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BUILDING SOCIETY EXCELLENCE
CFA Institute and CFA Society network are leaders in providing in-depth insights about the investment world of today and what that means for the industry of tomorrow. Here is a glimpse at what we’re working on now and into the future. Dates are subject to change.
In Market
ASB and IASB, two global financial reporting standards setters, are diverging on rules about accounting for goodwill on the balance sheet which could have a profound effect on company valuation...
The result of a collaboration between CFA Institute and CFA Society Germany, this work throws a spotlight on the German model of corporate governance.
With CFA Society Hong Kong, this comment letter to Hong Kong Exchanges and Clearing analyzed HKEX’s proposed framework for special purpose acquisition companies...
For 25 years, the Vertin Award has honored individuals who produced a body of research notable for its relevance and enduring value to investment professionals. In this publication, these luminaries share insights and critical investment lessons.
CFA Institute asked 15,000 students around the world what inspires and motivates them and what their career goals are. The survey findings offer useful perspectives and insights for employers and employees alike.
This online course enables participants to understand the major tools and techniques of return attribution on both equity and fixed income portfolios.
On 24 February, CFA Institute released a comprehensive, voluntary DEI Code in the United States and Canada. The DEI Code includes six principles, which, when adopted, will drive greater DEI efforts in a meaningful and measurable way.
Our investor perspective on corporate governance and regulatory supervision used the Wirecard scandal as an example.
This work lays out some of the complications of a SPAC structure and how to assess an investment either as a trading vehicle or a long-term investment strategy.
These new data sets on the Research Foundation Investment Data Alliance include access to over 80 MSCI indexes and are available to CFA Institute members on a complimentary basis.
This limited series looks at the impact of Russian sanctions and reviews the budgetary calculations on Russia’s trade balance and central bank reserves. The second article focuses on the impact on food price inflation stemming from reduced grain exports.
This 4-module course, geared towards financial professionals, introduces data science techniques commonly used in financial services with Python.
This report is the fifth in a biennial series examining how trust in the industry has evolved, while the essential characteristics of trust endure.
Target Release: May
This joint project with CFA Society France will review the claim that regulation in general and MiFID II in particular is responsible for the observed drop in market research coverage in Europe since 2000.
The authors draw findings from a comprehensive universe of European-domiciled cross-border UCITS equity and fixed income funds.
Hedged mutual funds flourished following the 2007-2009 financial crisis. They became particularly popular with financial advisors because of their alleged downside protection. Did these funds deliver what they promised?
CFA Institute is considering updating the Code and Standards in a number of ways. The Consultation Paper describes those potential changes. We invite stakeholders to review the Consultation Paper and share your feedback with us. The deadline for providing comments is 8 July 2022.
Social media is becoming an important coordination mechanism for investor concerns and actions. Could these changes lead to a shareholder democracy or a “memeocracy” dominated by social media influencers?
Target Release: June
Traditional mean–variance optimization focuses on the optimal allocation, but evolutionary finance looks for the optimal strategy. This Financial Analysts Journal paper develops a multi-asset evolutionary finance model and finds that yield-based strategies are superior.
Long-term country equity premium forecasts based on a cross-sectional global factor model (CS-GFM) are superior to forecasts based on other widely used models. CS-GFM forecasts also produce significant utility gains for asset allocation.
This handbook will explain how firms can meet each requirement and recommendation of the Global ESG Disclosure Standards for Investment Products
This piece, the fourth in the Future of Work series, will focus on how investment industry job roles, skills, and teams are changing and what disruptors are contributing to that change.
This brief will provide an overview of selected capital markets in the Middle East, reviewing the history and, in particular, the current state of development (markets and instruments, ownership, and liquidity).
Theory predicts negative excess return for socially responsible businesses. This study applies state-of-art empirical models to a portfolio of companies that treat their employees best and finds that such companies generate positive excess return.
This white paper will outline the issues, provide investors with best practices, discuss tools to incorporate natural capital in the investment process, and present case studies to provide practical examples.
Accepting Registrations
Target Release: July
Collaboration with Monash to explore the link between pension system design features and sub-components of the MCGPI sustainability sub-index.
Monograph based on the virtual event marking the 20th anniversary of the 8 November 2021 Equity Risk Premium Forum.
Target Release: August
This report will review the ethical challenges posed by the rise of AI-driven investment approaches, framed through CFA Institute codes and standards. The research will address real-world problems and provide guidance to practitioners on ethical grey areas.
The first component of this project will provide a practical understanding of crypto assets and how they have been used by investment professionals. The second part will focus on CBDCs and the implication their introduction may have on capital markets and financial stability.
Target Release: September
Procedures for independent assurance of ESG disclosure statements.
This handbook will provide investment and data science professionals with an up-to-date reference on fintech.
Target Release: FY23
December 2021
February 2022
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30 June 2022
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07 July 2022
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January 2023
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