Donate to the Research Foundation

Help raise professional excellence and investor confidence

The CFA® Institute Research Foundation is a not-for-profit organization that sponsors independent research for investors and investment professionals around the world. The foundation is a 501(c)(3) corporation solely sponsored by CFA Institute members and investment professionals. Contributions may be tax deductible in the United States within the limits of the law.

Read the latest financial report (PDF)

11 September Memorial Scholarship Fund

This separate fund has awarded many scholarships to those affected by the tragic events of 11 September who would like to explore the profession of investment and economics. 

Learn more about the 11 September Memorial Fund

Why Donate to the Research Foundation?

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. This research supports the CFA Institute mission of promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. It raises industry understanding and investor confidence, which benefits all investment professionals.

How to Donate

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Contact the Research Foundation

Our Donors

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

Thought Leadership Circle

A gift of US$1million will underwrite the vital research activities of the foundation, and will be recognized in all Research Foundation activities. List of donors:

  • Gary P. Brinson, CFA

Named Endowments

Gifts of US$100,000 to US$999,999 will be recognized in perpetuity in appropriate publications and will entitle donors to receive all research publications. Gifts at this level will be pooled in the foundation Endowment to support the foundation's general research agenda. 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.
  • Frank Trainer, CFA
  • Travelers Insurance Co.
  • USF&G Companies
  • Yamaichi Securities Co., Ltd.

Research Fellows

Support level of US$10,000 to US$99,999

Contributions from Research Fellows enable the foundation to continue to provide research that is not only dynamic but independent and able to raise industry understanding and investor confidence. List of donors:

  • Anonymous
  • Robert D. Arnott
  • Aronson + Partners
  • Theodore R. Aronson, CFA
  • Rex J. Bates, 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
  • Ross Fullerton
  • 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

 

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