Research and Policy Center

Transforming research insights into actions.

Mission Statement

CFA Institute Research and Policy Center is a positive influencing force in the global investment industry, transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society. 

About

CFA Institute Research and Policy Center brings together CFA Institute expertise along with a diverse, cross-disciplinary community of subject matter experts working collaboratively to address complex problems. It is informed by the perspective of practitioners and the convening power, impartiality, and credibility of CFA Institute, whose mission is to lead the investment profession globally.

Themes

Research and Policy Center’s forward-looking research themes drive content engagement, action, and outcomes.

Capital Markets Strengthening the resilience of capital markets  Technology Using developments in data and technology Industry Future Leading the future of the profession  Sustainability Providing solutions to sustainability challenges 
Moored to the global network, convening power, and credibility of CFA Institute
75+ year track record
160 member societies
190K individual members
260K candidates

Who We Are

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Viewpoints

The Research and Policy Center is a global insights accelerator that engages, convenes, and influences world thought leaders, policymakers, and decision makers in the investment industry. Our viewpoints are published in leading global news outlets. 

See a List of Viewpoints

Codes & Standards

An integral part of the CFA Institute mission is to develop and administer codes, best practice guidelines, and standards that outline the ethical and professional responsibilities of organizations that manage assets on behalf of clients and guide the investment industry to help ensure that all investment professionals place client interests first.

Policy & Advocacy

CFA Institute works to advance and promote policies that serve investor protection over commercial interests; we support the creation and adoption of rules and regulatory standards that improve market structure, transparency, and fairness for all investors with the intent to expand investment industry professionalism.

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