Finance & Investment

Center for Research and Policy Top 10 Articles of 2024

In this research foundation book edited by Alfonso Ricciardelli, CFA and Philip Clements, CFA, practitioners introduce alternative credit assets Main characteristics of the category. They focus on major transactions to assess these characteristics and their impact on investors. They also discuss the continued growth and potential evolution of market expectations.

FSIP’s Roger Urwin asserts that net zero emissions require transformational change and significant investment. This guide helps industry leaders implement net zero investments. Based on interviews with more than 20 industry leaders, it provides practical guidance that emphasizes the importance of a mindset shift and highlights strategies for success.

In this report, Serena Espeute and Rhodri G. Preece, CFA, examine how young investors use content from financial influencers on social media platforms such as YouTube, TikTok and Instagram to gather information and make investment decisions.

The opportunity to earn a strong LL.M. like ChatGPT is reshaping the role of the investment industry. In this report, Brian Pisaneschi, CFA, discusses how to ethically build investment models in the open source community. He defines alternative data and presents case studies on ESG investing.

Winnie Mak and Andres Vinelli explore actions that investors, asset managers, corporates and policymakers may consider taking to improve disclosure of transition plans, clarify transition activities and reduce risks associated with transition financing.

Innovations such as smart beta exchange-traded funds (ETFs) and direct indexing move beyond traditional capital-weighted strategies and incorporate varying degrees of active management. In this article, Jordan Doyle and Genevieve Hayman provide an updated framework for active management to capture the full range of index-based strategies and support informed investment decisions.

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Climate-related data are critical for assessing and managing the financial risks and opportunities posed by climate change, but these data are often inconsistent and unreliable. This paper by Andres Vinelli, Deborah Kidd, CFA, and Tyler Gellasch discusses increasing transparency how regulations are evolving and advise investors on how to effectively use the data available to them.

Private markets have expanded dramatically since the financial crisis. While supporters praised its efficiency, critics called for greater regulation, writes Stephen Deane, CFA. This report explains how private markets work and uses the results of CFA Institute’s global survey to provide recommendations to investors and policymakers.

The cost of capital, the expected rate of return a market requires to attract money to invest, is one of the most important concepts in finance, write James P. Harrington, Carla Nunes, CFA, and Anas Aboulamer. This article provides a good understanding of this, which is crucial for making global investment decisions.

The CFA Institute Research and Policy Center convened net zero thought leaders and investing luminaries to explore the big ideas surrounding achieving net zero. These influential voices provide practical guidance to investors, asset managers, investment professionals and regulators. More than 50 authors from the United States, Europe and Asia have collaborated on 16 research projects, which we are delivering on a staggered publication schedule.

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All posts are the opinions of the author. Therefore, they should not be considered investment advice, and the views expressed do not necessarily reflect the views of CFA Institute or the author’s employer.

Image Credit: ©Getty Images/Ascent/PKS Media Inc.


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