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The Research and Policy Center transforms research insights into impact and action. A flagship offering of @CFAInstitute.

Joined March 2015
Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)Photo by CFA Institute Research and Policy Center (@CFA_RPC)
RT @CFAinstitute: CFA Institute Research and Policy Center has convened net-zero thought leaders and investment luminaries to break down th…
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🔈New episodes alert 🔈 ⁣ Listen to Enterprising Investor's latest episodes and join Mike Wallberg, CFA, as he unpacks the latest trends in finance and investing next to a brilliant line-up experts. Start listening here: cfainst.is/4c5125R
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Unprecedented mega-cap concentration since 2015 has led to limited market diversification. Learn how a multifactor methodology could re-balance US equities as advised by Ryan Giannotto, CFA. #EnterprisingInvestor blogs.cfainstitute.org/inves…
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The SEC Private Fund Adviser rules have been struck down, the industry must demonstrate how private ordering can work. Mark Fortune speaks with Stephen Deane, CFA, who authored a new private markets report with CFA Institute member survey insights. blogs.cfainstitute.org/inves…
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Forward-thinking approaches to policy and wealth management are needed to ensure a better financial future across generations and income brackets, Adam W. Sandback CFA, FRM, CPA, CMA, writes in his #EnterprisingInvestor blog post. bit.ly/4aD5ND1
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LLMs like ChatGPT are changing the way we think about investing and the investment profession. Brian Pisaneschi, CFA, talks with Mark Fortune in this #EnterprisingInvestor post about his new report and tools to build LLMs in the open-source community. bit.ly/3V9iWhB
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🌟Concluding an incredible journey at the #CFAInstituteResearchChallenge 2024! Congrats to all the finalists and to the winners from @UWaterloo, whose exceptional performance set them apart in the Global Final!
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Portfolios that include both productive and scarce assets can perform like the S&P 500 with less risk than those with only productive assets. Max Golts, PhD, and Gregory Jones, PhD, explain how to assess productivity and scarcity in #EnterprisingInvestor bit.ly/4ait50R
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Meir Statman speaks with Mike Wallberg, host of Enterprising Investor podcast. He shares his insights on financial well-being and its interconnection with life satisfaction. This Enterprising Investor blog post highlights key talking points. bit.ly/4aWi9H8
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Profitability and sustainability are not mutually exclusive in active credit strategies, reports Desislava Vladimirova. She spoke to us about her Financial Analysts Journal article. Jieyan Fang-Klingler co-authored the FAJ research. blogs.cfainstitute.org/inves…
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Unlock a wealth of financial knowledge! Register for our exclusive conversation with Frank Fabozzi, CFA, and William Goetzmann. 17 January 2024 12:00 PM ET / 5:00 PM GMT 🔗 cfainst.is/3uJh1ql #CFAInstituteEvents
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We are pleased to announce that the @CFA_RPC has named a paper by London Business School’s @aedmans its most popular sustainability article of 2023. ow.ly/mRAH50QocrF
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Responsible investment terms like screening, ESG integration, thematic investing, stewardship, and impact investing have meant different things to different people. Until now. Nicole Gehrig explains. @PRI_News @GlobalSIF @CFA_RPC blogs.cfainstitute.org/marke…
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.@CFAInstitute, GSIA & @PRI_News have unveiled standardized definitions for terms commonly used in responsible investment to bring clarity, understanding & consistency to the conversation & provide guidance for using the terms in practice. Learn more: bit.ly/45YOSZk
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How will the investment industry change in the next 5 years? Listen to our #GuidingAsset Podcast, with Rhodri Preece, CFA and Ryan Munson from the @CFA_RPC as they chat about their report, Future State of the Investment Industry. cfainst.is/3I0flx8
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Investment roles are evolving rapidly. Join me for the upcoming @FT & @CFAinstitute webinar “Future-Proofing Your Investment Career,” where we'll share insights on acquiring in-demand skills & adapting to industry trends to ensure a long, successful career bit.ly/3PUF5O1
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Listen in to the latest Guiding Assets podcast about the Future State of the Investment Industry report which provides valuable insights into the major trends and disruptors affecting the investment industry. cfainst.is/3I0flx8 #guidingassets #InvestmentIndustry
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“Build, Partner and Buy”: AI and the New M&A Model wp.me/p1SgTN-qQj via @enterprising
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How do you make buy and sell decisions with cryptoassets? The answer remains elusive. Via @Enterprising shorturl.at/izHW2
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“Build, Partner and Buy”: AI and the New M&A Model dlvr.it/SvPMLM
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