Investment Data Alliance | CFA Institute Research Foundation

<!DOCTYPE html> <html lang="en-US" xmlns:mml="http://www.w3.org/1998/Math/MathML"> <head> <meta charset="utf-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta name="google-site-verification" content="J0mS3cUUEwA8RSiDwXpF8shTiRDQOGG7YMaB8bpIHfE" />  <title>Investment Data Alliance | CFA Institute Research Foundation</title> <meta property="og:title" content="Investment Data Alliance" /> <meta name="citation_title" content="Investment Data Alliance" /> <meta name="description" content="The Investment Data Alliance is a partnership between the CFA Institute Research Foundation & various investment organizations." /> <meta property="og:description" content="The Investment Data Alliance is a partnership between the CFA Institute Research Foundation & various investment organizations." /> <meta property="og:type" content="Standard" /> <meta property="og:url" content="https://rpc.cfainstitute.org/en/research-foundation/investment-data-alliance" /> <meta property="og:image" content="https://rpc.cfainstitute.org/-/media/images/logo/r/rpc-brand-logo.png" /> <meta property="og:site_name" content="CFA Institute" /> <link rel="canonical" href="https://rpc.cfainstitute.org/en/research-foundation/investment-data-alliance"> <link rel="icon" sizes="192x192" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/touch-icon-192x192.png?v=ZbXH6_DPPVuE1_tHWCXyO4nyZGmjhbZ3kTC1Azd9Cvw1"> <link rel="apple-touch-icon-precomposed" sizes="180x180" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-180x180-precomposed.png?v=kIUXUs5N_-558a6Wkgz0GWvFq6YuQhjcHYXfc0UFA181"> <link rel="apple-touch-icon-precomposed" sizes="152x152" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-152x152-precomposed.png?v=i3m3koQUR2SuuUl_-u5Qcqwnc-2jqANv6einrkGs7k41"> <link rel="apple-touch-icon-precomposed" sizes="144x144" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-144x144-precomposed.png?v=uoB8VTaQY4AmCAFSGStdvxj8Rd1BxwyQ5YY_vAnB7t81"> <link rel="apple-touch-icon-precomposed" sizes="120x120" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-120x120-precomposed.png?v=0q1ePN4_0HIA4cu-4SfPvsu_F8AuqfUWZlh7pVO3Lls1"> <link rel="apple-touch-icon-precomposed" sizes="114x114" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-114x114-precomposed.png?v=Rhcs4OAAiq8u80ecW3MAXlOuKTm2RvxzUFqMzDPMgvk1"> <link rel="apple-touch-icon-precomposed" sizes="76x76" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-76x76-precomposed.png?v=OJqjfZT_rKbB260rLTFB2Kwvx9f_ALgzHPBq4d0JU881"> <link rel="apple-touch-icon-precomposed" sizes="72x72" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-72x72-precomposed.png?v=WAVM9hSsDZ7_PANylKnBOhnZUP7mh_0eci-Vc33EvXI1"> <link rel="apple-touch-icon-precomposed" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-precomposed.png?v=kIUXUs5N_-558a6Wkgz0GWvFq6YuQhjcHYXfc0UFA181"> <link href="https://uxpatterns.cfainstitute.org/globalbundles/styles/rpc.css?v=RvVEmTgohisb9eTTwpvVeIFEqXdeGtn4IhHvSEvBhqc1" rel="stylesheet" type="text/css" media="screen" /> <link rel="shortcut icon" type="image/x-icon" href="https://uxpatterns.cfainstitute.org/Content/img/favicon.ico?v=rdZKWdJlYs3c8PFDwQEscI2ljiKFztCkqkXfX98QVKc1" /> <meta name="VIcurrentDateTime" content="638683047203775359" /> <script type="text/javascript" src="/layouts/system/VisitorIdentification.js"></script> <script type="text/javascript"> var digitalData = {"pageInstanceID":"rpc:research-foundation:investment-data-alliance-Prod","page":{"pageInfo":{"pageID":"Investment Data Alliance","pageName":"rpc:research-foundation:investment-data-alliance"},"category":{"primaryCategory":"Public:rpc:research-foundation","subCategory1":"research-foundation","subCategory2":"investment-data-alliance"}}}; </script> <script src="//assets.adobedtm.com/ca679de7f940/9200895aad6f/launch-7d16c76c0bd6.min.js" async></script> </head> <body class="grid-wrapper">  <a id="skip-link" class="sr-only" href="#contentarea">Skip to Content</a>    <input class="megamenu__toggle-input" type="checkbox" id="megamenu-toggle" /> <header role="banner" class="grid__item--bleed masthead--megamenu"> <div class="masthead__header"> <button for="megamenu-toggle" class="megamenu__toggle" aria-owns="masthead__menu"> <span class="megamenu__toggle-icon"> <span class="sr-only">Toggle menu</span> </span> </button> <a href="/en/" class="masthead__branding"> <span class="masthead__branding-image"></span> <h1 class="masthead__branding-label"> Research & Policy Center</h1> </a> <div class="masthead__search"> <form id="search-form" class="masthead__search-container"> <script> document.addEventListener("CoveoSearchEndpointInitialized", function() { var searchboxElement = document.getElementById("_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9"); searchboxElement.addEventListener("CoveoComponentInitialized", function() { CoveoForSitecore.initSearchboxIfStandalone(searchboxElement, "/en/search"); }); }) </script> <div id="_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9_container" class="coveo-for-sitecore-search-box-container" data-prebind-maximum-age='currentMaximumAge' > <div id="_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9" class="CoveoSearchbox" data-enable-omnibox='true' data-prebind-maximum-age='currentMaximumAge' data-clear-filters-on-new-query='false' > <div class="CoveoFieldSuggestions" data-field="@autotagstopics" data-id="qs-topics"> </div> <script type="text/javascript"> document.addEventListener("CoveoSearchEndpointInitialized", function() { var componentId = "_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9"; var componentElement = document.getElementById(componentId); function showError(error) { console.error(error); } function areCoveoResourcesIncluded() { return typeof (Coveo) !== "undefined"; } if (areCoveoResourcesIncluded()) { var event = document.createEvent("CustomEvent"); event.initEvent("CoveoComponentInitialized", false, true); setTimeout(function() { componentElement.dispatchEvent(event); }, 0); } else { componentElement.classList.add("invalid"); showError("The Coveo Resources component must be included in this page."); } }); </script> <div class="CoveoForSitecoreBindWithUserContext"></div> <div class="CoveoForSitecoreExpressions"></div> <div class="CoveoForSitecoreConfigureSearchHub" data-sc-search-hub="RPC-Site-Search-Hub"></div> </div> </div> <script> // Code snippet to load and log page view analytics. // Imported from https://github.com/coveo/coveo.analytics.js (function (c, o, v, e, O, u, a) { a = 'coveoua'; c[a] = c[a] || function () { (c[a].q = c[a].q || []).push(arguments) }; c[a].t = Date.now(); u = o.createElement(v); u.async = 1; u.src = e; O = o.getElementsByTagName(v)[0]; O.parentNode.insertBefore(u, O) // Fix for the page view analytics showing as invalid // Coveo support article: https://docs.coveo.com/en/n58b7080/coveo-for-sitecore-v5/page-view-analytics-showing-as-invalid })(window, document, 'script', 'https://static.cloud.coveo.com/coveo.analytics.js/2/coveoua.js'); document.addEventListener("CoveoSearchEndpointInitialized", function () { var accessToken = Coveo && Coveo.SearchEndpoint && Coveo.SearchEndpoint.defaultEndpoint && Coveo.SearchEndpoint.defaultEndpoint.accessToken ? Coveo.SearchEndpoint.defaultEndpoint.accessToken.token : ""; var customMetadata = {"contentIdKey" : "permanentid" , "contentLanguage" : "en" , "contentIdValue" : "C7A9783984E74A4EB7DAA663DAF27610" , "anonymous" : true}; if (typeof (CoveoForSitecoreUserContext) !== "undefined") { var currentContext = CoveoForSitecoreUserContext.handler.getContext(); Object.keys(currentContext).forEach(function(key) { customMetadata["c_context_" + key] = currentContext[key]; }); } coveoua('onLoad', function() { // Completely overrides the way the base URL is resolved since the default implementation appends a `/rest` that we do not want. // Remove when migrating to version 2+ Object.defineProperty(coveoanalytics.CoveoAnalyticsClient.prototype, 'baseUrl', { get() { return "/coveo/rest/ua" + "/v15" }}); coveoua('init', accessToken); coveoua('send', 'view', customMetadata); }); }); </script> </form> </div> <ul class="masthead__items"> <li class="masthead__item toggle"> <input class="toggle__input" type="checkbox" id="account-toggle" /> <button class="toggle__label" for="account-toggle" aria-owns="account__popover"> <span class="toggle__icon icon icon--account"></span> <span class="sr-only">Account</span> </button> <div id="account__popover" class="toggle__popover"> <ul class="popover__items"> <li class="popover__item"> <a class="popover__link log-link" href="/Account/Login?returnUrl=https%3A%2F%2Frpc.cfainstitute.org%2Fen%2Fresearch-foundation%2Finvestment-data-alliance%3FfrmLogin%3D1">Log In</a> </li> <li class="popover__item"> <a class="popover__link create-account" href="/Account/CreateAccount?returnUrl=https%3A%2F%2Frpc.cfainstitute.org%2Fen%2Fresearch-foundation%2Finvestment-data-alliance%3FfrmLogin%3D1">Create an Account</a> </li> </ul> </div> </li> </ul> </div>   <div id="masthead__menu" class="masthead__menu"> <div class="megamenu"> <div class="megamenu__navigation-groups"> <nav class="megamenu__navigation-group" aria-labelledby="explore-rpc"> <span id="explore-rpc" class="megamenu__navigation-group-header"> Explore </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="/en/research" class="megamenu__link"> Research </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/policy" class="megamenu__link"> Policy </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/codes-and-standards" class="megamenu__link"> Industry Codes and Standards </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research/financial-analysts-journal" class="megamenu__link"> Financial Analysts Journal </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/gips-standards" class="megamenu__link"> GIPS Standards </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research-foundation" class="megamenu__link"> Research Foundation </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/voices-of-influence" class="megamenu__link"> Voices of Influence </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/subscribe" class="megamenu__link"> Subscribe </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://www.cfainstitute.org/" target="_blank" class="megamenu__link"> CFA Institute </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/about" class="megamenu__link"> About Us </a> </li> </ul> </nav> <nav class="megamenu__navigation-group" aria-labelledby="main-themes"> <span id="main-themes" class="megamenu__navigation-group-header"> Themes </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="/en/themes/resilience" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_510430253.jpg?sc_lang=en&h=99&w=128&la=en&hash=58488DCEAB8852596F84EAB3FBD17208" class="megamenu__link-image" alt="white columns" /> <span class="megamenu__link-label"> Resiliency of the Capital Markets </span> </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/technology" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_468785031.jpg?sc_lang=en&h=99&w=128&la=en&hash=59340FFAEAD61363FBE87EE182CC3DDF" class="megamenu__link-image" alt="tablet with pen" /> <span class="megamenu__link-label"> Technology, Big Data and AI </span> </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/insights" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_585050692.jpg?sc_lang=en&h=99&w=128&la=en&hash=75AABC87788BB37AA06ABA8A21A54D0C" class="megamenu__link-image" alt="overhead view of man's hands holding red folder" /> <span class="megamenu__link-label"> Future of the Profession </span> </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/sustainability" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_579154694.jpg?sc_lang=en&h=99&w=128&la=en&hash=F4CC1016D80CD5E0A8D672DF804284A0" class="megamenu__link-image" alt="green leaves on white background" /> <span class="megamenu__link-label"> Sustainable Investing </span> </a> </li> </ul> </nav> <nav class="megamenu__navigation-group" aria-labelledby="other-topics"> <span id="other-topics" class="megamenu__navigation-group-header"> Topics </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="/en/topics/auditing-and-assurance" class="megamenu__link"> Auditing and Assurance </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/digital-finance-and-cryptoassets" class="megamenu__link"> Digital Finance and Cryptoassets </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/diversity-equity-and-inclusion" class="megamenu__link"> Diversity, Equity, and Inclusion </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/esg-investing-and-analysis" class="megamenu__link"> ESG Investing and Analysis </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/financial-reporting" class="megamenu__link"> Financial Reporting </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/index-investing-and-factor-strategies" class="megamenu__link"> Index Investing and Factor Strategies </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/net-zero-investing" class="megamenu__link"> Net-Zero Investing </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://rpc.cfainstitute.org/en/topics/new-gen-of-investors" class="megamenu__link"> New Generation of Young Investors </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/pensions-and-retirement" class="megamenu__link"> Pensions and Retirement </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/performance-attribution" class="megamenu__link"> Performance Measurement and Attribution </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/portfolio-construction-and-investment" class="megamenu__link"> Portfolio Construction and Investment </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/sustainability/sustainability-reporting" class="megamenu__link"> Sustainability Reporting </a> </li> </ul> </nav> <nav class="megamenu__navigation-group" aria-labelledby="more-from-rpc"> <span id="more-from-rpc" class="megamenu__navigation-group-header"> More </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="https://www.arx.cfa/" class="megamenu__link"> Asia-Pacific Research Exchange </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/blogs-and-podcasts" class="megamenu__link"> Blogs and Podcasts </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/policy/comment-letters" class="megamenu__link"> Comment Letters/Consultation Responses </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/about/board-and-committees" class="megamenu__link"> Advisory Board and Committees </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://www.cfainstitute.org/ethics-standards" target="_blank" class="megamenu__link"> Ethics for the Profession </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research-foundation/investment-data-alliance" class="megamenu__link"> Investment Data Alliance </a> </li> <li class="megamenu__navigation-group-item"> <a href="/cdn-cgi/l/email-protection#b6c4d3c5d3d7c4d5de98c4d3c7c3d3c5c2c5f6d5d0d7dfd8c5c2dfc2c3c2d398d9c4d189c5c3d4dcd3d5c28be4d3c5d3d7c4d5de96ffd2d3d7" class="megamenu__link"> Submit Your Research Ideas </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://www.systemicriskcouncil.org/" target="_blank" class="megamenu__link"> Systemic Risk Council </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research-foundation/donate" class="megamenu__link"> Support the Research Foundation </a> </li> </ul> </nav> </div> <div class="sr-only"> <label for="megamenu-toggle"> <button>Close menu</button> </label> </div> </div> </div>  </header>   <main id="contentarea" class="content-grid stack-reset"> <section class="grid__item--bleed grid__item--themed theme--newsprint"> <div class="grid__item-container">  <nav id="breadcrumb-nav"> <ol class="breadcrumbs breadcrumbs--slash breadcrumbs--independent"> <li><a href=/en/>Research and Policy Center</a></li> <li><a href=/en/research-foundation>Research Foundation</a></li> <li class="current-page">Investment Data Alliance</li> </ol> </nav>  </div> </section> <section class="grid__item--bleed spotlight-hero"> <picture class="spotlight-hero__image media__ratio--square media__ratio--triple@md media__ratio--quad@lg media__ratio--quad-bleed@xl"> <img src="/-/media/images/hero/StandardPage-Hero-Images/research-foundation-hero.jpg?w=2560&hash=643891F30A0EA440B56ED22297CBF686" srcset="/-/media/images/hero/StandardPage-Hero-Images/research-foundation-hero.jpg?w=480&hash=1ADB018ECB4CFF204C76CCA3E9FD941C 480w, /-/media/images/hero/StandardPage-Hero-Images/research-foundation-hero.jpg?w=768&hash=DF0802476116B1F1ACC38EEF1953F38A 768w, /-/media/images/hero/StandardPage-Hero-Images/research-foundation-hero.jpg?w=1200&hash=7B994F31BF1B7D47E864AE20FB25D3A0 1200w, /-/media/images/hero/StandardPage-Hero-Images/research-foundation-hero.jpg?w=2560&hash=643891F30A0EA440B56ED22297CBF686 2560w" sizes="100%" alt="research-foundation-hero"> </picture> <div class="spotlight-hero__container"> <div class="spotlight-hero__text"> <h1 class="spotlight-hero__title">Investment Data Alliance</h1> <a class="spotlight-hero__cta" href="https://azprdb2c1.b2clogin.com/azprdb2c1.onmicrosoft.com/b2c_1a_customer_cfa_signup_signin_b2clogin/oauth2/v2.0/authorize?client_id=a63e7116-3b1c-46da-8aae-eb9f7d2651b9&redirect_uri=https%3A%2F%2Fwww.cfainstitute.org&response_mode=form_post&response_type=code%20id_token&scope=openid%20profile%20offline_access&state=OpenIdConnect.AuthenticationProperties%3DUPGZtMT1aU3vOQEbmEyu3BRIt7Lh40xdZbnHOg9ykGm-UX5ZMK-dwYYGmfLeUuK2qyacYRU0vQUVgWGrMvVgta4t-R5GrxDzLTSWRkvrsMpLr4NkbySyj509zCnUSy8rk02UvhKkbSp9NMrwQwfBI_w0J_7oV7xoHntflNOWCkB6TGoEl9SmC86mSgMiVMC0ZUEnlvMRQc7rho2A9cxntEAOOTG_aFM84R_QvNbraevFBN5cNs4CQt25PpNSCGBDtve37iszZqgUgeqTNK14Fw&nonce=638183084817031732.Y2FjZGYxNjMtZGMwMC00YjgwLWFhOGQtODFkMDYwOTQ3MWQ4Y2Y5ZjJiOGYtOGIzOS00YTM0LWIxM2MtMTdhNGJmNDA2NjBk&x-client-SKU=ID_NET451&x-client-ver=5.2.2.0" >Member Login</a> </div> </div> </section> <section class="article-grid">  <section class=" grid__item--full-width grid__item--inset grid__item--initial"> <div class="flex__container brand-card__container flex__container--1-up brand-card--horizontal@md brand-card--flipped brand-card--uneven flex__container--large-column-gap" >  <div class="brand-card flex__item"> <div class="brand-card__content"> <div class="brand-card__content-description"> <br /> <br /> <p>The Investment Data Alliance is a partnership between the CFA Institute Research Foundation and various investment organizations where data and content related to data is shared with investment professionals. Most of the material is available to all, with some specific data available only to CFA Institute Members. The Research Foundation thanks CFA Institute and the vendors below for their generous support of the Investment Data Alliance.</p> </div> </div> <img src="/-/media/images/cards/Logos/RF-Logo.png?h=250&w=664&la=en&hash=1FCFBDC89365FE505253A398678BB26F" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="research-foundation-logo" /> </div>  </div> <div class="flex__container brand-card__container flex__container--3-up@md flex__container--large-column-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/morningstar.png?h=442&w=664&la=en&hash=C56CB14F03C3856B5C3BD219BD990BD0" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="MorningStar Logo" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Stocks, Bonds, Bills, and Inflation (SBBI) Dataset</h3> <div class="brand-card__content-description"> <p>The SBBI data set includes monthly, quarterly and yearly total returns and yields of most of the major US asset classes: large-cap stocks, small-cap stocks, corporate bonds, government bonds of several maturities, and inflation. It measures arithmetic means (simple average), geometric means (annualized returns), standard deviations (risk), correlations, wealth indexes, and a variety of statistical techniques.</p> <p><em>Available to CFA Institute Members</em></p> </div> <a href="/en/research-foundation/sbbi" class="brand-card__cta" >Access the SBBI Data - Nov 2024</a> </div> </div>   <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/msci.png?h=442&w=664&la=en&hash=7C5C8E3C79E9BDF728674FE42A99D986" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="MSCI Logo" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Access to Performance for Over 80 MSCI Indexes</h3> <div class="brand-card__content-description"> <p><strong>Climate & ESG, Factor, Market Cap, Sectors and Thematic</strong></p> <p>This data set covers several regions and markets (MSCI ACWI, MSCI World, MSCI Emerging Markets) and will provide members with monthly index levels over the last 10 years to assist with their study of markets. This data may be used to review and analyze performance and to build and deepen members’ understanding of global equity markets.</p> <p><em>Available to CFA Institute Member</em></p> </div> <a href="/en/research-foundation/msci" class="brand-card__cta" >Access the MSCI Data - Nov 2024</a> </div> </div>   <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/factset.png?h=442&w=664&la=en&hash=E1FFD8602C0EF2C9347D0FED66B2288D" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="FactSet Logo" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Access to Three FactSet Datasets Including:</h3> <div class="brand-card__content-description"> <p> <strong>FactSet Global Prices and Corporate Actions, FactSet Fundamentals (Basic) and FactSet Estimates (Basic)</strong></p> <p>Utilizing the FactSet content, CFA Institute members will be able to access a global database of monthly prices, detailed annual financial history, and analyst consensus estimates for upcoming fiscal years. </p> <p><em>Available to CFA Institute Members</em></p> </div> <a href="/en/research-foundation/factset" class="brand-card__cta" >Access the FactSet Data - NOV 2024</a> </div> </div>  <div class="flex__container brand-card__container flex__container--2-up@md flex__container--large-column-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/calcbench.png?h=442&w=664&la=en&hash=820B98CE1362B53DD60D22FE41E7FD14" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="Calcbench Logo" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">CalcBench Premium Plan</h3> <div class="brand-card__content-description"> <p>Complimentary access to CalcBench Premium Plan (registration required)</p> <p><a href="https://www.calcbench.com/payment/pricing">CalcBench Premium Plan features</a></p> <p><em>Available to CFA Institute Members</em></p> <p><a rel="noopener noreferrer" href="https://rpc.cfainstitute.org/utility/vendor-redirect?type=CBH" target="_blank">Access CalcBench Premium Plan</a></p> </div> </div> </div>   <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/smartkarma.png?h=442&w=664&la=en&hash=24C013691E1D3B7F7ADDD153F07CCF14" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="Investment Data Alliance" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Smartkarma Private Investor Solutions </h3> <div class="brand-card__content-description"> <p>Complimentary access to Smartkarma Private Investor Solutions (registration required)</p> <p><a href="https://www.smartkarma.com/home/plus-for-cfa/">Smartkarma's Private Investor Solutions features</a></p> <p><em>Available to CFA Institute Members</em></p> <p><a rel="noopener noreferrer" href="https://rpc.cfainstitute.org/en/utility/vendor-redirect?type=SMK" target="_blank">Access to Smartkarma's Private Investor Solutions</a></p> </div> </div> </div>  </div> </div> <div class="flex__container brand-card__container flex__container--2-up@md flex__container--large-column-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/custom/valuation-handbook-2023.png?h=367&w=664&la=en&hash=7B76930D47085AEAE8A4A6A952DC5135" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="valuation-handbook-2023" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Valuation Handbook — International Guide to Cost of Capital: 2023 Summary Edition</h3> <div class="brand-card__content-description"> <p>The cost of capital is the expected rate of return that the market requires to attract funds to an investment and is one of the most important concepts in finance. A good understanding of this is essential for making global investment decisions.</p> </div> <a href="https://rpc.cfainstitute.org/-/media/documents/article/rf-brief/2023-international-valuation-guide-to-cost-of-capital.pdf" class="brand-card__cta" >View PDF</a> </div> </div>   <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/duff-phelps.png?h=442&w=664&la=en&hash=5089C6375815D219446602BC0F276714" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Stocks, Bonds, Bills, and Inflation (SBBI) </h3> <div class="brand-card__content-description"> <p>The SBBI® Summary Edition will help investment professionals gain an understanding of major asset class returns, return calculations, and the long-term impact of size, value/growth, and liquidity on returns.</p> <p> <em>The SBBI Summary Edition is no longer published. The last edition available is the 2021 SBBI Summary Edition</em></p> <p> <a href="/en/research/foundation/2020/sbbi-2020-summary-edition">Read the SBBI 2020 Summary Edition</a><br /> <a href="/en/research/foundation/2021/sbbi-2021-summary-edition">Read the SBBI 2021 Summary Edition</a></p> </div> <a href="https://www.kroll.com/en/cost-of-capital/stocks-bonds-bills-inflation-sbbi-yearbook" class="brand-card__cta" rel="noopener noreferrer" target="_blank" >Full Yearbook Version from Duff & Phelps</a> </div> </div>  <div class="flex__container brand-card__container flex__container--3-up@md flex__container--large-column-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/damordaran.png?h=442&w=664&la=en&hash=1A2595072C015A89845378F370A9D37B" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Damodaran Online</h3> <div class="brand-card__content-description"> <p>Links to the free information available on Professor Damodaran’s website containing datasets on corporate governance, discount rate estimation, dollar value measures, COVID effects, return measures, capital structure, dividend policy, cashflow estimation, growth rate estimation, multiples and option pricing models.</p> <p><a href="https://pages.stern.nyu.edu/~adamodar/New_Home_Page/dataarchived.html">View Archived Data</a></p> </div> <a href="https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datacurrent.html" class="brand-card__cta" rel="noopener noreferrer" target="_blank" >View Current Data</a> </div> </div>   <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/wfe.png?h=442&w=664&la=en&hash=24A3B746722C0281613DBEF73698DE01" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">World Federation of Exchanges</h3> <div class="brand-card__content-description"> <p>The WFE Statistics Database provides registered users with access to a wide range of market indicators. The data is collected on a monthly and annual basis from WFE members, affiliates and non-members.</p> <p><a href="https://www.world-exchanges.org/our-work/articles/2020-annual-statistics-guide">Access the 2020 Annual WFE Statistics Guide</a></p> </div> <a href="https://www.world-exchanges.org/our-work/statistics" class="brand-card__cta" rel="noopener noreferrer" target="_blank" >Access the WFE Statistics</a> </div> </div>   <div class="brand-card flex__item"> <img src="/-/media/images/cards/Logos/VIXFramework.png?h=379&w=664&la=en&hash=92C49D6B788DA72671A834E7F11D77CA" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="VIX Index" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">The VIX Index and Volatility-Based Global Indexes and Trading Instruments</h3> <div class="brand-card__content-description"> <p>Tools based on volatility indexes are widely used for hedging, diversification, risk management, and alpha generation, but investors should carefully study the pricing, risks, and other key aspects before deciding to use such products.</p> <p><a href="https://www.cboe.com/tradable_products/vix/vix_historical_data">Access the VIX Historical Data</a></p> </div> </div> </div>  </div> </div> </section>  </section> </main>   <footer class="footer"> <div class="footer__preroll"> <div class="footer__preroll-container"> <div class="footer__about"> <h2 class="footer__about-header h3"> About the Research and Policy Center (RPC) </h2> <p class="footer__about-text"> CFA Institute Research and Policy Center is transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society. </p> <a class="footer__about-cta button" role="button" href="/en/about" > Learn more about the RPC </a> </div> <div class="footer__latest"> <img class="footer__latest-background" srcset="/-/media/images/cta-background/aerial-skyscrapers.jpg?w=720&hash=5FAB353B5F96BEA739BAF4E906BD906F 720w" sizes="100% 720px" alt="aerial skyscrapers view" /> <h2 class="footer__latest-header h3"> Stay informed on the latest from the RPC </h2> <p class="footer__latest-text"> Sign up to get the latest updates from the RPC right to your inbox </p> <a class="footer__latest-cta button" role="button" href="/en/subscribe" > Subscribe here </a> </div> </div> </div> <div class="footer__top"> <div class="footer__logo cfa-font-weight-bold"> <span class="footer__logo-img"></span> </div> <div class="footer__social-links"> <ul> <li> <a href="http://linkedin.com/showcase/research-and-policy-center" rel="noopener noreferrer" title="Linkedin Page" target="_blank" > <span class="footer__social-icon icon icon--social-li"></span> <span class="sr-only">CFA Institute on LinkedIn</span> </a> </li> <li> <a href="http://www.facebook.com/CFAInstitute" rel="noopener noreferrer" title="Facebook Page" target="_blank" > <span class="footer__social-icon icon icon--social-fb"></span> <span class="sr-only">CFA Institute on Facebook</span> </a> </li> <li> <a href="https://twitter.com/cfainstitute" rel="noopener noreferrer" title="Twitter Page" target="_blank" > <span class="footer__social-icon icon icon--social-twitter"></span> <span class="sr-only">CFA Institute on Twitter</span> </a> </li> <li> <a href="http://e.weibo.com/cfainst" rel="noopener noreferrer" title="Weibo Page" target="_blank" > <span class="footer__social-icon icon icon--social-weibo"></span> <span class="sr-only">CFA Institute on Weibo</span> </a> </li> <li> <a href="/en/ICE-Feeds/RPC-Publications-Feed" rel="noopener noreferrer" title="CFA Institute Research and Policy Center RSS" target="_blank" > <span class="footer__social-icon icon icon--social-rss"></span> <span class="sr-only">Research and Policy Center RSS</span> </a> </li> </ul> </div> </div> <div class="footer__bottom"> <div class="footer__links"> <ul> <li> <a href="https://www.cfainstitute.org/" >CFA Institute</a> </li> <li> <a href="https://profile.cfainstitute.org/ContactUs" target="_blank" rel="noopener noreferrer" >Contact Us</a> </li> <li> <a href="https://www.cfainstitute.org/utility/accessibility" >Accessibility</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/privacy-policy" title="Privacy Policy" >Privacy Policy</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/terms-conditions" title="Terms and Conditions" >Terms & Conditions</a> </li> <li> <a href="/en/utility/sitemap" title="Sitemap" >Sitemap</a> </li> </ul> </div> <div class="footer__copyright"> © 2024 CFA Institute Research and Policy Center. All Rights Reserved. </div> </div> </footer>    <div id="privacy-banner" class="warning alert alert-dismissable"> <p class="message"> <span class="message-text">We're using cookies, but you can turn them off in Privacy Settings. Otherwise, you are agreeing to our use of cookies. Learn more in our <a href="https://old.cfainstitute.org/en/about/governance/policies/privacy-policy">Privacy Policy</a>.</span> <button id="privacySettings" class="secondary button modal-launch" data-target="#GDPR-modal">Privacy Settings</button> </p> <a href="#" id="closePrivacyWarning" data-dismiss="alert" class="close cfaicon-x" aria-label="Dismiss Warning"></a> </div>   <section> <div id="GDPR-modal" class="cfa-modal" aria-hidden="true" role="dialog"> <div class="cfa-modal-dialog">  <div class="modal-content"> <h5 class="modal-title alt" tabindex="0">Privacy Settings</h5> <div class="modal-body"> <p><strong>Functional cookies</strong>, which are necessary for basic site functionality like keeping you logged in, are <strong>always enabled</strong>.</p> <form> <p> <label for="analytics" class="indent-label"> <input id="analytics" class="indent-checkbox" type="checkbox" /> <strong>Allow analytics tracking.</strong> Analytics help us understand how the site is used, and which pages are the most popular. Read the <a href="https://old.cfainstitute.org/en/about/governance/policies/privacy-policy">Privacy Policy</a> to learn how this information is used. </label> </p> </form> </div> <div class="modal-footer"> <button id="privacySave">Save Settings</button> </div> </div> <button id="closePrivacyModal" class="modal-close click-to-close cfaicon-x"> <span class="screen-reader-only">Close Modal</span> </button> </div> </div> </section>  <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script type="text/javascript" src="https://uxpatterns.cfainstitute.org/globalbundles/scripts/global.js?v=tKr06j74w_UwTO3VQ4dsdfoR3SpdtOFigUA8lCICGMI1"></script> <script type="text/javascript" src="https://uxpatterns.cfainstitute.org/globalbundles/scripts/global.components.js?v=qnLNB-FzKhduR4Wd5sRVpcYqanal60gImqt-G832YCU1"></script> <script src="/bundles/scripts/cfa?v=Ug0VhCFfCGrbp3AQOXY9yrmZ5y1--nPI5jCVyIT2jME1"></script> <link rel="stylesheet" href="https://static.cloud.coveo.com/searchui/v2.10089/css/CoveoFullSearch.css" /> <link rel="stylesheet" href="https://static.cloud.coveo.com/coveoforsitecore/ui/v0.55.8/css/CoveoForSitecore.css" /> <script class="coveo-script" type="text/javascript" src='https://static.cloud.coveo.com/searchui/v2.10089/js/CoveoJsSearch.Lazy.min.js'></script> <script class="coveo-for-sitecore-script" type="text/javascript" src='https://static.cloud.coveo.com/coveoforsitecore/ui/v0.55.8/js/CoveoForSitecore.Lazy.min.js'></script> <script type="text/javascript" src="https://static.cloud.coveo.com/searchui/v2.10089/js/cultures/en.js"></script> <div>  <div id="SearchResourcesProperties_2699f4c5515b46d4981069325ad8085a" class="CoveoForSitecoreContext" data-sc-should-have-analytics-component='true' data-sc-analytics-enabled='true' data-sc-current-language='en' data-prebind-sc-language-field-name='fieldTranslator' data-sc-language-field-name='_language' data-sc-labels='{"Ascending" : "Ascending" , "Descending" : "Descending" , "Created" : "Created" , "Created By" : "Created by" , "Creation Time" : "Creation time." , "Language" : "Language" , "Last Time Modified" : "Last time modified." , "Template" : "Template" , "Uniform resource identifier" : "URI" , "Updated By" : "Updated by" , "If the problem persists contact the administrator." : "If the problem persists contact the administrator." , "Search is currently unavailable" : "Oops! Something went wrong on the server."}' data-sc-maximum-age='900000' data-sc-page-name='investment-data-alliance' data-sc-page-name-full-path='/sitecore/content/RPC/Home/research-foundation/investment-data-alliance' data-sc-index-source-name='Coveo_web_index - SCProd9Farm' data-sc-is-in-experience-editor='false' data-sc-is-user-anonymous='true' data-sc-item-uri='sitecore://web/{C7A97839-84E7-4A4E-B7DA-A663DAF27610}?lang=en&ver=1' data-sc-item-id='c7a97839-84e7-4a4e-b7da-a663daf27610' data-prebind-sc-latest-version-field-name='fieldTranslator' data-sc-latest-version-field-name='_latestversion' data-sc-rest-endpoint-uri='/coveo/rest' data-sc-analytics-endpoint-uri='/coveo/rest/ua' data-sc-site-name='rpc' data-sc-field-prefix='f' data-sc-field-suffix='72161' data-sc-prefer-source-specific-fields='false' data-sc-external-fields='[{"fieldName":"permanentid","shouldEscape":false}]' data-sc-source-specific-fields='[{"fieldName":"attachmentparentid"},{"fieldName":"clickableuri"},{"fieldName":"collection"},{"fieldName":"concepts"},{"fieldName":"date"},{"fieldName":"filetype"},{"fieldName":"indexeddate"},{"fieldName":"isattachment"},{"fieldName":"language"},{"fieldName":"printableuri"},{"fieldName":"rowid"},{"fieldName":"size"},{"fieldName":"source"},{"fieldName":"topparent"},{"fieldName":"topparentid"},{"fieldName":"transactionid"},{"fieldName":"uri"},{"fieldName":"urihash"}]' > </div> <script type="text/javascript"> var endpointConfiguration = { itemUri: "sitecore://web/{C7A97839-84E7-4A4E-B7DA-A663DAF27610}?lang=en&ver=1", siteName: "rpc", restEndpointUri: "/coveo/rest" }; if (typeof (CoveoForSitecore) !== "undefined") { CoveoForSitecore.SearchEndpoint.configureSitecoreEndpoint(endpointConfiguration); CoveoForSitecore.version = "5.0.1039.1"; var context = document.getElementById("SearchResourcesProperties_2699f4c5515b46d4981069325ad8085a"); if (!!context) { CoveoForSitecore.Context.configureContext(context); } } </script> </div> <script type="text/javascript">_satellite.pageBottom();</script>  <input id="MediaFramework_ItemId" name="MediaFramework_ItemId" type="hidden" value="C7A9783984E74A4EB7DAA663DAF27610"> </body> </html>

CINXE.COM

Investment Data Alliance | CFA Institute Research Foundation