The “Mercer CFA Institute Global Pension Index 2023” takes the highest spot.

The CFA Institute Research and Policy Center (RPC) focuses on 4 forward-looking analysis themes to drive content material engagement, motion, and outcomes. These themes are Capital Markets (Strengthening the Structural Resiliency of Capital Markets); Technology (Understanding the Latest Developments in Data Analytics, Technology, and Automation); Industry Future (Providing New Insights into the Future of the Profession); and Sustainability (Advancing the Industry’s Thinking on Sustainability Challenges).

Under are the preferred high 5 articles of 2023 printed underneath the Capital Markets theme within the RPC since its inception. The theme underscores a dedication to the dynamic relationship amongst asset managers, asset house owners, and particular person traders/savers by means of the capital markets, given the backdrop of traits within the regulatory and coverage atmosphere.

1. “Mercer CFA Institute Global Pension Index 2023”

This report delivers the world’s most complete comparability of 47 retirement earnings methods, representing 64% of the worldwide inhabitants, and suggests methods to enhance the efficacy of every pension system studied.

2. “Cryptoassets: Beyond the Hype”

Based mostly on interviews of funding professionals and crypto consultants, this report, by Stephen Deane, CFA, and Olivier Fines, CFA, goes past the hype to grasp the state of crypto investing and the implications for traders and policymakers.

3. “CFA Institute Global Survey on Central Bank Digital Currencies”

Stephen Deane, CFA, and Olivier Fines, CFA, gauge demand for central financial institution digital currencies (CBDCs) by inspecting the attitudes of a major section of potential CBDC end-users. Their information is derived from a CFA Institute world membership survey.

4. Revisiting the Equity Risk Premium

Held as soon as a decade since 2001, the Fairness Danger Premium Discussion board gathers main funding minds to debate new fairness threat premium (ERP) analysis and key traits. The 2021 consensus was decrease anticipated returns sooner or later. The publication, edited by Laurence B. Siegel and Paul McCaffrey, contains contributor updates by Clifford Asness and Jeremy Siegel, amongst others, from 2023.

5. Valuation of Cryptoassets: A Guide for Investment Professionals

The valuation of bitcoin, Ethereum, and different cryptoassets is a problem for the funding business. Urav Soni and Rhodri Preece, CFA, evaluate the instruments out there to worth cryptoassets, and in doing so, goal to assist practitioners higher perceive the dynamics of cryptoassets.

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All posts are the opinion of the writer. As such, they shouldn’t be construed as funding recommendation, nor do the opinions expressed essentially replicate the views of CFA Institute or the writer’s employer.

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