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About us
The Research and Policy Center, a new flagship offering of CFA Institute, transforms research insights into impact and action.
- Website
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http://rpc.cfainstitute.org
External link for Research and Policy Center
- Industry
- Financial Services
- Company size
- 51-200 employees
Updates
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This book is direct, delightful, and articulate in suggesting that we take a slow rather than fast approach to getting things thoughtfully done, writes #EnterprisingInvestor reviewer Janet J. Mangano. The author presents mental models in accessible, entertaining ways that prove both memorable and immediately useful for investment professionals. Marty Fridson
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NEW THIS WEEK! New #SmartBeta research from CFA Institute Research Foundation, author videos and In Practices, #EnterprisingInvestor blogs, and #SECMarketingRule survey results. Click here to review our latest insights: https://cfainst.is/4bAtlKC
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NEW RESEARCH! "Empirical Evidence on the Stock–Bond Correlation" in the Financial Analysts Journal. History reveals abrupt regime shifts in correlation between stock and bond returns after long periods of relative stability. Authors Roderick Molenaar, Edouard SENECHAL, CFA, FRM, Laurens Swinkels, Zhenping Wang investigate the drivers of the correlation between stocks and bonds and find that inflation, real rates, and government creditworthiness are important explanatory variables. CFA Institute Members can read the full article: https://lnkd.in/esK7nF39 CFA Institute, Luis Garcia-Feijoo, Ph.D., CFA, William N. Goetzmann, Allison Adams
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Index investing has deeply impacted asset management over the last six decades. A new CFA Institute report stresses how AI, and client preferences are now creating change for the investing style and industry. Read the report: https://lnkd.in/ewMRE_ZZ
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REGISTER TODAY! Frank Fabozzi speakers with investment industry technology leaders Manish Chakrabarti, Arpit Narain, CFA, FRM, CQF, and Anil Sood about developing and implementing artificial intelligence (AI) responsibly. The conversation touches on pressure the industry faces as it incorporates this emerging technology into its processes and products, including operational, reputational, and “black box” risks. https://lnkd.in/enMQDS8k
Conversations with Frank Fabozzi, CFA featuring Manish Chakrabarti, Arpit Narain, CFA and Anil Sood
web.cvent.com
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📰 NEW! In March 2024, CFA Institute and Investment Adviser Association surveyed investment management firms to identify current practices for complying with the performance requirements of the SEC Marketing Rule. Read the report to find out the biggest challenge for complying with the Marketing Rule. https://lnkd.in/e2q_duqV
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New from CFA Institute Research Foundation, authors Marc Reinganum and Kenneth A. Blay challenge the conventional wisdom that passive investing will dominate the future. Even though index fund AUM experienced a 1,500-fold increase since 1989, it still represented only 32% of all fund AUM by the end of 2021. This report follows Smart Beta, Direct Indexing, and Index-Based Investment Strategies: A Framework (see link in comments), in a new three-part Index Investing series from the CFA Institute Research and Policy Center. Read the report: https://lnkd.in/eKpsGWwt
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New research on an age-old financial question kicked off an asset management viral sensation. Edward McQuarrie argues #stocks don’t always outperform bonds. He has data to prove it. #AssetAllocation #FinancialDebate Register now to watch: https://lnkd.in/e-jEv54e Elroy Dimson, Roger Ibbotson, CFA Institute Research Foundation, The Wharton School, Research Affiliates, Yale School of Management, Santa Clara University Leavey School of Business, Cambridge Judge Business School, Zebra Capital Management, LLC
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NEW! New #indexing research, #EnterprisingInvestorpodcasts, #EnterprisingInvestor blogs and Financial Analysts Journal articles. Click here to review our latest insights: https://cfainst.is/4bAtlKC
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