The Research Foundation of CFA Institute (RF) is a not-for-profit organization, led by the Board of Trustees, established to promote the development and dissemination of relevant research for investment practitioners worldwide. Read the latest financial report (PDF).
Research and Publications
Since 1965, the foundation has funded, published, and distributed relevant monographs and tutorials expected to address a topic in a comprehensive manner or to cover several related innovations and insights. Read about the history of the RF (PDF).
Monographs Books that support the exploration of new and challenging topics in investment management.
Literature ReviewsReviews include an overview of the available literature and a description of the existing state of knowledge and major themes and sub themes associated with the topic.
Subscribe to RF publications
Partnered PublicationsBooks where the foundation is involved with the creation, support, or use of the content.
Occasional PapersThese works include award-winning papers from various global contests as well
as other papers deemed valuable to the global investment community.
|MultimediaProviding global investment professionals with various sources of multimedia content including webcasts, audiobooks, and e-learning sessions.
|Summaries and Translations Providing global investment professionals with concise, easy-to-read summaries of foundation content and translations of content into various languages.
The foundation partners with various CFA member societies, universities, corporations and other organizations to share our content with global investment professionals, those who will soon become global investment professionals, and other interested parties.
Meet our partners
The Research Foundation Leadership Circle honors investment professionals whose outstanding commitment and contributions have benefited the Research Foundation of CFA Institute.
James R. Vertin
Support the Research Foundation
The foundation collaborated with the CFA Institute member volunteer program to develop opportunities for investment professionals who are interested in raising awareness and supporting our research efforts.
The foundation is solely sponsored by CFA Institute members and investment professionals. Your donation enables the foundation to continue its important mission to fund, publish, and distribute in-depth, high quality, independent research relevant to the global investment community.
The foundation is a 501(c)(3) corporation. Contributions are tax deductible within the limits provided by law.
Make a donation
11 September Memorial Scholarship Fund
In addition, the foundation has undertaken, in partnership with CFA Institute, the development, funding, and future disbursement of the 11 September Memorial Scholarship Fund. This endeavor, intended to support and encourage those affected by the tragic events of 11 September who would like to explore the profession of investment and economics, has awarded many scholarships.
Donor Honor Roll
The Research Foundation of CFA Institute acknowledges with sincere gratitude the generous contributions of the participants listed below.