Overview
From efficient markets and asset pricing models to factor investing, artificial intelligence, and private markets, CFA Institute Research Foundation has helped shape modern investment thinking across six decades of evolution. Its open-access content—including monographs, briefs, literature reviews, and the Financial Thought Exchange podcast—has become an essential resource for professionals seeking rigorous, practitioner-relevant insight.
In this conversation, Joanne Hill and Larry Siegel—two driving forces behind the Research Foundation’s evolution—explore some of its most influential contributions to the investment profession.
Timings:
12:00 PM ET / 5:00 PM BST
Key discussion points:
- Stocks, Bonds, Bills, and Inflation (SBBI), the dataset originally produced by Roger Ibbotson
- Seminal contributions from Nobel Laureates including William Sharpe, Robert Merton, and Harry Markowitz
- What’s ahead for research on AI, private markets, and investment governance
- How to access and engage with open-access research that supports continuous professional learning
- How to identify and apply high-quality research to real-world investment decisions
Join us to celebrate the Research Foundation’s enduring legacy and discover how its evolving body of work can support your thinking, your decisions, and your growth as an investment professional.
Speakers:
