Celebrating Over 50 Years of Relevant, Practitioner-Focused Research
The CFA Institute Research Foundation is a not-for-profit organization that sponsors independent, in-depth research on current issues important to investors and investment professionals around the world.
Research Foundation content can be downloaded for free by all CFA Society New York members.
In-depth books, usually 80 to 160 pages in length, that are distributed electronically and in hardcopy. The RF currently targets publishing 3 to 4 monographs each calendar year. Popular monographs usually receive 40,000 to over 100,000 downloads during the first few years of publication
About Literature Reviews
Shorter content pieces, usually 20 to 80 pages in length, that features a review of a specific topic and includes an annotated bibliography so the reader can pursue additional research if desired. All literature reviews are distributed electronically, and some are distributed as hardcopies. The RF currently targets publishing 1 to 3 lit reviews each calendar year and popular literature reviews usually receive 20,000 to 80,000 downloads during the first few years of publication.
About RF Briefs
Short papers of approximately 10 to 30 pages meant to provide easy to consume content of global and regional interest. All RF Briefs are distributed electronically and some are distributed as hardcopies. The RF currently targets publishing 5 to 8 Briefs each calendar year. RF Briefs are a new product first published in 2015.
Equity Valuation: Science, Art, or Craft? (December 2017)
A Primer For Investment Trustees: Understanding Investment Committee Responsibilities (October 2017)
Research Foundation Review 2016 (May 2017)
Factor Investing and Asset Allocation: A Business Cycle Perspective (December 2016)
Financial Market History: Reflections on the Past for Investors Today (December 2016)
Let’s All Learn How To Fish… To Sustain Long-Term Economic Growth (May 2016)
Research Foundation Review 2015 (March 2016)
The Industrial Organization of the Global Asset Management Business (November 2015)
Trading and Electronic Markets: What Investment Professionals Need to Know (October 2015)
A Comprehensive Guide to Exchange-Traded Funds (ETFs) (May 2015)
Research Foundation Year in Review 2014 (May 2015)
Geopolitics for Investors (March 2015)
The New Economics of Liquidity and Financial Frictions (December 2014)
Investment Management: A Science to Teach or an Art to Learn? (May 2014)
Research Foundation Year in Review 2013 (March 2014)
Environmental Markets: A New Asset Class (January 2014)
Manager Selection (December 2013)
Fundamentals of Futures and Options (November 2013)
Research Foundation Year in Review 2012 (June 2013)
Life Annuities: An Optimal Product for Retirement Income (May 2013)
A New Look at Currency Investing (December 2012)
Life-Cycle Investing: Financial Education and Consumer Protection (November 2012)
Fund Management: An Emotional Finance Perspective (August 2012)
Technical Analysis: Modern Perspectives (November 2016)
Longevity Risk and Retirement Income Planning (December 2015)
Islamic Finance: Ethics, Concepts, Practice (November 2014)
Investment Professionals and Fiduciary Duties (September 2014)
The Principal–Agent Problem in Finance (March 2014)
The Evolution of Asset/Liability Management (September 2013)
Ethics and Financial Markets: The Role of the Analyst (September 2013)
The New Field of Liquidity and Financial Frictions (June 2012)
New Vistas in Risk Profiling (August 2017)
FinTech and RegTech in a Nutshell, and the Future in a Sandbox (July 2017)
Financial Risk Tolerance: A Psychometric Review (June 2017)
Impact of Reporting Frequency on UK Public Companies (March 2017)
Gender Diversity in Investment Management: New Research for Practitioners on How to Close the Gender Gap (September 2016)
Portfolio Structuring and the Value of Forecasting (August 2016)
Overcoming the Notion of a Single Reference Currency: A Currency Basket Approach (April 2016)
Annuities and Retirement Income Planning (February 2016)
Risk Profiling through a Behavioral Finance Lens (February 2016)
CFANY was featured prominently in the 2015 RF Review.
CFANY was awarded the 2017 Research Foundation Society Award based on our robust calendar of informative and educational events. During the period, CFANY hosted the 50th anniversary celebration of the Research Foundation itself.
Ideas? Members are encouraged to suggest research topics to the Research Foundation.
Comprehensive books, generally 100+ pages, on a particular subject
Handbook on Sustainable Investments: Background Information and Practical Examples for Institutional Asset Owners
December 2017 | READ MORE>>
Equity Valuation: Science, Art, or Craft?
December 2017 | READ MORE>>
A Primer for Investment Trustees: Understanding Investment Committee Responsibilities
October 2017 | READ MORE>>
Shorter overview on a particular subject plus annotated bibliography, encouraging readers to do further research.
The Equity Risk Premium: A Contextual Literature Review
November 2017 | READ MORE>>
Technical Analysis: Modern Perspectives
November 2016 | READ MORE>>
Longevity Risk and Retirement Income Planning
December 2015 | READ MORE>>
Short, easy to read content on topics important to the global investment profession.
New Vistas in Risk Profiling
August 2017 | READ MORE>>
FinTech and RegTech in a Nutshell, and the Future in a Sandbox
July 2017 | READ MORE>>
Financial Risk Tolerance: A Psychometric Review
June 2017 | READ MORE>>