Tell Us Your Research Needs 

 

The Research Foundation of CFA Institute is a not-for-profit organization established to encourage education for investment practitioners worldwide and to fund, publish, and distribute relevant research. The research continually strives to provide research that has practical value to investment professionals, like you, and explores new and challenging topics that continually reshape the profession of investment management.

 

Please share with us research topics you would like to see. Tell us what research results would enable you to perform your investment management duties better and help you to maintain your competitive edge while ultimately better serving your clients and your institution. Your thoughts will be submitted to the Research Committee.

 

I. Standards, Ethics, and Regulatory Issues (SER)

A. Professional Standards and Ethics
B. Regulatory and Legislative Issues

II. The Profession

A. Investment Industry
B. Business Strategy
C. Firm Management
D. Managing the Investment Process

 III. Core Knowledge

A. Alternative Investments
B. Corporate Finance
C. Corporate Governance
D. Debt Investments
E. Derivative Instruments
F. Economics
G. Equity Investments
H. Financial Markets
I. Financial Statement Analysis
J. Investment Theory
K. Performance Measurement and Evaluation
L. Portfolio Management: Individual Investors
M. Portfolio Management: Institutional Investors
N. Quantitative Tools
O. Risk Measurement and Management