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
Why Donate to the Research Foundation?
How to Donate
We accept Visa, MasterCard, American Express, and Discover, as well as electronic check, via PayPal.
All payment information is collected and processed by PayPal, not the Research Foundation. Please review and make sure you are comfortable with PayPal’s Privacy Policy before proceeding.
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