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CFA Institute Research Foundation Series

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Viewing: 1 - 50 of 67 papers

1.

The Productivity Puzzle: Restoring Economic Dynamism

CFA Institute Research Foundation Publications, October 2019, ISBN 978-1-944960-83-4
Number of pages: 284 Posted: 12 Nov 2019
Working Paper Series
CFA Institute and CFA Institute Research Foundation
Downloads 24
2.

University Endowments: A Primer

CFA Institute Research Foundation Briefs, July 2019, ISBN 978-1-944960-79-7
Number of pages: 22 Posted: 12 Nov 2019
Working Paper Series
Oesterreichische Nationalbank (OeNB) and ZZ Vermöegensverwaltung GmbH
Downloads 45
3.

Tontines: A Practitioner's Guide to Mortality-Pooled Investments

CFA Institute Research Foundation Briefs, July 2019, ISBN 978-1-944960-75-9
Number of pages: 34 Posted: 12 Nov 2019
Working Paper Series
Nuova Longevità Research
Downloads 30
4.

Ten Years After: Reflections on the Global Financial Crisis

CFA Institute Research Foundation Briefs, May 2019, ISBN 978-1-944960-73-5
Number of pages: 44 Posted: 12 Nov 2019
Working Paper Series
CFA Institute Research Foundation and Florida Atlantic University - Department of Finance
Downloads 65
5.

Investment Governance for Fiduciaries

CFA Institute Research Foundation Publications, April 2019, ISBN 978-1-944960-69-8
Number of pages: 192 Posted: 12 Nov 2019
Working Paper Series
Griffith University and The University of Notre Dame Australia
Downloads 34
6.

Relationship Alpha

CFA Institute Research Foundation Briefs, April 2019, ISBN 978-1-944960-67-4
Number of pages: 40 Posted: 12 Nov 2019
Working Paper Series
University of Pennsylvania - The Wharton School
Downloads 37
7.

Some Like it Hedged

CFA Institute Research Foundation Publications, November 2018, ISBN 978-1-944960-58-2
Number of pages: 26 Posted: 08 Nov 2019
Working Paper Series
Fischer Francis Trees & Watts, Inc.
Downloads 26
8.

Research Foundation Review 2017

CFA Institute Research Foundation Review 2017, University of Hong Kong Faculty of Law Research Paper No. 2019/109
Number of pages: 83 Posted: 08 Nov 2019 Last Revised: 17 Dec 2019
Working Paper Series
CFA Institute, CFA Institute, EDHEC Business School, Ecole Superieure d'Ingenierie Leonard de Vinci (ESILV), CFA Institute Research Foundation, CFA Institute Research Foundation, Independent, Duke University - Fuqua School of Business, Columbia Business School, Texas Tech University - College of Human Sciences, The University of Hong Kong - Faculty of Law, The University of Hong Kong - Faculty of Law, University of New South Wales (UNSW) - Faculty of Law, University of Oxford - Said Business School, Independent and Independent
Downloads 14
9.

Secure Retirement: Connecting Financial Theory and Human Behavior

CFA Institute Research Foundation Publications, September 2019, ISBN 978-1-944960-81-0
Number of pages: 274 Posted: 07 Nov 2019
Working Paper Series
CFA Institute
Downloads 306
10.

A Cash-Flow Focus for Endowments and Trusts

CFA Institute Research Foundation Briefs, August 2019, ISBN 978-1-944960-77-3
Number of pages: 44 Posted: 23 Oct 2019
Working Paper Series
The Jeffrey Company
Downloads 18
11.

Popularity: A Bridge between Classical and Behavioral Finance

CFA Institute Research Foundation Publications, December 2018, ISBN 978-1-944960-60-5
Number of pages: 163 Posted: 23 Oct 2019
Working Paper Series
Yale School of Management, Morningstar Investment Management, Morningstar Canada and Morningstar Investment Management
Downloads 242
12.

The Future of Investment Management

CFA Institute Research Foundation Publications, November 2018, ISBN 978-1-944960-56-8
Number of pages: 138 Posted: 23 Oct 2019
Working Paper Series
BlackRock, Inc - San Francisco
Downloads 129
13.

Mainstreaming Sustainable Investing

CFA Institute Research Foundation Publications, October 2018, Volume 4, Issue 7, ISBN 978-1-944960-63-6
Number of pages: 36 Posted: 23 Oct 2019
Working Paper Series
Independent
Downloads 41
14.

Foundations of High-Yield Analysis

CFA Institute Research Foundation Publications, August 2018, Volume 4, Issue 5, ISBN 978-1-944960-53-7
Number of pages: 66 Posted: 23 Oct 2019
Working Paper Series
Lehmann, Livian, Fridson Advisors LLC
Downloads 62
15.

Research Foundation Review 2018

CFA Institute Research Foundation Review 2018
Number of pages: 94 Posted: 23 Oct 2019
Working Paper Series
CFA Institute, CFA Institute Research Foundation, CFA Institute Research Foundation, CFA Institute Research Foundation, Chartered Alternative Investment Analyst Association (CAIA), Chartered Alternative Investment Analyst Association (CAIA), Chartered Alternative Investment Analyst Association (CAIA), BlackRock, Inc - San Francisco, Yale School of Management, Morningstar Investment Management, Morningstar Canada, Morningstar Investment Management, IBS, Driehaus Capital Management LLC, Lehmann, Livian, Fridson Advisors LLC, Government of the Federative Republic of Brazil - Central Bank of Brazil, Independent, Princeton University - Department of Psychology, Fidante Partners, Fischer Francis Trees & Watts, Inc. and ProShare Advisors LLC
Downloads 63
16.

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 241
17.

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 131
18.

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 221
19.

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 232
20.

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 565
21.

Latin American Local Capital Markets: Challenges and Solutions

CFA Institute Research Foundation; Research Foundation Publications, Volume 4, Issue 3 June 2018
Number of pages: 94 Posted: 06 Sep 2018
Accepted Paper Series
CFA Institute Research Foundation
Downloads 39
22.

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 53
23.

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 102
24.

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 116
25.

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 672
26.

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 85
27.

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 135
28.

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 442
29.

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 89
30.

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
Downloads 446
31.

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 124
32.

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

CFA Institute Research Foundation 2016M - 1
Number of pages: 152 Posted: 31 May 2017
Accepted Paper Series
Focus Consulting Group
Downloads 41
33.

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 94
34.

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 and University of Cambridge - Judge Business School
Downloads 657
35.

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 1,172
36.

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 190
37.

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 214
38.

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 511
39.

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 2,257
40.

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 159
41.

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 101
42.

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
Downloads 88
43.

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 328
44.

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 113
45.

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 1,810
46.

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 838
47.

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 259
48.

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 66
49.

Fund Management: An Emotional Finance Perspective

CFA Institute Research Foundation, ISBN 978-1-934667-49-1, WBS Finance Group Research Paper No. 232
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 383
50.

Investor Risk Profiling: An Overview

CFA Institute Research Foundation
Number of pages: 16 Posted: 24 Apr 2015
Working Paper Series
Fidante Partners
Downloads 366