CFA Institute Research Reports 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.

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.

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ESG Product Disclosure Standards

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.

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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.

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Future of Work

The Context of Careers

This report focuses on where work takes place and the anticipated impact of hybrid work environments on the investment industry.

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Changing Organisational 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.

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The Future of 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.

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Technology, Data and AI

Ethics and Artificial Intelligence 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.

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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.

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Cryptoassets: Beyond the Hype An Investment Management Perspective on the Development of Digital Finance

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.

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The Handbook of AI and Big Data Applications in Investments is launching soon.

Discover successful applications of Artificial Intelligence and Machine Learning in investment management and analysis. Sign up now to receive the report in your inbox as soon as it is released.

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Superannuation

Mercer CFA Institute Global Pension Index Report

Find out which retirement income system ranks first in 2022, and what the findings reveal about future retirement pensions.

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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 analyzes policy implications and recommends reforms to boost private retirement savings.

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CFA Societies Australia Business News

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