Resources for Investment Professionals
Browse Our Content
Insightful research publications and multimedia for investment management professionals in a variety of formats
Access Stocks, Bonds, Bills, and Inflation (SBBI®) Data
Free access to Morningstar SBBI® dataset for CFA Institute members.
- Stay Up to Date
Submit a Research Proposal
Suggest a research topic, submit a proposal, or request author guidelines.
Use Research Foundation Content
The CFA Institute Research Foundation welcomes CFA Societies, universities, corporations, and other organizations to use our content for educational, training, and academic purposes. Let us know if you are interested in using our content for training, in a course, or during a special event.
Support the Research Foundation
Make a Donation
Your donation enables us to continue our mission to fund, publish, and distribute globally relevant investment management research.
Become a Research Foundation Ambassador
Help raise the profile of and expand dialogue about Research Foundation publications and events.
Learn about the Leadership Circle
These investment professionals' outstanding commitment and contributions have benefited the CFA Institute Research Foundation.
This award was established in 1996 to honor James R. Vertin, CFA, for his outstanding leadership in promoting excellence and relevancy in research and education.