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CFA Institute Research Foundation

CFA Institute Research Foundation

Research and media Charlottesville, Virginia rpc.cfainstitute.org

The research arm of CFA Institute, funded by an endowment, commissions books, briefs and literature reviews from academics and senior practitioners. The work is practitioner-oriented and rigorous, and the full texts are posted as free PDFs.

What they publish

CFA Institute Research Foundation Publications

Free books, briefs and literature reviews commissioned from leading academics and practitioners on asset allocation, return expectations, governance and investment practice. Rigorous, practitioner-focused work, posted as free PDFs.

Research Advanced Several books, briefs and literature reviews a year
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Research from the Street
Suggest a book
Liar's Poker Michael Lewis
The Big Short Michael Lewis
The Psychology of Money Morgan Housel
Atomic Habits James Clear
Barbarians at the Gate Bryan Burrough
The Intelligent Investor Benjamin Graham
A Random Walk Down Wall Street Burton G. Malkiel
Monkey Business John Rolfe
Thinking, Fast and Slow Daniel Kahneman
Freakonomics Steven D. Levitt and Stephen Dubner
One Up On Wall Street Peter Lynch
Shoe Dog Phil Knight
Too Big to Fail Andrew Ross Sorkin
Flash Boys Michael Lewis
Good to Great Jim Collins
How to Invest David M. Rubenstein
The Changing World Order Ray Dalio
When Genius Failed Roger Lowenstein
Bad Blood John Carreyrou
Black Edge Sheelah Kolhatkar
Den of Thieves James B. Stewart
Influence Robert B. Cialdini
King of Capital David Carey
Manias, Panics and Crashes Charles Kindleberger
Outliers Malcolm Gladwell
Principles Ray Dalio
The Caesars Palace Coup Sujeet Indap
The Man Who Solved the Market Gregory Zuckerman
The World For Sale Javier Blas
Zero to One Peter Thiel
Against the Gods Peter L. Bernstein
American Kingpin Nick Bilton
Fooled by Randomness Nassim Nicholas Taleb
Reminiscences of a Stock Operator Edwin Lefevre
The Alchemy of Finance George Soros
The Black Swan Nassim Nicholas Taleb
The Hard Thing About Hard Things Ben Horowitz
The Little Book That Still Beats the Market Joel Greenblatt
The Most Important Thing Howard Marks
The Spider Network David Enrich
The Tipping Point Malcolm Gladwell
You Can Be a Stock Market Genius Joel Greenblatt
Adaptive Markets Andrew W. Lo
Am I Being Too Subtle? Sam Zell
Big Debt Crises Ray Dalio
Billion Dollar Whale Tom Wright and Bradley Hope
Blink Malcolm Gladwell
Boomerang Michael Lewis
Chip War Chris Miller
Common Stocks and Uncommon Profits Philip A. Fisher
Dead in the Water Matthew Campbell and Kit Chellel
Fixed Income Securities Frank J. Fabozzi
Flash Crash Liam Vaughan
Going Infinite Michael Lewis
Homo Deus Yuval Noah Harari
Invisible Women Caroline Criado Perez
Kochland Christopher Leonard
Lords of Finance Liaquat Ahamed
Margin of Safety Seth A. Klarman
Mastering the Market Cycle Howard Marks
Money Men Dan McCrum
Moneyball Michael Lewis
More Money Than God Sebastian Mallaby
Panic Michael Lewis
Predictably Irrational Dan Ariely
Range David Epstein
Red Notice Bill Browder
Sapiens Yuval Noah Harari
Security Analysis Benjamin Graham
The Bogle Effect Eric Balchunas
The Key Man Simon Clark and Will Louch
The Power of Habit Charles Duhigg
The Price of Time Edward Chancellor
The Smartest Guys in the Room Bethany McLean
The Warren Buffett Way Robert G. Hagstrom
Think Again Adam Grant
Thinking in Bets Annie Duke
Titan Ron Chernow
What It Takes Stephen A. Schwarzman
A World Without Work Daniel Susskind
Amazon Unbound Brad Stone
An Ugly Truth Sheera Frenkel
Animal Spirits George A. Akerlof
Antifragile Nassim Nicholas Taleb
Boom and Bust William Quinn
California Burning Katherine Blunt
Capital and Ideology Thomas Piketty
Capital in the Twenty-First Century Thomas Piketty
Common Sense Joel Greenblatt
Creativity Inc. Ed Catmull
Dark Towers David Enrich
Deaths of Despair and the Future of Capitalism Anne Case
Debt David Graeber
Deep Value Tobias E. Carlisle
Factfulness Hans Rosling
Firefighting Ben S. Bernanke
If Then Jill Lepore
Irrational Exuberance Robert J. Shiller
Just Keep Buying Nick Maggiulli
Loonshots Safi Bahcall
Lying for Money Dan Davies
Makers and Takers Rana Foroohar
Misbehaving Richard H. Thaler
Money for Nothing Thomas Levenson
Narrative Economics Robert J. Shiller
No Filter Sarah Frier
No Rules Rules Reed Hastings
Noise Daniel Kahneman
Nudge Richard H. Thaler
Outlive Peter Attia MD
Poor Economics Abhijit Banerjee
Reimagining Capitalism in a World on Fire Rebecca Henderson
Safe Haven Mark Spitznagel
Servants of the Damned David Enrich
Skin in the Game Nassim Nicholas Taleb
Superforecasting Philip E. Tetlock
Talking to Strangers Malcolm Gladwell
The $100 Startup Chris Guillebeau
The Acquirer's Multiple Tobias E. Carlisle
The Age of Surveillance Capitalism Shoshana Zuboff
The Biggest Bluff Maria Konnikova
The Bond King Mary Childs
The Buy Side Turney Duff
The Cold Start Problem Andrew Chen
The Contrarian Max Chafkin
The Cult of We Eliot Brown
The Deficit Myth Stephanie Kelton
The Delusions Of Crowds William J. Bernstein
The Essays of Warren Buffett Warren Buffett
The Everything Store Brad Stone
The Fifth Risk Michael Lewis
The Frackers Gregory Zuckerman
The Great Crash 1929 John Kenneth Galbraith
The Lords of Easy Money Christopher Leonard
The Man Who Knew Sebastian Mallaby
The New Paradigm for Financial Markets George Soros
The Outsiders William Thorndike
The Premonition Michael Lewis
The Price You Pay for College Ron Lieber
The Selfish Gene Richard Dawkins
The Skeptics' Guide to the Universe Dr. Steven Novella
The Snowball Alice Schroeder
The Undoing Project Michael Lewis
The Value of Everything Mariana Mazzucato
The Wizard of Lies Diana B. Henriques
The World Is Flat Thomas L. Friedman
This Is How They Tell Me the World Ends Nicole Perlroth
This Time Is Different Carmen M. Reinhart
Trade Wars Are Class Wars Matthew C. Klein
Trillion Dollar Triage Nick Timiraos
Trillions Robin Wigglesworth
Understanding Wall Street Jeffrey B. Little
Up Close and All In John Mack
Value Investing Bruce C. Greenwald
Willful Blindness Margaret Heffernan
Winning Now, Winning Later David M. Cote
A Monetary and Fiscal History of the United States, 1961–2021 Alan S. Blinder
Blitzed Norman Ohler
Boom Michael Shnayerson
Buffett Roger Lowenstein
Elon Musk Ashlee Vance
Empire of Pain Patrick Radden Keefe
Expert Political Judgment Philip E. Tetlock
Extreme Ownership Jocko Willink
Give People Money Annie Lowrey
Hillbilly Elegy J. D. Vance
John Adams David McCullough
Quit Annie Duke
Rebellion, Rascals, and Revenue Michael Keen
Seeking Wisdom Thomas G. Macpherson
Steve Jobs Walter Isaacson
Super Pumped Mike Isaac
The Alchemists Neil Irwin
The Allocator’s Edge Phil Huber
The Bed of Procrustes Nassim Nicholas Taleb
The Big Con Mariana Mazzucato and Rosie Collington
The Economics of Inequality Thomas Piketty
The Infinite Game Simon Sinek
The Misbehavior of Markets Benoit B. Mandelbrot
The Money Culture Michael Lewis
Traders, Guns and Money Satyajit Das
What Works Iris Bohnet
What Works on Wall Street James P. O'Shaughnessy
When Money Dies Adam Fergusson
Blood and Oil Bradley Hope
Disconnected Lynn W. Jeter
Poor Charlie's Almanack Charles T. Munger
Soros on Soros George Soros
The Bank That Lived a Little Philip Augar
The Facebook Effect David Kirkpatrick
The Power Law Sebastian Mallaby
The Wall Street Journal Complete Money and Investing Guidebook Dave Kansas
Wanting Luke Burgis
When the Wolves Bite Scott Wapner
1929 Andrew Ross Sorkin
All That Glitters Orlando Whitfield
Anansi's Gold Yepoka Yeebo
Bad Company Megan Greenwell
Boom Byrne Hobart and Tobias Huber
Born in Flames Bench Ansfield
Capitalism Sven Beckert
Chaos Kings Scott Patterson
Character Limit Kate Conger and Ryan Mac
Chokepoints Edward Fishman
Easy Money Ben McKenzie and Jacob Silverman
False Dawn George Selgin
Fixed John Y. Campbell and Tarun Ramadorai
Gambling Man Lionel Barber
How Countries Go Broke Ray Dalio
How Not to Invest Barry Ritholtz
Investing in U.S. Financial History Mark J. Higgins
King Dollar Paul Blustein
Lucky Loser Russ Buettner and Susanne Craig
Meltdown Duncan Mavin
Milton Friedman Jennifer Burns
No More Tears Gardiner Harris
Number Go Up Zeke Faux
On the Edge Nate Silver
Our Dollar, Your Problem Kenneth Rogoff
Our Lives in Their Portfolios Brett Christophers
Paper Soldiers Saleha Mohsin
Plunder Brendan Ballou
Private Equity Carrie Sun
Same as Ever Morgan Housel
Seven Crashes Harold James
She-Wolves Paulina Bren
Shock Values Carola Binder
Taming the Street Diana B. Henriques
The Art of Spending Money Morgan Housel
The Big Fail Joe Nocera and Bethany McLean
The Corporate Life Cycle Aswath Damodaran
The Corporation in the Twenty-First Century John Kay
The Fund Rob Copeland
The Hidden Globe Atossa Araxia Abrahamian
The History of Money David McWilliams
The Land Trap Mike Bird
The Missing Billionaires Victor Haghani and James White
The Money Trap Alok Sama
The Mysterious Mr. Nakamoto Benjamin Wallace
The Thinking Machine Stephen Witt
The Trading Game Gary Stevenson
The Trolls of Wall Street Nathaniel Popper
The Unaccountability Machine Dan Davies
The Wealth Ladder Nick Maggiulli
The Winner's Curse Richard H. Thaler and Alex O. Imas
The Yellow Pad Robert E. Rubin
These Are the Plunderers Gretchen Morgenson and Joshua Rosner
Underground Empire Henry Farrell and Abraham Newman
Unscripted James B. Stewart and Rachel Abrams
What I Learned About Investing from Darwin Pulak Prasad
How the Economic Machine Works Bridgewater
Bridgewater Research and Insights Bridgewater
Cliff's Perspectives AQR
AQR Alternative Thinking and Research Library AQR
AQR Data Sets AQR
Man Insights (formerly Man Institute) Man Group
Pershing Square Holdings Annual Letters and Investor Presentations Pershing Square
Howard Marks Memos Oaktree
Berkshire Hathaway Shareholder Letters Berkshire
BlackRock Investment Institute Outlook and Weekly Commentary BlackRock
Larry Fink's Annual Chairman's Letter to Investors BlackRock
Vanguard Economic and Market Outlook Vanguard
How America Saves Vanguard
GMO Research Library and Quarterly Letter GMO
Baillie Gifford Insights Baillie Gifford
Elm Wealth Research Elm Wealth
Verdad Weekly Research Verdad
Syzygy (Research Affiliates) Insights Syzygy
Hussman Market Comment Hussman
KKR Global Macro Outlook and Insights KKR
KKR Private Equity 101 and Private Credit 101 KKR
Hamilton Lane Chart of the Week Hamilton Lane
Hamilton Lane Knowledge Center Hamilton Lane
Partners Group Private Markets Chartbook and Outlooks Partners Group
Global Private Capital Barometer Coller
EQT ThinQ Education Series EQT
Brookfield Credit Quarterly and Private Credit Papers Brookfield
The Daily Spark Apollo
The Allocation Podcast Apollo
Golub Capital Middle Market Report (Golub Capital Altman Index) Golub
Golub Capital Private Credit Education and Visual Guide Golub
Blue Owl In Focus Blue Owl
Guide to the Markets J.P. Morgan
Jamie Dimon's Letter to Shareholders J.P. Morgan
Eye on the Market J.P. Morgan
Counterpoint Global Insights (Consilient Observer) Morgan Stanley
Top of Mind Goldman Sachs
Goldman Sachs Exchanges Goldman Sachs
Thoughts on the Market Morgan Stanley
UBS Global Investment Returns Yearbook (Summary Edition) UBS
Citi GPS: Global Perspectives & Solutions Citi
Bank of America Institute Consumer Checkpoint Bank of America
Schwab Market Commentary Schwab
Lincoln Private Market Index Lincoln
Bain Global Private Equity Report Bain
CFA Institute Research Foundation Publications CFA Institute Research Foundation
Odd Lots Bloomberg
Masters in Business Bloomberg
The Rise and Risks of Private Credit IMF
FRED (Federal Reserve Economic Data) St. Louis Fed
SEC EDGAR and the SEC's Guides to Reading Filings SEC
Liberty Street Economics New York Fed
Federal Reserve Financial Stability Report Federal Reserve Board
BIS Quarterly Review and Annual Economic Report BIS
IMF Global Financial Stability Report IMF
Damodaran Online: Data Sets Damodaran
Damodaran's Free Online Valuation and Corporate Finance Classes Damodaran
Kenneth R. French Data Library Ken French
Musings on Markets Damodaran
Robert Shiller's Online Data (CAPE and Long-Run US Markets) Shiller
Financial Markets (ECON 252) with Robert Shiller Shiller
MIT 15.401 Finance Theory I (Andrew Lo) MIT OCW
Invest Like the Best Colossus
Capital Allocators Capital Allocators
Acquired Acquired
2025 Wall Street Reading List
2024 Wall Street Reading List
2023 Wall Street Reading List
2022 Wall Street Reading List
2021 Wall Street Reading List
2020 Wall Street Reading List
2019 Wall Street Reading List
2018 Wall Street Reading List
2017 Wall Street Reading List
2016 Wall Street Reading List
2015 Wall Street Reading List
2014 Wall Street Reading List
2013 Wall Street Reading List
2012 Wall Street Reading List
Doers & Authors
Intern Essentials
Silicon Valley Stories
Michael Lewis Collection
Frauds and Scandals
Abhijit Banerjee
Abraham Newman
Adam Fergusson
Adam Grant
Alan S. Blinder
Alex O. Imas
Alice Schroeder
Alok Sama
Andrew Chen
Andrew Ross Sorkin
Andrew W. Lo
Anne Case
Annie Duke
Annie Lowrey
Ashlee Vance
Aswath Damodaran
Atossa Araxia Abrahamian
Barry Ritholtz
Ben Horowitz
Ben McKenzie
Ben S. Bernanke
Bench Ansfield
Benjamin Graham
Benjamin Wallace
Benoit B. Mandelbrot
Bethany McLean
Bill Browder
Brad Stone
Bradley Hope
Brendan Ballou
Brett Christophers
Bruce C. Greenwald
Bryan Burrough
Burton G. Malkiel
Byrne Hobart
Carmen M. Reinhart
Carola Binder
Caroline Criado Perez
Carrie Sun
Charles Duhigg
Charles Kindleberger
Charles T. Munger
Chris Guillebeau
Chris Miller
Christopher Leonard
Dan Ariely
Dan Davies
Dan McCrum
Daniel Kahneman
Daniel Susskind
Dave Kansas
David Carey
David Enrich
David Epstein
David Graeber
David Kirkpatrick
David M. Cote
David M. Rubenstein
David McCullough
David McWilliams
Diana B. Henriques
Dr. Steven Novella
Duncan Mavin
Ed Catmull
Edward Chancellor
Edward Fishman
Edwin Lefevre
Eliot Brown
Eric Balchunas
Frank J. Fabozzi
Gardiner Harris
Gary Stevenson
George A. Akerlof
George Selgin
George Soros
Gregory Zuckerman
Gretchen Morgenson
Hans Rosling
Harold James
Henry Farrell
Howard Marks
Iris Bohnet
J. D. Vance
Jacob Silverman
James B. Stewart
James Clear
James P. O'Shaughnessy
James White
Javier Blas
Jeffrey B. Little
Jennifer Burns
Jill Lepore
Jim Collins
Jocko Willink
Joe Nocera
Joel Greenblatt
John Carreyrou
John Kay
John Kenneth Galbraith
John Mack
John Rolfe
John Y. Campbell
Joshua Rosner
Kate Conger
Katherine Blunt
Kenneth Rogoff
Kit Chellel
Liam Vaughan
Liaquat Ahamed
Lionel Barber
Luke Burgis
Lynn W. Jeter
Malcolm Gladwell
Margaret Heffernan
Maria Konnikova
Mariana Mazzucato
Mark J. Higgins
Mark Spitznagel
Mary Childs
Matthew C. Klein
Matthew Campbell
Max Chafkin
Megan Greenwell
Michael Keen
Michael Lewis
Michael Shnayerson
Mike Bird
Mike Isaac
Morgan Housel
Nassim Nicholas Taleb
Nate Silver
Nathaniel Popper
Neil Irwin
Nick Bilton
Nick Maggiulli
Nick Timiraos
Nicole Perlroth
Norman Ohler
Orlando Whitfield
Patrick Radden Keefe
Paul Blustein
Paulina Bren
Peter Attia MD
Peter L. Bernstein
Peter Lynch
Peter Thiel
Phil Huber
Phil Knight
Philip A. Fisher
Philip Augar
Philip E. Tetlock
Pulak Prasad
Rachel Abrams
Rana Foroohar
Ray Dalio
Rebecca Henderson
Reed Hastings
Richard Dawkins
Richard H. Thaler
Rob Copeland
Robert B. Cialdini
Robert E. Rubin
Robert G. Hagstrom
Robert J. Shiller
Robin Wigglesworth
Roger Lowenstein
Ron Chernow
Ron Lieber
Rosie Collington
Russ Buettner
Ryan Mac
Safi Bahcall
Saleha Mohsin
Sam Zell
Sarah Frier
Satyajit Das
Scott Patterson
Scott Wapner
Sebastian Mallaby
Seth A. Klarman
Sheelah Kolhatkar
Sheera Frenkel
Shoshana Zuboff
Simon Clark
Simon Sinek
Stephanie Kelton
Stephen A. Schwarzman
Stephen Dubner
Stephen Witt
Steven D. Levitt
Sujeet Indap
Susanne Craig
Sven Beckert
Tarun Ramadorai
Thomas G. Macpherson
Thomas L. Friedman
Thomas Levenson
Thomas Piketty
Tobias E. Carlisle
Tobias Huber
Tom Wright
Turney Duff
Victor Haghani
Walter Isaacson
Warren Buffett
Will Louch
William J. Bernstein
William Quinn
William Thorndike
Yepoka Yeebo
Yuval Noah Harari
Zeke Faux
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