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CFA Institute Research Foundation

Independent, high-quality research for prudent investment decisions. Support Research Excellence – Donate Today

Providing independent, high-quality research to infuse the finance community with knowledge, education, and ideas for better investment decision-making.

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AI in Asset Management: Tools, Applications, and Frontiers

Edited by Joseph Simonian, PhD - Explore the book

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The Geoeconomic Decade

By Joachim Klement

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Alternative Credit: The Rise of Consumer Lending

By Patrizia Lando, and Alfonso Ricciardelli, CFA

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Browse More Research Foundation Content

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De-risking Global Pension Systems

With David Knox, PhD

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Leadership, Storytelling & Investing

With Sébastien Page, CFA, Head of Global Multi-Asset and CIO at T. Rowe Price

 Financial Thought Exchange Podcast Series

Financial Thought Exchange Podcast

The Financial Thought Exchange Podcast offers listeners invaluable insights from top financial thought leaders across various sectors.

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Celebrating 60 Years of the Research Foundation

CFA Institute Research Foundation has been sponsoring independent investment research since 1965. Some of our most popular and instructive pieces are listed and summarized on this page.

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Research Foundation Board of Trustees

CFA Institute Research Foundation Trustees are diverse finance experts, chosen annually for their varied backgrounds and global perspectives.

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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.

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Suggest a research topic, submit a proposal, or request author guidelines.

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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.

More from the Research Foundation

FTEx Podcast with Mark Higgans and Alfonso Ricciardellird

Private Credit Panel: Is There an Oversupply of Capital?

A lively debate on the state of the private credit market, recorded live from the CFA Institute Annual Conference! Financial historian Mark Higgins and alternative investment strategist Alfonso Ricciardelli face off on a critical question of whether the massive influx of capital into private credit is a dangerous bubble or a new, permanent structural shift.

Hosted by Lotta Moberg, this panel explores the risks of "herd behavior," the importance of setting realistic investor expectations, and the vast alpha opportunities in underserved markets. Mark shares historical context, while Alfonso provides a structural counterpoint. This discussion is essential for anyone seeking to understand the future of alternative investments and the crucial role of manager selection.
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