Research, peer review, and university affiliations

PhD Co-PI program

The Foundation's 500-household longitudinal research study is co-led by a PhD researcher in personal finance / behavioral economics. The Co-PI is responsible for study design, IRB compliance, statistical analysis, and peer-reviewed publication. Co-PI selection and grant funding are coordinated with NEFE, FINRA Foundation, and TIAA Institute partners.

As partnerships are confirmed, the Co-PI's affiliation, methodology summary, and publication targets will be listed here.