Enterprising Investor is a forum for provocative and useful analysis of current issues in finance and investing.
Written for investment professionals by investment professionals, it aims to elevate the most compelling perspectives from the sea of onions and research; contextualize the many educational offerings of CFA Institute; and provoke debate and an exchange the ideas among serious investment practitioners about topics of the day
New research published by CFA Institute assesses how investment industry roles and organizational culture are evolving.
As the investment industry undergoes accelerating change, the investment professional of the future must adapt and embrace new challenges and opportunities for career success. This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.
Future of Finance develops CFA Institute thought leadership to help shape a more trustworthy, forward-thinking investment profession that better serves society. Our focus is on opportunities for change, and our goal is to motivate and empower the world of finance to become an environment where investor interests come first, markets function at their best, and economies grow.
In addition to leveraging our global network of members, the Future of Finance works with a distinguished advisory council and a content council of industry leaders who provide input for projects and share our ideas throughout the investment community.
This initiative aims to improve investor outcomes by encouraging gender diversity in the investment management profession.
In the last year, CFA Institute, along with many professional organizations, began to look more closely at the composition of its membership. We found a surprising number: Women represent less than one in five CFA® charterholders.
To uncover some of the underlying causes of gender disparity in investment management, we developed a survey in consultation with finance scholars Renée Adams, Brad Barber, and Terrance Odean. This executive summary highlights some of the findings.
CFA Institute's mission is to fund, publish, and distribute comprehensive, high quality, independent research relevant to the global investment community. These include: monographs, literature reviews, briefs, annual reviews, and multimedia content. Browse here
You are invited to suggest a research topic, submit a proposal, or request author guidelines.
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