Search Results
CFA Institute Research Foundation Series

16,389 Total downloads | Link to this page | Subscribe to this eJournal (requires login)

Viewing: 1 - 50 of 52 papers

1.

Rethinking the Equity Risk Premium

Brett Hammond, Martin Leibowitz, and Laurence Siegel (Eds), Rethinking the Equity Premium, Research Foundation of CFA Institute, 2011-1
Number of pages: 164 Posted: 12 Jun 2015 Last Revised: 19 Mar 2016
Accepted Paper Series
Capital Group, Teachers Insurance and Annuity Association College Retirement Equities Fund (TIAA-CREF), CFA Institute Research Foundation, Yale School of Management, AQR Capital Management, LLC, University of Cambridge - Judge Business School, London Business School - Institute of Finance and Accounting, London Business School - Institute of Finance and Accounting, Barclays, BlackRock, Inc - San Francisco, Research Affiliates, LLC, AQR Capital Management, Xi'an Jiaotong - Liverpool University - International Business School Suzhou, BlackRock, Inc, Independent, University of Pennsylvania - Finance Department and Arizona State University (ASU) - W.P Carey School of Business, Department of Economics
Downloads 1,930
2.

Expected Returns on Major Asset Classes

CFA Institute Research Foundation 2012 - 1
Number of pages: 180 Posted: 09 Jun 2015 Last Revised: 12 Jun 2015
Accepted Paper Series
AQR Capital Management
Downloads 1,386
3.

A Practical Guide to Risk Management (A Summary)

Research Foundation of CFA Institute Monograph, 2012
Number of pages: 9 Posted: 15 Jun 2013
Accepted Paper Series
University of Chicago - Irving B. Harris Graduate School of Public Policy Studies
Downloads 1,367
4.

Factor Investing and Asset Allocation: A Business Cycle Perspective

CFA Institute Research Foundation 2016-4
Number of pages: 192 Posted: 10 Mar 2017
Accepted Paper Series
Pacific Investment Management Company (PIMCO), Pacific Investment Management Company (PIMCO), Pacific Investment Management Company (PIMCO), Pimco and Pimco
Downloads 929
5.

A New Look at Currency Investing

CFA Institute Research Foundation Monograph
Number of pages: 106 Posted: 01 Mar 2015
Accepted Paper Series
Fischer Francis Trees & Watts, Inc. and New York University (NYU) - Department of Finance
Downloads 894
6.

A Comprehensive Guide to Exchange Traded Funds

CFA Institute Research Foundation
Number of pages: 202 Posted: 09 Jun 2015 Last Revised: 11 Jun 2015
Accepted Paper Series
ProShare Advisors LLC, FactSet and ETF.com
Downloads 689
7.

A Practical Guide to Risk Management

CFA Institute Research Foundation M2011-2
Number of pages: 228 Posted: 29 Mar 2015
Accepted Paper Series
Close Mountain Advisors LLC
Downloads 660
8.

Life Annuities: An Optimal Product for Retirement Income

CFA Institute Research Foundation Monograph
Number of pages: 150 Posted: 01 Mar 2015
Accepted Paper Series
York University - Schulich School of Business
Downloads 539
9.

Financial Market History: Reflections on the Past for Investors Today

CFA Institute Research Foundation 2016M-3
Number of pages: 306 Posted: 10 Mar 2017
Accepted Paper Series
University of Cambridge - Judge Business School, Department of Finance & Accounting and University of Cambridge - Judge Business School
Downloads 516
10.

Trading and Electronic Markets: What Investment Professionals Need to Know

CFA Institute Research Foundation 2015-3
Number of pages: 94 Posted: 19 Nov 2015
Accepted Paper Series
University of Southern California - Marshall School of Business - Finance and Business Economics Department
Downloads 460
11.

The Current State of Quantitative Equity Investing

CFA Institute Research Foundation; Literature Review, Volume 13, Issue 1, June 2018
Number of pages: 74 Posted: 06 Sep 2018
Accepted Paper Series
Suffolk University and Driehaus Capital Management LLC
Downloads 400
12.

FinTech and RegTech in a Nutshell, and the Future in a Sandbox

CFA Institute Research Foundation Vol. 3, Issue 4, pp. 1-20, July 2017, ISBN: 978-1-944960-25-4, University of Hong Kong Faculty of Law Research Paper No. 2017/040
Number of pages: 30 Posted: 18 Dec 2017 Last Revised: 24 Jan 2018
Working Paper Series
The University of Hong Kong - Faculty of Law, The University of Hong Kong - Faculty of Law and University of New South Wales (UNSW) - Faculty of Law
Downloads 398
13.

Portfolio Structuring and the Value of Forecasting

CFA Institute Research Foundation 2016B - 4
Number of pages: 40 Posted: 31 May 2017
Accepted Paper Series
CFA Institute, BlackRock, Inc, Kepos Capital LP, Orbis Investment Management Limited, University of Pennsylvania, Good Judgment Inc. and Saint Louis University - Richard A. Chaifetz School of Business
Downloads 356
14.

Investor Risk Profiling: An Overview

CFA Institute Research Foundation
Number of pages: 16 Posted: 24 Apr 2015
Working Paper Series
Fidante Partners
Downloads 342
15.

Investment Management: A Science to Teach or an Art to Learn

CFA Institute Research Foundation Monograph
Number of pages: 126 Posted: 01 Mar 2015
Accepted Paper Series
EDHEC Business School, The Intertek Group and CFA Institute Research Foundation
Downloads 337
16.

Geopolitics for Investors

CFA Institute Research Foundation M2015-1
Number of pages: 83 Posted: 18 Mar 2015
Accepted Paper Series
DRPM Group
Downloads 331
17.

The Principal - Agent Problem in Finance

CFA Institute Research Foundation L2014-1
Number of pages: 59 Posted: 08 Mar 2015
Accepted Paper Series
CFA Institute Research Foundation
Downloads 312
18.

Manager Selection

CFA Institute Research Foundation M2013-4
Number of pages: 148 Posted: 08 Mar 2015
Accepted Paper Series
Boston University - Questrom School of Business
Downloads 308
19.

Islamic Finance: Ethics, Concepts, Practice

CFA Institute Research Foundation L2014-3
Number of pages: 130 Posted: 09 Jun 2015
Accepted Paper Series
CFA Institute and University of Oxford
Downloads 295
20.

Literature Review: Technical Analysis - Modern Perspectives

CFA Institute Research Foundation 2016L - 1
Number of pages: 45 Posted: 31 May 2017
Accepted Paper Series
Market Technicians Association, Banyan Hill Publishing and SectorAnalytics, Inc
Downloads 293
21.

The New Economics of Liquidity and Financial Frictions

CFA Institute Research Foundation Working Paper No. 3
Number of pages: 126 Posted: 16 Jan 2015
Accepted Paper Series
CFA Institute
Downloads 268
22.

The Evolution of Asset/Liability Management

CFA Institute Research Foundation Literature Review
Number of pages: 25 Posted: 01 Mar 2015 Last Revised: 28 Mar 2015
Accepted Paper Series
Ryan ALM, Inc.
Downloads 255
23.

Fund Management: An Emotional Finance Perspective

CFA Institute Research Foundation, ISBN 978-1-934667-49-1, WBS Finance Group Research Paper
Number of pages: 117 Posted: 09 Jun 2015
Accepted Paper Series
University College London - Centre for the Study of Decision-Making Uncertainty and University of Warwick - Finance Group
Downloads 251
24.

Fundamentals of Futures and Options

CFA Institute Research Foundation 2013 - 3
Number of pages: 202 Posted: 09 Jun 2015 Last Revised: 13 Jun 2015
Accepted Paper Series
Ensign Peak Advisors, Analytic Investors, Inc. and BYU Marriott School of Business
Downloads 216
25.

The Industrial Organization of the Global Asset Management Business

CFA Institute Research Foundation M2015-4
Number of pages: 114 Posted: 16 Jan 2016
Accepted Paper Series
New York University - Leonard N. Stern School of Business
Downloads 196
26.

Risk Tolerance and Circumstances

CFA Institute Research Foundation Briefs, March 2018, Volume 4, Issue 2
Number of pages: 24 Posted: 16 Oct 2018
Working Paper Series
Princeton University and Fidante Partners
Downloads 185
27.

Longevity Risk and Retirement Income Planning

CFA Institute Research Foundation 2015-LR1
Number of pages: 106 Posted: 19 Jan 2016
Accepted Paper Series
Schultz Collins, Inc., Schultz Collins, Inc. and Independent
Downloads 172
28.

Investment Management after the Global Financial Crisis

CFA Institute Research Foundation M2010-1
Number of pages: 156 Posted: 08 Mar 2015
Accepted Paper Series
EDHEC Business School, The Intertek Group and CFA Institute Research Foundation
Downloads 164
29.

Research Foundation Year in Review -- 2014

CFA Institute Research Foundation R2015
Number of pages: 84 Posted: 11 Jun 2015
Accepted Paper Series
CFA Institute Research Foundation, Environmental Financial Products, LLC, Environmental Financial Products, LLC, Environmental Financial Products, LLC, Environmental Financial Products, LLC, EDHEC Business School, The Intertek Group, CFA Institute Research Foundation, CFA Institute Research Foundation, Arizona State University, CFA Institute Research Foundation, Boston University - Questrom School of Business, Pimco, PIMCO, University of Oxford, CFA Institute, Government of the Commonwealth of Virginia, CFA Institute Research Foundation and CFA Institute
Downloads 155
30.

Frontier Market Equity Investing: Finding the Winners of the Future (a Summary)

Number of pages: 7 Posted: 11 Jun 2013
Working Paper Series
Frontier Market Asset Management
Downloads 138
31.

Ethics and Financial Markets: The Role of the Analyst

CFA Institute Research Foundation L2013-2
Number of pages: 89 Posted: 07 Mar 2015
Accepted Paper Series
Arizona State University
Downloads 128
32.

A New Look at Currency Investing (A Summary)

CFA Institute Research Foundation
Number of pages: 4 Posted: 29 Mar 2015
Accepted Paper Series
Fischer Francis Trees & Watts, Inc. and New York University (NYU) - Department of Finance
Downloads 114
33.

Equity Valuation Science, Art, or Craft?

CFA Institute Research Foundation Publications, December 2017, Volume 2017, Issue 4
Number of pages: 138 Posted: 16 Oct 2018
Working Paper Series
EDHEC Business School, Ecole Superieure d'Ingenierie Leonard de Vinci (ESILV) and Intertek Group France
Downloads 112
34.

Alternative Investments: A Primer for Investment Professionals

CFA Institute Research Foundation Publications, March 2018, Volume 2018, Issue 1, ISBN 978-1-944960-37-7
Number of pages: 183 Posted: 19 Oct 2018
Working Paper Series
Chartered Alternative Investment Analyst Association (CAIA), Chartered Alternative Investment Analyst Association (CAIA) and Chartered Alternative Investment Analyst Association (CAIA)
Downloads 105
35.

Frontier Markets Equity Investing: Finding the Winners of the Future

CFA Institute Research Foundation M2011-2
Number of pages: 108 Posted: 09 Jun 2015
Accepted Paper Series
Frontier Market Asset Management
Downloads 94
36.

Research Foundation Year in Review -- 2013

CFA Institute Research Foundation R2014
Number of pages: 90 Posted: 11 Jun 2015
Accepted Paper Series
CFA Institute Research Foundation, York University - Schulich School of Business, Ensign Peak Advisors, Analytic Investors, Inc., BYU Marriott School of Business, Boston University - Questrom School of Business, Arizona State University, Ryan ALM, Inc., University of Warwick - Finance Group, University College London - Centre for the Study of Decision-Making Uncertainty, Independent, CFA Institute Research Foundation, CFA Institute Research Foundation, Allocationmetrics Limited, Independent, Barclays and Target Corporation
Downloads 89
37.

Financial Risk Tolerance: A Psychometric Review

CFA Institute Research Foundation Vol. 4 Issue 1, pp. 1-20, June 2017, ISBN: 978-1-944960-19-3
Number of pages: 27 Posted: 18 Dec 2017
Working Paper Series
University of Georgia - Department of Housing & Consumer Economics
Downloads 82
38.

Research Foundation Year in Review -- 2012

CFA Institute Research Foundation R2013
Number of pages: 76 Posted: 11 Jun 2015 Last Revised: 20 Mar 2016
Accepted Paper Series
AQR Capital Management, University of Warwick - Finance Group, University College London - Centre for the Study of Decision-Making Uncertainty, Boston University - Department of Finance & Economics, CFA Institute Research Foundation, CFA Institute, Fischer Francis Trees & Watts, Inc., New York University (NYU) - Department of Finance, Minnesota State University, Mankato, CFA Institute, Webster University, Environmental Financial Products, LLC, University of Cambridge - Judge Business School, Target Corporation, CFA Institute Research Foundation and University of Cambridge - Judge Business School, Department of Finance & Accounting
Downloads 81
39.

Gender Diversity in Investment Management: New Research for Practitioners on How to Close the Gender Gap

CFA Institute Research Foundation 2016B - 5
Number of pages: 16 Posted: 31 May 2017
Accepted Paper Series
CFA Institute, University of Oxford, University of California, Davis and University of California, Berkeley - Haas School of Business
Downloads 80
40.

Investment Professionals and Fiduciary Duties

CFA Institute Research Foundation Literature Review
Number of pages: 41 Posted: 01 Mar 2015
Accepted Paper Series
Arizona State University
Downloads 80
41.

The Equity Risk Premium: A Contextual Literature Review

CFA Institute Research Foundation Volume 12, Issue 1, pp. 1-30, November 2017, ISBN: 978-1-944960-31-5
Number of pages: 39 Posted: 18 Dec 2017
Working Paper Series
CFA Institute Research Foundation
Downloads 79
42.

Annuities and Retirement Income Planning

CFA Institute Research Foundation 2016B - 2
Number of pages: 27 Posted: 31 May 2017
Accepted Paper Series
Schultz Collins, Inc.
Downloads 77
43.

Impact of Reporting Frequency on UK Public Companies

CFA Institute Research Foundation 2017B - 1, Columbia Business School Research Paper No. 17-59
Number of pages: 28 Posted: 31 May 2017
Accepted Paper Series
Massachusetts Institute of Technology (MIT) - Sloan School of Management, Duke University - Fuqua School of Business and Columbia Business School
Downloads 75
44.

New Vistas in Risk Profiling

CFA Institute Research Foundation Volume 3, Issue 5,pp. 1-23, August 2017, ISBN: 978-1-944960-23-0
Number of pages: 32 Posted: 18 Dec 2017
Working Paper Series
Centapse
Downloads 72
45.

Asian Structured Products

CFA Institute Research Foundation Volume 3, Issue 6, pp.1-23, August 2017, ISBN: 978-1-944960-27-8
Number of pages: 23 Posted: 18 Dec 2017
Working Paper Series
Independent and Independent
Downloads 65
46.

A Primer for Investment Trustees

CFA Institute Research Foundation M2011-1
Number of pages: 120 Posted: 08 Mar 2015
Accepted Paper Series
Target Corporation, Nuveen HydePark Group and affiliation not provided to SSRN
Downloads 57
47.

Environmental Markets: A New Asset Class

CFA Institute Research Foundation, ISBN 978-1-934667-66-8
Number of pages: 176 Posted: 09 Jun 2015 Last Revised: 10 Jun 2015
Accepted Paper Series
Environmental Financial Products, LLC, Environmental Financial Products, LLC, Environmental Financial Products, LLC and Environmental Financial Products, LLC
Downloads 56
48.

A Primer for Investment Trustees (a Summary)

Number of pages: 7 Posted: 29 Mar 2015
Working Paper Series
CFA Institute Research Foundation, affiliation not provided to SSRN and Independent
Downloads 53
49.

Risk Profiling and Tolerance: Insights for the Private Wealth Manager

CFA Institute Research Foundation Publications, June 2018
Number of pages: 112 Posted: 16 Oct 2018
Working Paper Series
Fidante Partners
Downloads 53
50.

A Primer for Investment Trustees: Understanding Investment Committee Responsibilities

CFA Institute Research Foundation Volume 2017, Issue 3, pp. 1–143 October 2017; ISBN: 978-1-944960-29-2,
Number of pages: 161 Posted: 18 Dec 2017
Working Paper Series
Target Corporation and Independent
Downloads 45