Research Foundation Review 2018

94 Pages Posted: 23 Oct 2019

See all articles by Paul Smith

Paul Smith

CFA Institute

Theodore R. Aronson

CFA Institute Research Foundation

Bud Haslett

CFA Institute Research Foundation

Laurence B. Siegel

CFA Institute Research Foundation; Ford Foundation

Donald R. Chambers

Chartered Alternative Investment Analyst Association (CAIA)

Keith Black

Chartered Alternative Investment Analyst Association (CAIA)

Nelson J. Lacey

Chartered Alternative Investment Analyst Association (CAIA)

Ronald N. Kahn

BlackRock, Inc - San Francisco

Roger G. Ibbotson

Yale School of Management; Zebra Capital Management, LLC

Thomas M. Idzorek

Morningstar Investment Management; Ibbotson Associates - A Morningstar Company

Paul D. Kaplan

Morningstar Canada

James X. Xiong

Morningstar Investment Management

Ying L. Becker

IBS

Marc R. Reinganum

Driehaus Capital Management LLC; OppenheimerFunds, Inc. - Main Street Team; Reinganum Consulting

Martin S. Fridson

Lehmann, Livian, Fridson Advisors LLC

Mauro Costa Miranda

Government of the Federative Republic of Brazil - Central Bank of Brazil

Michael Greis

Independent

Elke U. Weber

Princeton University - Department of Psychology

Joachim Klement

Fidante Partners

Momtchil Pojarliev

Fischer Francis Trees & Watts, Inc.

Joanne M. Hill

ProShare Advisors LLC

Date Written: April 13, 2019

Abstract

[The Research Foundation Review 2018 summarizes the offerings from the CFA Institute Research Foundation over the past year—books, literature reviews, workshop presentations, and other relevant material.

Keywords: CFA Institute, CFA Institute research foundation, alternative investing, active indexing, ETF, financial crisis, high yield, latin america, sustainable investing, risk tolerance, risk profiling, currency hedging, quantitative investing, alternative investing, popularity, ibbotson

JEL Classification: G01, G10

Suggested Citation

Smith, Paul and Aronson, Theodore R. and Haslett, Bud and Siegel, Laurence B. and Chambers, Donald R. and Black, Keith and Lacey, Nelson J. and Kahn, Ronald N. and Ibbotson, Roger G. and Idzorek, Thomas and Kaplan, Paul D. and Xiong, James X. and Becker, Ying L. and Reinganum, Marc R. and Fridson, Martin S. and Miranda, Mauro Costa and Greis, Michael and Weber, Elke U. and Klement, Joachim and Pojarliev, Momtchil and Hill, Joanne M., Research Foundation Review 2018 (April 13, 2019). CFA Institute Research Foundation Review 2018. Available at SSRN: https://ssrn.com/abstract=3469191 or http://dx.doi.org/10.2139/ssrn.3469191

Paul Smith

CFA Institute ( email )

915 East High Street
Charlottesville, VA 22902
United States

Theodore R. Aronson

CFA Institute Research Foundation

United States

Bud Haslett (Contact Author)

CFA Institute Research Foundation ( email )

United States

Laurence B. Siegel

CFA Institute Research Foundation ( email )

United States

Ford Foundation ( email )

320 East 43rd Street
New York, NY 10017
United States

Donald R. Chambers

Chartered Alternative Investment Analyst Association (CAIA) ( email )

100 University Drive
Amherst, MA 01002
United States

Keith Black

Chartered Alternative Investment Analyst Association (CAIA)

100 University Drive
Amherst, MA 01002
United States

Nelson J. Lacey

Chartered Alternative Investment Analyst Association (CAIA)

100 University Drive
Amherst, MA 01002
United States

Ronald N. Kahn

BlackRock, Inc - San Francisco

400 Howard Street
San Francisco, CA 94105
United States

Roger G. Ibbotson

Yale School of Management ( email )

165 Whitney Avenue
P.O. Box 208200
New Haven, CT 06520-8200
United States
203-432-6021 (Phone)
203-432-6970 (Fax)

Zebra Capital Management, LLC ( email )

2187 Atlantic Street
Stamford, CT 06902
United States
203 701 5900 (Phone)

Thomas Idzorek

Morningstar Investment Management ( email )

22 W Washington Street
Chicago, IL 60602
United States

Ibbotson Associates - A Morningstar Company ( email )

225 North Michigan Avenue
Suite 700
Chicago, IL 60601
United States
312 696-6840 (Phone)
312 696-6701 (Fax)

HOME PAGE: http://www.ibbotson.com

Paul D. Kaplan

Morningstar Canada ( email )

1 Toronto Street
Suite 500
Toronto, Ontario M5C 2W4
Canada

James X. Xiong

Morningstar Investment Management ( email )

22 West Washington Street
Chicago, IL 60602
United States

Ying L. Becker

IBS ( email )

Mailstop 32
415 South Street
Waltham, MA MA 02453-2728
United States
508-494-7530 (Phone)

Marc R. Reinganum

Driehaus Capital Management LLC

25 East Erie Street
Chicago, IL 60611
United States

OppenheimerFunds, Inc. - Main Street Team ( email )

2 World Financial Center
225 Liberty Street 11th Flr
New York, NY 10281-1008
United States

Reinganum Consulting ( email )

287 Edgerstoune Road
Princeton, NJ 08540
United States

Martin S. Fridson

Lehmann, Livian, Fridson Advisors LLC ( email )

136 E 57th Street
Suite 501
New York, NY 10022
United States

Mauro Costa Miranda

Government of the Federative Republic of Brazil - Central Bank of Brazil

P.O. Box 08670
SBS Quadra 3 Bloco B - Edificio-Sede
Brasilia, Distr. Federal 70074-900
Brazil

HOME PAGE: http://www.bcb.gov.br

Michael Greis

Independent ( email )

No Address Available

Elke U. Weber

Princeton University - Department of Psychology

Green Hall
Princeton, NJ 08540
United States

Joachim Klement

Fidante Partners ( email )

1 Tudor Street
London, EC4Y 0AH
United Kingdom
02078320956 (Phone)

Momtchil Pojarliev

Fischer Francis Trees & Watts, Inc. ( email )

200 Park Avenue, 11th Floor
New York, NY 10166
United States

Joanne M. Hill

ProShare Advisors LLC ( email )

7501 Wisconsin Ave
Suite 1000
Bethesda, MD 20814
United States
9177965360 (Phone)

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