CFA Institute Research Foundation Helping investment professionals help society

The CFA Institute Research Foundation is a not-for-profit organization that sponsors independent research for investors and investment professionals around the world. The foundation’s activities support the CFA Institute mission of promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Publications & Research

We publish research that is relevant, comprehensive, and offers innovation and insight, including monographs, literature reviews, webcasts, and more.

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Currently Funded Projects

  • Exchange Traded Funds
  • Analyzing Politics, Policy and Geopolitical Issues
  • Structure of the Global Investment Management Industry

Submit a research proposal (PDF) | Ask your research questions (PDF)


We partner with various CFA member societies, universities, corporations, and other organizations to share our research with investment professionals.

Meet our partners

Leadership Circle

The Research Foundation Leadership Circle honors investment professionals whose outstanding commitment and contributions have benefited the CFA Institute Research Foundation.

View our most recent Leadership Circle inductees Frank Reilly, CFA and Fred Speece, CFA with Research Foundation Chairman Jeff Bailey, CFA (JPG). They join the following Leadership Circle members:

Gary Brinson
Gary Brinson
George Noyes
George Noyes
Walter Stern
Walter Stern
James R. Vertin
James R. Vertin

Support the Research Foundation


The foundation is a 501(c)(3) corporation solely sponsored by CFA Institute members and investment professionals. Your donation enables us to continue our important mission to fund, publish, and distribute in-depth, high quality, independent research relevant to the global investment community. Contributions are tax deductible within the limits provided by law.

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We offer volunteer opportunities for those interested in supporting our research efforts.

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