CFA Institute Research Foundation
Providing independent, high-quality research that helps investment management professionals effectively fulfill their duties with prudence, loyalty, and care. Research Foundation Board of Trustees
Financial Entrepreneurship: Balancing Active and Passive Investment Horizons
Beyond Active and Passive Investing: The Customization of Finance
New Insights on Stocks for the Long Run | Watch the Debate
Browse More Research Foundation Content
Author Gregory Zuckerman on Jim Simons And His Unmatched Hedge Fund Returns
Personal Risk: Big Wave Surfers, Tightrope Walkers, and Big Financial Losses
Financial Thought Exchange Podcast
The Financial Thought Exchange Podcast offers listeners invaluable insights from top financial thought leaders across various sectors.
Support Professional Excellence
Support Research for the Global Investment Community. The CFA Institute Research Foundation is a not-for-profit organization that sponsors independent research for investors and investment professionals around the world.
Investment Data Alliance
Free access to all for a variety of publications and datasets as well as free access for CFA Institute Members to special datasets and services.
Vertin Award
This award was established in 1996 to honor James R. Vertin, CFA, for his outstanding leadership in promoting excellence and relevancy in research and education.
Connect with Us
Get Involved With the Research Foundation
Submit a Research Proposal
Suggest a research topic, submit a proposal, or request author guidelines.
Use Research Foundation Content
The CFA Institute Research Foundation welcomes CFA Societies, universities, corporations, and other organizations to use our content for educational, training, and academic purposes. Let us know if you are interested in using our content for training, in a course, or during a special event.
Become a Research Foundation Ambassador
Help raise the profile of and expand dialogue about Research Foundation publications and events.