CFA Institute Research Foundation

Access expert insights from leading financial minds, wherever and whenever you want. The Financial Thought Exchange Podcast brings you in-depth discussions on markets, investing, and the future of finance. ?? Available on Apple Podcasts and Spotify: https://lnkd.in/ebqe_SR2 #CFAResearchFoundation #FinancialInsights #Podcast

How did Renaissance Technologies become finance’s greatest outlier? According to Gregory Zuckerman, it wasn’t luck but rather a radically different way of working. Discover how Jim Simons created something extraordinary. ?? https://lnkd.in/ecwrGrAm #CFAResearchFoundation #FinancialInnovation Larry Siegel

The poll results are in, and it’s clear many of you see a future that blends both active and passive approaches. A small but notable group also pointed to “hyper-managed” portfolios — a direction that may be closer than we think. What do these findings say about where portfolio management is headed? Share your perspective below! For a deeper look at how technology and investor preferences are driving a next-level shift past today’s active/passive debate, explore Beyond Active and Passive Investing. Authors Marc Reinganum and Kenneth A. Blay highlight why truly customized solutions might be the future of finance: https://lnkd.in/eX7QqYJC #CFAResearchFoundation #PortfolioCustomization #FutureOfInvesting

They’re mathematicians, not your typical Wall Streeters — yet they built one of the most influential (and secretive) trading firms in the world. Author Gregory Zuckerman joins Financial Thought Exchange’s Larry Siegel to reveal how Renaissance Technologies fosters radical collaboration, employs leading thinkers from far outside the investment profession, pioneered machine learning long before it was cool, and changed the game for quantitative investing. Tune in to hear how “managing genius” became their secret weapon: https://lnkd.in/ecwrGrAm #CFAResearchFoundation #TechInFinance #MachineLearning

Portfolio management is at a crossroads. With so many factors shaping the future—active strategies, passive growth, or even new approaches—what do you think will have the most lasting impact? Vote below!

This new research explores how risk, when positioned strategically, becomes an advantage, why time horizons are the key to unlocking value, and how adaptability separates passive participants from true market leaders. If you are ready to rethink your approach, start here. ?? Get the brief now. https://lnkd.in/eHXZiVkm #CFAResearchFoundation #AssetManagement #MarketAnalysis Brian Singer, CFA Lotta Moberg, PhD, CFA

Want to hear how top investors, economists, and financial thought leaders really think? We’re talking quant strategies and market inefficiencies to risk, returns, and the future of investing — straight from the experts driving the industry forward. If you follow the markets, you’ll want to follow this. Subscribe on YouTube and stay ahead of the game. ?? https://lnkd.in/e8Wtjr4d #CFAResearchFoundation #Investing #MarketInsights #Finance

Smart beta strategies have reshaped index investing, with nearly $2 trillion in equity under management. Explore how factor-based investing is driving investment precision. https://lnkd.in/eX7QqYJC #CFAResearchFoundation #FundAUM #InvestorInsights

AI is transforming finance, but its role goes beyond just making predictions. Dr. Philip Maymin, a portfolio manager, professor, and AI expert, joins the Financial Thought Exchange to decode what AI can and can’t do in markets, risk, and decision-making. He explores how machine learning is shaping trading and asset allocation, the challenges of true intelligence vs. automation, and even its crossover into areas like sports analytics. https://lnkd.in/ex3-p5UD #CFAResearchFoundation #AI #Fintech Lotta Moberg, PhD, CFA

50 years after Stocks, Bonds, Bills, and Inflation first launched, Roger Ibbotson's research remains a cornerstone of modern investing. ?? What drives long-term market returns? Is asset allocation really the key to success? And how do risk premiums influence the way we build wealth over time? In this fascinating conversation, Roger breaks down the data behind investing — why discipline beats market timing, how risk and return are connected, and why understanding historical trends can help guide smart decisions today. Don’t miss this look at one of the most influential data series in financial history. Watch the full discussion here: https://lnkd.in/evDnUZxP #CFAResearchFoundation #Markets #Investors Larry Siegel