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Cfa Institute Research Foundation

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Nonprofit Overview

Causes: Education

Mission: Cfa institute research foundations mission is to provide independent, high-quality research that helps investment professionals effectively fulfill their duties with prudence, loyalty and care. The foundation emphasizes research of practical value to investment professionals, while exploring new and challenging topics that provide a unique perspective in the evolving profession of investment management.

Programs: Cfa institute research foundation sponsored, published and distributed research that contributed to the global body of knowledge that investment professionals around the world use in their day-to-day practice. Over the past year, the foundation published: research foundation review (may 2017), factor investing and asset allocation: a business cycle perspective (december 2016), financial market history: reflections on the past for investors today (december 2016), asian structured products (august 2017), new vistas in risk profiling (august 2017), fintech and regtech in a nutshell, and the future in a sandbox (june 2017), and impact of reporting frequency on uk public companies (march 2017).

cfa institute research foundation continued to administer the cfa institute 11 september memorial scholarship fund, which annually awards scholarships to students pursuing undergraduate education in finance, economics, accounting or business ethics and who are either family of the 11 september 2001 terrorist attack casualties or who themselves were disabled in the attack. During the 2016-2017 academic year the funds were awarded to 16 qualified individuals.

Community Stories

3 Stories from Volunteers, Donors & Supporters

1

Board Member

Rating: 5


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

1

Advisor

Rating: 5

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

1

Professional with expertise in this field

Rating: 5

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