CFA Institute Launches Global Research and Policy Center

Inaugural flagship research report identifies four future-state scenarios for the investment industry.

NEW YORK, Sept. 6, 2023 /CNW/ -- CFA Institute, the global association of investment professionals, announces the launch of its new Research and Policy Center to engage and convene thought leaders, policymakers, decision-makers, and a community of subject-matter experts on the most impactful themes facing the investment industry.

The Research and Policy Center is firmly anchored to the CFA Institute tenets of intellectual independence, impartiality, and technical rigor, and will drive engagement by transforming research insights into actions organized around four themes: Capital Markets, Technology, the Future of the Industry, and Sustainability. 

Today's launch of the Research and Policy Center includes the release of new flagship research on the Future State of the Investment Industry, which draws on survey responses from 3,000 investment professionals globally to offer a macro perspective of the megatrends and scenarios shaping the future of the industry, and how current and aspiring investment professionals can best prepare for what is to come.

Paul Andrews, Managing Director for Research, Advocacy, and Standards at CFA Institute comments:

"The marketplace of ideas is all too often characterized by research or policy positions without practical value or skewed by bias or partiality. The CFA Institute Research and Policy Center offers a non-partisan forum for industry leaders, regulators, and subject-matter experts to address unprecedented and often systemic challenges and opportunities that are facing the investment industry. Our goal is for the Research and Policy Center to be a positive force for the industry, delivering and transforming research insights into actions and practical applications that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society."

New, Inaugural Flagship Research

New industry-leading research on the Future State of the Investment Industry, published today, is part of a new research series titled New Generation of Investors, New Ways of Investing that aims to help professionals, firms, and policymakers understand and react to the forces of change.

Through interviews and scenario modelling, the Future State of the Investment Industry presents four narratives to assist practitioners and the industry to anticipate, consider, and calibrate for the years ahead: Diverging Worlds, Sustainable Finance, Digital Transformation, and The End of Cheap Money. These scenarios illustrate potential development pathways for the industry, bring forth new findings, and inform recommendations for investment organizations and investment professionals.

Rhodri Preece, CFA, Senior Head of Research, CFA Institute, comments:

"Our Future State of the Investment Industry survey findings show an investment industry at an inflexion point. Forces that have defined the sector for years, if not for the last five decades, have begun to shift or even reverse, with economies under strain as we enter a new, uncertain, and transformational era. Our analysis reveals several implications for firms, including opportunities for greater product personalization, AI-driven productivity gains, and industry conditions that are more conducive for successful active managers to demonstrate their value. The challenge to the industry and to investment professionals will be to adapt quickly and to create a better, more integrated, more sustainable, and more client-focused sector."

To access the Future State of the Investment Industry report, including key findings, visit

https://rpc.cfainstitute.org/en/research/reports/2023/future-state-of-the-investment-industry

To go to the Research and Policy Center, visit: http://rpc.cfainstitute.org

For further comment or information, contact [email protected].

About the CFA Institute Research and Policy Center
The CFA Institute Research and Policy Center is a positive-influencing force in the global investment industry, transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society. It brings together CFA Institute expertise along with a diverse, cross-disciplinary community of subject matter experts working collaboratively to address complex problems. It is informed by the perspective of practitioners and the convening power, impartiality, and credibility of CFA Institute, whose mission is to lead the investment profession globally.

Visit the Research and Policy Center at http://rpc.cfainstitute.org

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors' interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA® charterholders worldwide in more than 160 markets. CFA Institute has ten offices worldwide and 160 local societies. For more information, visit www.cfainstitute.org or follow us on LinkedIn and Twitter at @CFAInstitute.

SOURCE CFA Institute