Institute offers the first in-depth study examining the new work parameters for the investment industry in a multi-part research series, Future of Work in Investment Management.
Future of Work Series
Redefining what it means to Be "In the Office"
The Future of Work in Investment Management: The Context of Careers
This report focuses on where work takes place and the anticipated impact of hybrid work environments on the investment industry.
Download Report >Re-Imagining organisational culture
The Future of Work in Investment Management: Changing Organizational Cultures
This report explores the cultural changes the investment industry is experiencing and provides recommendations on how to adapt investment organisation cultures to be more successful in fulfilling stakeholder goals in the future.
Download Report >Hedging against irrelevance
The Future of Work in Investment Management: Skills and Learning
This report identifies gaps between the supply and demand for skills, outlines strategies for career development, and proposes structural changes to investment teams to better leverage diverse talent.
Download Report >Environmental, Social and Governance (ESG)
Integrating natural capital and biodiversity in the investment process
Investors, companies, and other stakeholders need better ways to value the “natural capital” of ecosystems. This paper explains key concepts and aims to help investment professionals integrate natural capital into the investment process.
Download Report >ESG Product Disclosure Standards for Investment Products
The Global ESG Disclosure Standards for Investment Products are the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment strategy, and stewardship activities.
Download Report >Certificate in ESG Investing
Interested in accelerating your career? With the Certificate in ESG Investing, you can master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.
Learn More >Superannuation
Mercer CFA Institute Global Pension Index Report
This report delivers the world’s most comprehensive comparison of 48 retirement income systems, representing 65% of the global population, and suggests ways to improve the efficacy of each pension system studied.
Download report >How Could Pension System Design Features Help Lower Public Pension Spending?
Public pensions pose major challenges for governments, with costs rising as a result of demographic and economic trends. This study analyses policy implications and recommends reforms to boost private retirement savings.
Download report >Technology, Data and AI
Handbook of AI and Big Data Applications in Investments
Artificial intelligence (AI) and big data have their thumbprints all over the modern asset management firm. Like detectives investigating a crime, the practitioner contributors to this book put the latest data science techniques under the microscope. And like any good detective story, much of what is unveiled is at the same time surprising and hiding in plain sight.
Download report >Cryptoassets: Beyond the Hype
Based on interviews of investment professionals and crypto experts, the authors go beyond the hype to understand the state of crypto investing and the implications for investors and policymakers.
Download report >Ethics and AI in Investment Management: A Framework for Professionals
Increasing use of AI in investment management poses new ethical challenges for firms and professionals. This paper examines good ethical practices for the design, development, and deployment of AI in investment processes.
Download report >Fun and Games: Investment Gamification and Implications for Capital Markets
Gamification and other behavioral techniques have many positive uses, such as education, but these methods could also be exploited to promote excessive trading. This paper analyses the main issues and recommends reforms to prevent abuses.
Download report >CFA Society Australia Business News
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