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CFA Institute Research Foundation

Providing independent, high-quality research that helps investment management professionals effectively fulfill their duties with prudence, loyalty, and care.

The Research Foundation Board of Trustees ensures quality, independent governance.

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Resources for Investment Professionals

Submit a Research Proposal

Suggest a research topic, submit a proposal, or request author guidelines.

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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.

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Support the Research Foundation

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Make a Donation

Your donation enables us to continue our mission to fund, publish, and distribute globally relevant investment management research.

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Become a Research Foundation Ambassador

Help raise the profile of and expand dialogue about Research Foundation publications and events.

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Learn about the Leadership Circle

These investment professionals' outstanding commitment and contributions have benefited the CFA Institute Research Foundation.

Vertin Award

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.

View the award recipients