CFA Institute

Est. 1947
501-1,000 employees Financial Services

About CFA Institute

CFA Institute is a global community of more than 190,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.

Expertise

Ethics and Education and Professional Excellence in the Investment Industry

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Why Asset Owners Need Their Own Private Markets Governance Expertise
  • 01 Oct 2026

Asset owners need standing governance expertise to protect returns, strengthen bargaining power, and prepare for private market conflicts.

By CFA Institute In Industry, Private Markets, Sustainability, Commodities
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Book Review: Causal Factor Investing: Can Factor Investing Become Scientific?
  • 30 Sep 2026

A review of Causal Factor Investing explains how causal inference can help investors build more robust factor models and reduce model risk.

By CFA Institute In Hedge Funds, Equities, Portfolio Construction, Thematic / Megatrends
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Extinction is the Easy Story for AI
  • 29 Sep 2026

AI fluency is not intelligence. Under uncertainty, human judgment, evidence, and decision design remain essential as AI’s cognitive and societal costs grow.

By CFA Institute In Thematic / Megatrends
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Trade Credit or Debt? An Operating-Cycle Test
  • 24 Sep 2026

An operating-cycle test helps analysts distinguish ordinary trade credit from debt-like payables that can distort key financial metrics.

By CFA Institute In Fixed Income, Equities
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Why Financial Advisers Matter More Than Investment Products
  • 23 Sep 2026

Financial advisers can improve investor outcomes through behavioral coaching, trust, goal alignment, and judgment as AI and automation reshape investment advice.

By CFA Institute In Industry, Wealth Practice, Thematic / Megatrends
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When Retail Capital Flow Overwhelms Institutional Fundamentals
  • 18 Sep 2026

GameStop showed that being right on fundamentals may not be enough when retail flows alter the price path. What portfolio managers can do about it.

By CFA Institute In Macro, Portfolio Construction
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Deleveraging is a Capital Allocation Decision
  • 10 Sep 2026

Deleveraging is a capital allocation decision. Investors should assess how debt, preferred claims, and balance sheet repair affect shareholder cash flow and returns.

By CFA Institute In Hedge Funds, Portfolio Construction, Fixed Income, Macro, Equities
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Structural Reforms Creating New Global Investment Opportunities
  • 09 Sep 2026

Structural reforms across global markets are creating investment opportunities by improving capital allocation, governance, infrastructure, and returns on capital.

By CFA Institute In Portfolio Construction, Sustainability, Private Markets
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Why One Stop-Loss Rule Cannot Fit Every Holding
  • 08 Sep 2026

Investors should calibrate exit thresholds to each holding’s role and volatility to avoid mistimed exits and preserve portfolio discipline.

By CFA Institute In Portfolio Construction
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