CFA Institute Research Foundation Collaborations

The CFA Institute Research Foundation collaborates with member societies, universities, corporations and other organizations to share our content globally.

The CFA Institute Research Foundation thanks these CFA Societies, universities, corporations and other organizations for their use of the CFA Institute Research Foundation resources, and welcomes requests from other groups who desire to use our independent, high-quality, relevant investment content.

Please contact the CFA Institute Research Foundation for additional information about collaboration opportunities

The CFA Institute Research Foundation was involved with the creation, support, and/or use (monograph) of the content in these books:

Academically Adrift: Limited Learning on College Campuses by Richard Arum and Josipa Roksa (2011)
Expected Returns by Antti Illmanen (2011)
Pension Finance by M. Barton Waring (2011)
Quantitative Risk Management by Thomas S. Coleman (2012)

The CFA Institute Research Foundation works with societies to help provide greater value for their members by:

Donating CFA Institute Research Foundation content for forecast events and other activities
Coordinating society speakers from various CFA Institute Research Foundation authors and board members
Facilitating society book clubs on CFA Institute Research Foundation content
Translating CFA Institute Research Foundation summary content
Supporting Research Challenge presentations on CFA Institute Research Foundation content

View our member society directory

The CFA Institute Research Foundation Society Award is an annual award given to the society or societies that do the best job of utilizing CFA Institute Research Foundation content in an activity, product, or service. The goal of the award is to build a stronger, more effective working relationship between our member societies and the CFA Institute Research Foundation

CFA China
CFA Society San Francisco
Indian Association of Investment Professionals
CFA Society Philadelphia– (Encouragement Award)

CFA Society Barbados– CFA Institute Research Foundation content event and distribution
CFA Society Hawaii– CFA Institute Research Foundation content event and distribution
CFA Society Pakistan– CFA Institute Research Foundation content distribution and outreach
CFA Society Italy– CFA Institute Research Foundation content translation, event, website, and Wikipedia
CFA Society Emirates– CFA Institute Research Foundation content translation, distribution, and book club
CFA Society Toronto– Host CFA Institute Research Foundation Board Meeting, CFA Institute Research Foundation content in newsletter and website
CFA Society France– (Encouragement Award) CFA Institute Research Foundation content event and distribution

CFA Society Boston (formerly Boston Security Analysts Society) – Bringing Theory to Practice series
CFA Society Argentina & Uruguay– Translation of CFA Institute Research Foundation summaries
CFA Society Buffalo– CFA Institute Research Foundation Research Challenge presentation
CFA Society Bulgaria– Translation of CFA Institute Research Foundation summaries
CFA Society Rochester– CFA Institute Research Foundation Research Challenge presentation
CFA Society Seattle– CFA Institute Research Foundation book club

The Research Foundation would like to thank the generosity of the following partners who have contributed to the foundation.

The CFA Institute Research Foundation welcomes qualifying universities to apply for no-cost copyright permission to use our content.

Requests for hardcopy donations of CFA Institute Research Foundation content are also possible.

Contact the CFA Institute Research Foundation for more information

The following universities have recently participated in the content sharing program.

Book Donations / Copyright Permissions

Book Launch Events

University of Cambridge – Equity Risk Premium

The CFA Institute Research Foundation welcomes the use of our content by corporations and other organizations. Examples of this use range from a simple no-cost copyright agreement for re-publication or training purposes to a co-branding arrangement where specially printed personalized copies of content are distributed.

Corporations

Commonfund – Co-branding Primer for Investment Trustees
Fidelity Investments – Primer for Investment Trustees book donations
Goldman Sachs – Ilmanen book donation
Mawer Investment Management – Primer for Investment Trustees book donations
Morgan Stanley – Equity Risk Premium book donation
Morningstar Europe, Ltd. – CFA Institute Research Foundation content copyright usage
Newtown Investment Management – Equity Risk Premium Book launch (London)
Northern Trust – CFA Institute Research Foundation content copyright usage
The RisKontrol Group GmbH – CFA Institute Research Foundation content copyright usage
TIAA-CREF – Equity Risk Premium book donations and donated space for Research Foundation event
William Blair – Co-branding Primer for Investment Trustees

Organizations

Annenberg Foundation –CFA Institute Research Foundation content copyright usage
Bahamas Institute of Financial Services – Book donations
CalPers – Book Donations
Financial Planning Association – CFA Institute Research Foundation content internet link
Gates Foundation – Book donations
International Foundation of Employee Benefit Plans – CFA Institute Research Foundation content copyright usage
Institute of Islamic Banking and Insurance – Book donations
New York State Teachers' Retirement System – CFA Institute Research Foundation content copyright usage
Pension Fund City of Zurich – Book donations
Q-Group (Institute for Quantitative Research) – Book donations
Quinnipiac GAME Forum – Book donations
Society for Actuaries – Book donations
University of Wisconsin Foundation – Book donations
National Conference on Public Employee Retirement Systems – Speaker and book donations

Contact the CFA Institute Research Foundation for more information or to discuss additional opportunities.

The following universities have recently participated in the content sharing program.

Book Donations / Copyright Permissions

Book Launch Events

University of Cambridge – Equity Risk Premium

CFA Institute Research Foundation Collaborations

Collaborative Publications

Member Society Collaborations

CFA Institute Research Foundation Society Award

2015 award winners:

2014 award winners:

2013 award winners:

2012 award winners:

Society Donations

Universities

Corporations and Organizations