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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.

About the Research Foundation

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    Browse Our Publications

    We publish comprehensive and insightful research for investment management professionals, including monographs, literature reviews, briefs, annual reviews, and multimedia content.

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    Our History (PDF)

     Publishing practitioner-focused content with academic rigor since 1965.

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    Board of Trustees

    Providing quality, independent governance of the Research Foundation.

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    Leadership Circle

    The Research Foundation Leadership Circle honors select investment professionals whose outstanding commitment and contributions have benefited the CFA Institute Research Foundation.

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    Collaborative Projects

    The Research Foundation supports CFA Institute societies in their work to promote research and awards societies for stellar work in promoting Research Foundation content.

Research Content Proposals

Our mission is to fund, publish, and distribute comprehensive, high quality, independent research relevant to the global investment community.

We invite you to suggest a research topic, submit a proposal, or request author guidelines.

Contact Us

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. Video recordings are available. 

View Past Recordings

Support the Research Foundation


The foundation’s activities support the CFA Institute mission of promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. The foundation is a 501(c)(3) corporation solely sponsored by CFA Institute members and investment professionals.

Your donation enables us to continue our important mission to fund, publish, and distribute in-depth, high quality, independent research relevant to the global investment community. Contributions may be tax deductible within the limits provided by law.

Make a donation

Audited Financial Statement FY2018 (PDF)

Ambassador Program

Become an Ambassador to help spread the word about insightful Research Foundation content!

Be a Research Foundation Ambassador

James R. Vertin Award

James R. Vertin

Recognizing Notable Research Education

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

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