Research Foundation

The Research Foundation of CFA Institute is a not-for-profit organization established to promote the development and dissemination of relevant research for investment practitioners worldwide.

Research and Publications

Since 1965, the Research Foundation in its many iterations has funded, published, and distributed relevant monographs and tutorials dedicated to the interests of the investment professional.

Research Foundation works are expected to address a topic in a comprehensive manner or to cover several related innovations and insights.

Practical and Relevant Research

Subscribe to Research Foundation publications.

Get Involved

History

Governance

Donations

The Research 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 unbiased, practitioner-oriented research that makes a difference in the investment community.

The foundation is a 501(c)(3) corporation. Contributions are tax deductible within the limits provided by law.

Learn more about the available donor levels (PDF). Give to the Research Foundation.

Donor Honor Roll
The Research Foundation of CFA Institute acknowledges with sincere gratitude the generous contributions of the participants listed below.

Named Endowments

Gifts of at least US$100,000 qualify donors for membership in the Named Endowment category, which recognizes in perpetuity the commitment to unbiased, practitioner-oriented, relevant research that these firms and individuals have expressed through their general support of the Research Foundation of CFA Institute.

To make a donation at this level, please contact us at rf@cfainstitute.org or print and mail or fax the donation form.

List of donors:
Ameritech
Anonymous
Robert D. Arnott
Theodore R. Aronson, CFA
Asahi Mutual Life
Batterymarch Financial Management
Boston Company
Boston Partners Asset Management, L.P.
Gary P. Brinson, CFA
Brinson Partners, Inc.
Capital Group International, Inc.
Concord Capital Management
Dai-Ichi Life Company
Daiwa Securities
Mr. & Mrs. Jeffrey Diermeier
Gifford Fong Associates
Investment Counsel Association of America, Inc.
Jacobs Levy Equity Management
John A. Gunn, CFA
Jon L. Hagler Foundation
Long-Term Credit Bank of Japan, Ltd.
Lynch, Jones & Ryan
Meiji Mutual Life Insurance Company
Miller Anderson & Sherrerd, LLP
John B. Neff, CFA
Nikko Securities Co., Ltd.
Nippon Life Insurance Company of Japan
Nomura Securities Co., Ltd.
Payden & Rygel
Provident National Bank
Frank K. Reilly, CFA
Salomon Brothers
Sassoon Holdings Pte Ltd
Scudder Stevens & Clark
Security Analysts Association of Japan
Shaw Data Securities, Inc.
Sit Investment Associates, Inc.
Standish, Ayer & Wood, Inc.
State Farm Insurance Companies
Sumitomo Life America, Inc.
T. Rowe Price Associates, Inc.
Templeton Investment Counsel Inc.
Travelers Insurance Co.
USF&G Companies
Yamaichi Securities Co., Ltd.

Leadership Gifts

Leadership contributions are gifts of US$10,000 or more during the current capital campaign, which began in July 1996.

To make a donation at this level, please contact us at rf@cfainstitute.org or print and mail or fax the donation form.

List of donors:
Anonymous
Robert D. Arnott
Aronson + Partners
Theodore R. Aronson, CFA
Ruth & Ted Bauer Family Foundation
Boston Partners Asset Management, L.P.
Gary P. Brinson, CFA
Capital Group International, Inc.
CDC Investment Management Corp.
Dwight D. Churchill, CFA
David L. Babson & Co., Inc.
Mr. & Mrs. Jeffrey J. Diermeier
Timothy G. Dull, CFA
Mr. and Mrs. T. Bondurant French
M. Dale Fritz, CFA
Goldman, Sachs & Company
John A. Gunn, CFA
J. Parker Hall III, CFA
Holt Value Associates LP
Jeffrey Company
Martin L. Leibowitz
Merrill Lynch & Company, Inc.
Fund of The Minneapolis Foundation
John B. Neff, CFA
Payden & Rygel
Peregrine Capital Management, Inc.
Frank K. Reilly, CFA
Security Analysts Association of Japan
Brian D. Singer, CFA
Sit Investment Associates, Inc.
Standish, Ayer & Wood, Inc.
Standish, Ayer & Wood, in honor of Walter M. Cabot
State Street Bank and Trust Company
Wellington Management Co., LLP
William Blair Foundation

Founding Research Fellows

Support level of US$75,000 to US$99,999

To make a donation at this level, please contact us at rf@cfainstitute.org or print and mail or fax the donation form.

Senior Research Fellows

Support level of US$50,000 to US$74,999

Through financial support, donations at this level ensure that the foundation is able to serve the growing research needs of the investment industry.