A view of a harbor from above in a city.

Curated Private Wealth Management Collection

Beyond Active and Passive Investing: The Customization of Finance

Published by CFA Institute Research Foundation

Although conventional wisdom predicts that passive investing will dominate the future, analysis of key trends indicates that active management will become more prevalent.

Private Markets and Alternative Investments Certificate

Boost your understanding of leading private markets and alternative investments concepts and terminology through self-paced, interactive coursework and a curriculum built on the CFA® Program and informed by practicing subject matter experts.

Research Foundation

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Economists have long held that financial planning should be based on life-cycle models, but financial planners have not adopted life-cycle finance. A practical, integrated three-stage model that incorporates life-cycle finance is proposed.

Research Foundation

Curated Private Wealth Management Collection

Beyond Active and Passive Investing: The Customization of Finance

Private Markets and Alternative Investments Certificate

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Research & Blogs

An Introduction to Alternative Credit

The Importance of Joining Lifecycle Models with Mean-Variance Optimization

Investment Risk Profiling: A Guide for Financial Advisors

Climate Change Calculus: HNWIs and Sustainable Impact Investing

Investment Governance for Fiduciaries

2024 US Wealth Management Outlook: In with Alternatives?

What’s Your Client’s Optimal Equity Allocation?

Generational Wealth: Does the Apple Fall Far From the Tree?

Managing Regret Risk: The Role of Asset Allocation

Global Private Wealth Management

Risk Profiling and Tolerance: Insights for the Private Wealth Manager

Asset Allocation for Private Clients: Goal-Based Asset Allocation and Practical Portfolio Implementation