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The digital transformation of finance is in full swing. CFA Institute believes “AI + HI (human intelligence)” is the winning formula for successful financial institutions in the future. We are dedicated to equipping practitioners and policymakers with the tools needed to evaluate and incorporate data science into the investment process with the highest standards. To that end, we are blending well-researched thought leadership along with practical guidance around issues such as the ethical challenges around the use of AI in investment management and best practices for valuation, fiduciary duty, and safe custody of cryptoassets.

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Netus donec ornare euismod bibendum tellus proin accumsan libero at.

Sapien commodo sit suspendisse amet quisque molestie eget suspendisse. Euismod vitae ullamcorper interdum et nunc ullamcorper odio vitae. Aliquam laoreet in feugiat accumsan in.

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Netus donec ornare euismod bibendum tellus proin accumsan libero at.

Sapien commodo sit suspendisse amet quisque molestie eget suspendisse. Euismod vitae ullamcorper interdum et nunc ullamcorper odio vitae. Aliquam laoreet in feugiat accumsan in.

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Our Research

What We Offer

  • Monographs – In-depth studies on specific topics
  • Literature Reviews – Shorter content pieces that features a review of a specific topic and includes an annotated bibliography so the reader can pursue additional research if desired
  • Briefs – Short papers to provide easy to consume content of global and regional niche interest
  • Multimedia – Video/audio content, including workshops for the practitioner, speeches and sponsored events, and audiobooks

Research Foundation Review Board

The Research Foundation Review Board reviews potential research projects to provide the research director with guidance on whether to accept a project. The board also provides content reviews of current projects.

Learn more about the Research Foundation Review Board Members

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