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Research for the Practitioner Workshops

Research for the Practitioner Workshops are typically held at the CFA Institute Annual Conference and are free to all conference attendees.

2019 - London

Ronald N. Kahn

The Future of Investment Management


Roger G. Ibbotson, PhD

Popularity: A Bridge Between Classical and Behavioral Finance

2018 - Hong Kong

Joanne M. Hill Chief Advisor for Research and Strategy

Active Indexing: How ETF Investing Has Impacted Investment Management

Donald R. Chambers | Keith H. Black, CFA | Nelson J. Lacey, CFA

Alternative Investments: A Primer for Investment Professionals

2017 - Philadelphia

Michael S. Falk, CFA

Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth

2016 Montreal

Lawrence E. Harris, CFA | Fred V. Keenan Chair in Finance

Trading and Electronic Markets: What Investment Professionals Need to Know

Keith P. Ambachtsheer Director Emeritus

The Future of Pension Management


2015 - Frankfurt

Identifying Investor Risk Profiles: Ideas for Investors, Advisors, and Regulators

From the Archives

Previous Research for the Practitioner Workshops

2014
Manager Selection: Evidence, Methods for Selection, and Techniques for Managing

2012 and 2013
Good Derivatives: A Story of Financial and Environmental Innovation

2011
Risk Capital Allocation

The Risk of Emotions: Understanding What Drives Investors (video)

2010
Global Currency Hedging: What Role Should Foreign Currency Play in a Diversified Investment Portfolio?

Not a Failure of Capitalism—A Failure of Government

2009
Central Banking and Monetary Policy in Emerging Market Nations

2008
The Buying Behavior of Individual and Institutional Investors

Understanding and Applying Behavioral Finance: Behavioral Biases and the Systematic Mispricing of Securities

2007
Lifetime Advice: Human Capital, Asset Allocation, and Insurance

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