For 50 years the Research Foundation has sponsored probing investigations of topics of interest to practicing investment professionals and their clients.
As Chairman of the Research Committee, I can atte4st to the quality and integrity of the people involved, and the skill and intellect of the researchers chartered to produce the four monographs per year.
Review from Guidestar
The CFA Institute Research Foundation has been a consistent force for good in the financial industry. It's credibility is derived not only from the gravitas of the authors commissioned to write thought-leading monographs but the steadfast attention to independence over 50 years. The financial services and investment industry needs the Research Foundation's unique mandate now more than ever. I've been privileged to serve as an author and advisor for the organization.
Review from Guidestar
In my Career as a financial analyst and consultant to banks and family offices I have repeatedly used the publications of the Research Foundation to develop solutions for our clients. The publications of the Research Foundation have been specifically helpful in advising a bank in the Middle East where we could help our client implement the first target date fund based on Shariah compliant investments. This way we were able to help introduce the first professional retirement savings product that was implemented with a major corporate pension plan in the region and sold to private investors as a transparent and cost-effective solution to save for retirement.
The publications on life annuities, Islamic finance and the equity risk premium by the research foundation were key inputs in developing this product as well as other solutions for retail investors around the world.
Review from Guidestar