Research and Policy Center

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🔔 Kick off the year with the first Conversations with Frank Fabozzi, CFA of 2025. Frank speaks with Lori Heinel, Executive Vice President and Global Chief Investment Officer at State Street Global Advisors, who shares her perspective on the investment management industry. Join us as Lori shares her invaluable insights and perspectives on the investment management industry, exploring the trends, challenges, and opportunities shaping the future of finance. January 23, 2025 | 12:00pm ET 🎟️ Register Today: https://lnkd.in/eMR5uMF9

“Pensions in the Age of Artificial Intelligence,” author Genevieve Hayman explores how AI — including AI agents, LLMs, and ML — can be used across the pension value chain to support critical functions and allow pensions to better serve the diversity of their members. Experts and practitioners who contributed to this report include: Arun Kelshiker CFA, CAIA, Aled Davies, Cameron Skinner, CFA, Felix Mantz, Kris Elliott, Ashby Monk, Stewart Patterson, Oliver Wright, Nga Pham, CFA., James Phare, Beba Cibralic, PhD, Abeba Birhane, Sarah Leslie, RYUJIRO MIKI, Lynn Pointon, Amanda Burden, Gill Mitchell, Zorast Wadia, and Charles Wu. Read the report: https://lnkd.in/eMQJbmtq

As populations age and fertility rates drop, the global pension landscape faces unprecedented challenges. How can policymakers and financial professionals adapt to secure dignified retirements? Mercer’s David Knox, PhD, highlights the critical need for reform and lessons learned from top-performing pension systems. Read his #EnterprisingInvestor blog: https://lnkd.in/eaCN3-XD

Wrapping up the Financial Analysts Journal's 79th year as the leading practitioner journal in the investment management community with our 10 most downloaded articles of 2024: 🔹Stocks for the Long Run? Sometimes Yes, Sometimes No - Edward McQuarrie 🔹Earning Alpha by Avoiding the Index Rebalancing Crowd - Rob D. Arnott 🔹Empirical Evidence on the Stock-Bond Correlation - Roderick Molenaar 🔹Smart Rebalancing - Rob D. Arnott 🔹Direct Lending Returns - Antti Suhonen 🔹Fundamental Analysis via Machine Learning - Kai Cao 🔹Estimating Long-Term Expected Returns - Rui Ma 🔹Factor-Mimicking Portfolios for Climate Risk - Gianluca De Nard, PhD 🔹Redefining the Optimal Retirement Income Strategy - David Blanchett 🔹Investing in Deflation, Inflation, and Stagflation Regimes - Guido Baltussen Read all of the articles here: https://lnkd.in/e3gjfEUr CFA Institute

Learn more from the authors who contributed to CFA Institute Research and Policy Center net-zero guide, "Investment Innovations Toward Achieving Net Zero: Voices of Influence." All videos are embedded on each report's page. Ma Jun, Tom Gosling, Mike Chen, Jane Ambachtsheer, Alex Bernhardt, Raul Leote de Carvalho Explore all the reports, videos and member exclusive In Practice content at: https://lnkd.in/eQKUCdSY

What trends and ideas are shaping the future of finance? Mark Fortune recaps the CFA Institute Research and Policy Center's Top 10 of 2024 list in #EnterprisingInvestor. This list features research from notable authors, including: Alfonso Ricciardelli, CFA Phil Clements, CFA, CAIA, FDP, Roger Urwin, Serena Espeute, Rhodri Preece, CFA, Brian Pisaneschi, CFA, Winnie Mak, Andres Vinelli, Jordan Doyle, Genevieve Hayman, Deborah Kidd, CFA, James Harrington, Carla S. Nunes, CFA, and Anas Aboulamer, Ph.D. Read the blog: https://lnkd.in/e4g__td2

JUST RELEASED: A team from Man Group—led by Robert Furdak, CFA, Chief Investment Officer-Responsible Investment—stress the importance of understanding emissions data. Investors can make more informed decisions when they have all the facts about how that data is calculated and reported, including potential biases.

JUST RELEASED! Andy Moniz, Lukasz Pomorski, Devin Nial, and Jerry Yu from Acadian Asset Management author team explain how #machinelearning and #naturallanguageprocessing enable investors to address climate data limitations, analyze corporate climate commitments, and build forward-looking, credible net-zero portfolio strategies despite inherent uncertainties. CFA Institute. Read the report to uncover their 6 key takeaways: https://lnkd.in/e8q7VFFg

What were the most-read financial insights of 2024? Our list covers a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year. Thank you to all the authors who contributed to this list, including: Ludovic Phalippou, Edward McQuarrie, Charles De Andrade, CAIA, Soren Godbersen, Howard Marks, Alvin Ho, Janet Wong, CFA, Raphael Palone, CFA, CAIA, FRM, MSc, Stephen Campisi, CFA, Richard Ennis, Marc Fandetti, Mark Higgins, CFA, CFP®,Oaktree Capital Management, L.P., CFA Society Hong Kong Read the list: https://lnkd.in/eZXEycap