CFA Institute Research and Policy Center Position Papers

CFA Institute Research and Policy Center 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 by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Latest Position Papers

EU Policy

The CFA Institute Blueprint for the 2024-2029 legislative period in the EU outlines the position of CFA Institute and its member societies in the EU and Switzerland on the main priorities for the next five years. This blueprint follows a previous one that was published in 2019, which provided an overview of key regulatory priorities and positions in the EU raised in past CFA Institute research.            

Diversity, Equity, and Inclusion Code (Europe)

The CFA Institute Diversity, Equity, and Inclusion Code (Europe) is a set of principles developed to drive greater diversity, equity, and inclusion within the investment industry in this market.

Valuation of Cryptoassets: A Guide for Investment Professionals