Whitepaper: Defining and investigating cognitive reserve, brain reserve, and brain maintenance
Open accessAbstract
Several concepts, which in the aggregate get might be used to account for “resilience” against age‐ and disease‐related changes, have been the subject of much research. These include brain reserve, cognitive reserve, and brain maintenance. However, different investigators have use these terms in different ways, and there has never been an attempt to arrive at consensus on the definition of these concepts. Furthermore, there has been confusion regarding the measurement of these constructs and the appropriate ways to apply them to research. Therefore the reserve, resilience, and protective factors professional interest area, established under the auspices of the Alzheimer's Association, established a whitepaper workgroup to develop consensus definitions for cognitive reserve, brain reserve, and brain maintenance. The workgroup also evaluated measures that have been used to implement these concepts in research settings and developed guidelines for research that explores or utilizes these concepts. The workgroup hopes that this whitepaper will form a reference point for researchers in this area and facilitate research by supplying a common language.
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Claims the paper makes
- Interpretationreasoning
The residual approach might inherit the same drawbacks as the composite approach with observed lifestyle variables, notably a substantial chance of capturing factors unrelated to reserve.
“The residual approach may share limitations of the composite approach using observed lifestyle variables described above: when defining CR by that which is not explained by known brain predictors there is a high risk of including many things other than reserve.”
Quote in the paperNot a substantial claim - Interpretationreasoning
Cognitive reserve, like any cognitive process, cannot currently be mapped onto biological phenomena in a simple, one-to-one, or linear fashion.
“Still, at this point it is not possible to map CR (or any cognitive process) onto defined biological phenomena in a one-to-one, straightforward or even linear way.”
Quote in the paperSubstantial claim - Interpretationreasoning
A single time point measurement cannot separate high brain reserve individuals from maintainers.
“Thus, in this case a single time point measurement can’t separate high BR individuals from maintainers.”
Quote in the paperSubstantial claim - Interpretationnone given
Measures of brain structure used to predict cognition might capture only part of the underlying brain physiology and pathology.
“Brain measures that are used to predict cognition may only partially capture underlying brain physiology and pathology.”
Quote in the paperNot a substantial claim - Interpretationreasoning
This association evidence is a weaker form of cognitive reserve evidence than moderation.
“In this analysis, the new CR proxy simply adds predictive information (a protective factor), a weaker form of CR evidence than moderation.”
Quote in the paperSubstantial claim
- Interpretationnone given
In practice, differentiating brain reserve from neuropathology is challenging because pathology and brain reserve can be expressed in the same brain areas.
“In practice, this differentiation is challenging since pathology and BR can be expressed in the same brain areas.”
Quote in the paperNot a substantial claim - Interpretationreasoning
A basic correlation between a cognitive test score and a socio-behavioral proxy for cognitive reserve cannot by itself show that the test score reflects cognitive reserve.
“A simple correlation of cognitive test performance with a socio-behavioral proxy of CR is not sufficient to establish that the test performance reflects CR, because it proves no insight into how that influences the relationship between the brain and clinical or cognitive performance outcome.”
Quote in the paperSubstantial claim - Interpretationreasoning
Because intracranial volume is unaffected by pathology in cross-sectional studies, it can serve as a practical proxy for premorbid brain size.
“In cross sectional studies, intracranial volume does not change as a consequence of pathology, so it could be considered as a practical, convenient proxy of premorbid brain structure/size.”
Quote in the paperSubstantial claim - Interpretationnone given
The validity of the residual approach to measuring cognitive reserve depends on how the predictors and outcome measure are specified in the model.
“The validity of this approach is dependent on the specification of the predictors and outcome measure in the model.”
Quote in the paperSubstantial claim - Interpretationreasoning
In the study of brain morphological features, brain reserve and brain maintenance cannot be discriminated in cross-sectional designs.
“In the study of brain morphological features (for instance, cortical thickness or brain volume), BR and BM cannot be discriminated in cross sectional designs.”
Quote in the paperSubstantial claim - Interpretationreasoning
The residual approach will necessarily differ from study to study depending on the set of predictor and outcome variables used, introducing variability across studies.
“Also, the use of this approach will necessarily differ from study to study, depending on what set of predictor and outcome variables are used, and introduce variability across studies.”
Quote in the paperNot a substantial claim
- Classified as probably not a substantial claim. 20
- May combine two claims. 11
Classified as probably not a substantial claim. May combine two claims.
Interpretationnone givenBrain reserve does not guard against accumulating brain pathology; instead it buffers the effects of that pathology.
“BR, as noted above, does not protect against the accumulation of brain pathology but it does protect against the effects of the pathology itself.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenSome brain markers, such as cortical thickness or brain volume, might reflect a combination of brain reserve and brain maintenance when measured longitudinally in older adults.
“A further complication is that, some of these brain markers (e.g. cortical thickness or brain volume) might reflect a combination of BR and brain maintenance when measured longitudinally in older adults (see below).”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim. May combine two claims.
InterpretationreasoningFor higher thickness, brain reserve postulates that those with high reserve have thicker brains, whereas brain maintenance postulates that maintainers experience less loss of thickness.
“For instance, where higher thickness is desirable, BR would postulate that those with high reserve have thicker brains whereas BM would postulate that maintainers experience less loss of thickness.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationreasoningFor some purposes, showing that a proposed cognitive reserve proxy relates to cognitive performance after controlling for brain changes, pathology, or insult might be enough.
“In some situations, perhaps for hypothesis generation, it may be sufficient to demonstrate that a hypothesized CR proxy or measure is associated with cognitive performance after partialing out the effects of brain change, pathology or insult.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenBrain reserve and cognitive reserve tend to map onto different techniques in neuroimaging research: structural and functional methods, respectively.
“Finally, it is useful to distinguish between BR and CR because they tend to map onto different techniques used in our neuroimaging research; i.e. structural and functional methods, respectively.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationreasoningBrain reserve and brain maintenance are fundamentally related concepts.
“BR and BM are fundamentally related concepts.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningThe closest direct measure of cognitive reserve may come from characterizing and measuring functional brain processes, but such studies do not necessarily measure cognitive reserve directly.
“The closest direct measure of CR may stem from characterization and measurement of functional brain processes, but even those studies do not necessarily directly measure CR because they are typically embedded in a particular methodology and set of conditions as mentioned below.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing). May combine two claims.
InterpretationreasoningCalling brain reserve hardware and cognitive reserve software is useful but imperfect, because cognition necessarily has a biological substrate.
“This distinction is convenient, but not completely accurate, since cognition must have a biological basis.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
InterpretationreasoningSocio-behavioral proxies are global and do not imply specific functional mechanisms; they are formative, representing experiences that contribute to cognitive reserve development.
“Clearly such factors are global in nature and do not imply any specific functional mechanisms. Rather they are formative, meaning that they attempt to represent those experiences that contribute to the development of CR.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
InterpretationreasoningWhen age- or disease-related brain changes occur, individual differences in cognitive processes can affect how well a person copes with those changes.
“When age- or disease-related brain changes occur, individual differences in the cognitive processes can influence how successfully a person can cope with these changes.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
InterpretationreasoningBrain reserve suggests that differences in brain structure let some individuals withstand aging and pathology better than others before clinical or cognitive symptoms appear.
“BR implies that individual variation in the structural characteristics of the brain allows some people to better cope with brain aging and pathology than others before clinical or cognitive changes emerge.”
Quote in the paperNot a substantial claimClassified as probably not a substantial claim.
InterpretationreasoningThe present definitions of cognitive reserve and brain reserve operate at different qualitative levels.
“Thus, the current definitions of CR and BR are made at qualitatively different levels.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningThe residual approach has advantages: it is a more direct measure of cognitive reserve, it is potentially dynamic, and it may be more informative at the individual level.
“On the other hand, this approach has advantages: it is a more direct measure of CR, and it is potentially dynamic, changing as CR is built up or depleted. The residual approach to CR may therefore be more informative at the individual level.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenFrom a neurobiological point of view, cognitive reserve remains a black box.
“From a neurobiological point of view, CR remains a black box.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
InterpretationreasoningThe cognitive and functional brain processes that support cognitive reserve may already exist before brain pathology, or individuals may differ in their need or ability to adapt new or compensatory processes when challenged by age- or disease-related brain changes.
“The cognitive/functional brain processes that support CR may already be present before the onset of brain pathologies. Alternately, when challenged with age or disease-related brain changes, there may be individual differences in the need or ability to adapt new, or compensatory cognitive/functional processes in order to maintain function.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningCognitive reserve is not fixed or immutable; it is dynamic and can be influenced by lifetime exposures such as education, occupation, physical exercise, leisure activities, and social engagement.
“CR is therefore not fixed or immutable. Relevant lifetime exposures include, but are not limited to, early-life general cognitive ability (e.g. intelligence), education, occupation, physical exercise, leisure activities or social engagement.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningTo date, brain reserve is a macroscopic concept without established links to specific neurobiological causes or fine-grained mechanisms.
“So far BR refers to a rather macroscopic construct that is not linked to identifiable neurobiological causes or mechanisms of finer granularity.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based).
Interpretationnone givenOne aspect of brain maintenance is greater resistance to the advancement of primary pathology.
“A form of BM is also higher resistance to the progression of primary pathology itself.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
InterpretationreasoningDeficits in cognition or function appear only once a fixed threshold is crossed; people with more brain reserve have more capacity to lose before impairment shows.
“Cognitive or functional deficits would only occur after a certain fixed threshold has been reached and in those with greater BR, there would simply be “more to lose” before cognitive or functional impairment emerges.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningEven generic networks might not fully account for cognitive reserve.
“Such generic networks still may not provide a complete explanation for CR.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
Interpretationnone givenTask-related activation networks might be task-specific and could depend on which brain regions are spared or affected.
“A challenging issue here is that activation networks may be specific to given tasks, and also dependent on the specific brain regions that are or are not affected.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationreasoningBetter brain maintenance could sustain higher brain reserve.
“Better BM could thus sustain higher BR.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
Interpretationnone givenCognitive reserve is an active, dynamic process while brain reserve is passive.
“The distinction is also conceptually important because CR is an active, dynamic process while BR is passive.”
Quote in the paperNot a substantial claim
The paper relies on this without support.
There is no consensus on the definitions of cognitive reserve, brain reserve, and brain maintenance, and there has been confusion regarding their measurement.
“However, different investigators have use these terms in different ways and there has never been an attempt to arrive at consensus on the definition of these concepts. Further, there has been confusion regarding the measurement of these constructs as well as the appropriate ways to apply them to research.”
The paper relies on this without support.
Cognitive reserve has rarely been assessed directly.
“As a theoretical construct, CR has rarely been assessed directly.”
The paper relies on this without support.
Studies often rely on three broad methods to measure cognitive reserve: socio-behavioral proxies, residual approaches, and functional imaging approaches.
“Rather, studies often rely on these three broad methods to quantify and measure CR:”
The paper relies on this without support.
Brain reserve and cognitive reserve explain separate parts of the variance in clinical or cognitive outcomes.
“Another reason for an operational distinction between BR and CR is that the two account for unique portions of the variance in clinical or cognitive status.”
The paper relies on this without support.
The brain is modifiable based on experience.
“BM also reflects the fundamental notion that the brain is modifiable based on experience.”
The paper relies on this without support.
Genetics and lifestyle can impact brain maintenance.
“Genetics and lifestyle, including many of the same life exposures associated with differential CR, can impact BM.”
The paper relies on this without support.
Historically, researchers have used proxies to estimate brain reserve, including intracranial volume and head circumference.
“Historically, researchers have also used proxies to estimate this BR, including gross whole brain measures reflective of peak or premorbid brain volume, including intracranial volume, or even head circumference.”
The paper relies on this without support.
In recent years, researchers have started using finer-grained measures, for example gray matter volume patterns, cortical surface area, cortical thickness, PET synaptic integrity, and white matter microstructure.
“More recently, researchers have begun to incorporate more fine-grained measures such as specific patterns of gray matter volume, cortical surface area, cortical thickness, PET measures of synaptic integrity, or white matter microstructural properties.”
The paper relies on this without support.
Lifestyle factors might relate to differences in pathological features like stroke or microvascular brain changes.
“Lifestyle features may also be associated with differences in pathologic features such as stroke or microvascular brain changes; whether they could influence the aggregation of pathology such as amyloid plaques or tau tangles is an ongoing research question.”
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
Resilience helps mitigate the effects of aging, stress, and disease and supports cognitive vitality across life.
“In the context of lifespan and brain health, resilience has a critical role in mitigating the impacts of aging, stress and disease, promoting cognitive vitality throughout life1–5.”
From Resilience and brain health in global populations (2025) · cites this paper as [3]
The Reserve and Definition of CR sections describe resilience to aging and disease and cognitive processes that help maintain function. The paper also discusses exposures across the lifespan, but it does not establish that resilience mitigates stress or promotes cognitive vitality throughout life; its stated focus is cognitive aging and brain pathology. Page numbers were not available in our copy. (LLM, conf=0.86)
Experimental — accuracy not yet measuredResilience is a multidimensional construct spanning biological, psychological, and social domains and is important for population health, especially brain health.
“Resilience is a multifaceted concept that spans biological, psychological and social domains, and is critical for population health—particularly brain health.”
From Resilience and brain health in global populations (2025) · cites this paper as [3]
The Reserve section describes resilience as encompassing multiple reserve-related processes and says studying it has implications for policy and intervention. The Definition of CR section discusses innate differences, cognitive processes, and social engagement. The paper does not explicitly frame resilience as spanning biological, psychological, and social domains or establish its importance for population health broadly; it focuses on cognitive aging and brain disease. Page numbers are unavailable in our copy. (LLM, conf=0.82)
Experimental — accuracy not yet measuredHigh cognitive and brain reserve proxies such as education and larger intracranial volume modified Alzheimer's risk by delaying symptom onset despite biomarker abnormalities.
“However, high cognitive and brain reserve proxies—such as education and larger intracranial volume—modified this risk by delaying symptom onset despite biomarker abnormalities3,30.”
From Resilience and brain health in global populations (2025) · cites this paper as [3]
In Measures of CR, the paper reports that higher education is associated with lower age-specific risk of Alzheimer’s dementia and may allow people to cope with more AD-related brain changes before becoming demented. In Measures of BR and Research Considerations > Brain Reserve, it identifies intracranial volume as a proxy for premorbid brain size, but frames a link between greater brain features and lower subsequent clinical risk as a goal for research—not an established delay in symptom onset despite biomarker abnormalities. Page numbers were not provided in our copy. (LLM, conf=0.86)
Experimental — accuracy not yet measuredResilience in brain health is shaped by interrelated biological, psychological, and social constructs.
“For this Review, we build on the notion that resilience in brain health29 is shaped by multiple interrelated constructs including biological (brain plasticity, compensation, allostasis) psychological (cognitive reserve, emotional self-regulation) and social (familial, socioeconomic and cultural protective factors) levels3,30,31.”
From Resilience and brain health in global populations (2025) · cites this paper as [3]
Cognitive resilience depends on cognitive reserve to cope with damage through preexisting strategies influenced by education, occupational complexity, and cognitively stimulating activities.
“Cognitive resilience depends on cognitive reserve32 to cope with damage through preexisting strategies influenced by factors such as education, occupational complexity and cognitively stimulating activities3,10,30,36.”
From Resilience and brain health in global populations (2025) · cites this paper as [3]
The cellular pathways that underlie Alzheimer's disease pathological progression across brain regions remain poorly understood.
“but the cellular pathways that underlie its pathological progression across brain regions remain poorly understood1–3.”
From Single-cell multiregion dissection of Alzheimer’s disease (2024) · cites this paper as [3]
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- Authors
- Stern, Y., Arenaza‐Urquijo, E. M., Bartrés‐Faz, D., Belleville, S., Cantilon, M., Chetelat, G., Ewers, M., Franzmeier, N., Kempermann, G., Kremen, W. S., Okonkwo, O., Scarmeas, N., Soldan, A., Udeh‐Momoh, C., Valenzuela, M., Vemuri, P., Vuoksimaa, E., & and the Reserve, R. A. P. F. P. E. D. A. C. F. W.
- Affiliations
- Columbia University (US)
- Mayo Clinic (US)
- Faculty of Medicine and Health Sciences, Department of Medicine Barcelona Spain
- Institut Universitaire de Gériatrie de Montréal (CA)
- Rutgers, The State University of New Jersey (US)
- Inserm, Inserm UMR‐S U1237 Université de Caen‐Normandie, GIP Cyceron, Caen, France
- LMU Klinikum (DE)
- Center for Regenerative Therapies Dresden (DE)
- University of California San Diego (US)
- University of Wisconsin–Madison (US)
- National and Kapodistrian University of Athens (GR)
- Johns Hopkins University (US)
- Imperial College London (GB)
- The University of Sydney (AU)
- University of Helsinki (FI)
- Corresponding author
- Stern, Yaakov
- ORCID
- Venue
- Alzheimer's & Dementia
- Publisher
- Wiley
- Published
- 2020-01-06
- Volume
- 16
- Issue
- 9
- Pages
- 1305-1311
- ISSN
- 1552-5260 (ISSN-L)
- 1552-5279
- PMC
- PMC6417987
- OpenAlex
- W2892013400
- Cited by
- 1,703
- References
- 0
- Citations by year
- 2026: 304 · 2025: 275 · 2024: 286 · 2023: 259 · 2022: 214 · 2021: 173 · 2020: 122 · 2019: 64 · 2018: 4
- FWCI
- 70.27
- Type
- journal article
- Language
- en
- Open access
- green
- www.ncbi.nlm.nih.gov
- Locations
- Alzheimer s & Dementia (publishedVersion)
- PubMed (publishedVersion)
- PubMed Central (acceptedVersion)
- Työväentutkimus Vuosikirja (submittedVersion, other-oa)
- CINECA IRIS Institutial Research Information System (University of Genoa) (submittedVersion)
- Institutional Research Information System University of Turin (University of Turin) (submittedVersion)
- Minerva Access (University of Melbourne) (submittedVersion)
- DZNE Pub (submittedVersion)
- Columbia Academic Commons (Columbia University)
- Funders
- National Institute on Aging (R01AG026158)
- Topics
- Health Sciences › Medicine › Psychiatry and Mental health › Dementia and Cognitive Impairment Research
- Social Sciences › Psychology › Experimental and Cognitive Psychology › Cognitive Abilities and Testing
- Social Sciences › Psychology › Experimental and Cognitive Psychology › Cognitive Functions and Memory
- Keywords
- cognitive reserve, brain reserve
- MeSH terms
- Aging, Alzheimer Disease, Brain, Humans, Research Design, Guidelines as Topic, Cognitive Reserve
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Claims read by deepseek-v4.1-flash under definition version 3 (extract-v3) on 2026-09-29.
Classified by jev-1.13-20260917 (gold-guideline-v0.2) on 2026-09-29.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
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