Overview

CFA Institute Research and Policy Center (RPC) is a research and policy initiative established by CFA Institute in 2023 to address complex challenges in the global investment industry. It brings together research insights and expert analysis to influence market practices and policies that strengthen capital markets, advance ethics, and improve investor outcomes. RPC operates as part of CFA Institute’s broader mission to support the investment profession and contribute to better investment outcomes for society.

Mission and focus areas

RPC’s core mission is to transform research insights into actionable outcomes that benefit investors, practitioners, regulators, and policymakers. The centre focuses on thematic areas including capital markets resilience, technological developments such as artificial intelligence and big data, the future of the investment profession, and sustainability challenges for the finance industry. Its work often intersects with sustainable finance and ESG integration by exploring how investment practices and market structures can incorporate environmental, social and governance considerations to create long-term value.

Structure and governance

RPC is structured under the umbrella of CFA Institute, leveraging its global network, impartiality and institutional credibility. The centre engages a diverse, cross-disciplinary community of subject-matter experts, advisory boards and committees to inform its research and policy efforts. Leadership and governance elements include named contributors and experts who help guide RPC’s thematic work and ensure alignment with industry needs and professional standards. Its operations are integrated with CFA Institute’s existing research, advocacy and standards functions.

Programs and offerings

RPC produces a wide range of outputs and resources aimed at finance professionals and sustainability practitioners. These include research reports, policy analysis, practitioner tools, expert commentaries, blogs, podcasts, videos and webinars. It also provides access to archives of the Financial Analysts Journal, Research Foundation publications, and thought leadership materials that address market trends, risk management, sustainable investing and industry innovation. Additionally, RPC invites submission of research ideas and participation in collaborative initiatives to expand the relevance and impact of its work.

Mission statement

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.