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BUILDING SOCIETY EXCELLENCE
13 Jul 2021 » Society Management
01 Jul 2021 » Society Management
15 Jun 2021
Watch the recording of your region's virtual event now
10 Jun 2021
We are delighted to announce the winners of the 2021 Society Awards Programme.
02 Jun 2021 » Society Management
Optimizing Investments in Sustainable Infrastructure
CFA New York is hosting the latest virtual event in its Asset Owner Series: "Development Bank Perspective: Optimizing Investments in Sustainable Infrastructure in Emerging Markets." This event features Prof. Zamir Iqbal, Chief Financial Officer, Islamic Development Bank.
Monday, 2nd August, 11 am-12 pm ET.
Register here
Global Book Club Event With Vikram Mansharamani
As part of the Collaborative Women in Investment Management initiative, CFA Society Orange County and CFA Society Ukraine are hosting a book club event to discuss "Think for Yourself" by Vikram Mansharamani.
Demystifying Artificial Intelligence
CFA Society Denmark will host its annual Artificial Intelligence (AI) conference on the topic of demystifying AI, with a focus on ethics, responsibility, compliance, learnings, and practical examples.
ESG Webinar Series
As part of a programme leading up to the CFA Institute ESG Disclosure Standard release later this year, CFA Society South Africa hosted a three-part webinar series on ESG – focusing on ESG data, ESG attribution and ESG disclosure. The webinars attracted a wide audience (beyond members) and the content is available here.
Invesco ESG Stewardship Report 2020
Invesco's 2020 ESG Investment Stewardship Annual Report provides a detailed view into company engagements, including case studies, Invesco’s proxy voting approach and social equity and climate change focus areas. They outline their new commitment to integrate ESG into all investments by 2023.
Read it here
Geopolitics of Data: Cyber Warfare and Security
CFA Society France held a virtual event with Joachim Klement, CFA, to discuss how cyber warfare and cyber security impacts the economy and investors.
Watch the recording here
CFA Society Ukraine Publishes First ESG Report
In April 2021, CFA Society Ukraine published its first ESG Report to highlight the contribution it makes to the industry's sustainable development. The report is entitled "We Care" and showcases local society initiatives that help to increase the quality of education, diversity and integrity in the investment management industry.
View the report
CFA Program Level I Boot Camp for Candidates
CFA Society Idaho is partnering with the Options Industry Council (OIC) to offer a two-part boot camp series to cover the basics of options for CFA Program Level I candidates.
Industry Practitioners' Ethics Challenge Playbook
CFA Society Nigeria has produced a playbook that will help other local societies to plan, execute, promote and analyse the impact of an Industry Practitioners' Ethics Challenge.
Economic Outlook: A Conversation with Jean-Claude Trichet
CFA Society France recently welcomed Jean-Claude Trichet, Governor of the European Central Bank between 2003 and 2011, to share his views on the political and economic outlook in Europe.
Pan-African Webinar: Fintech, Chaos or Opportunity?
On 1 September 2020, a webinar was jointly hosted by CFA Societies in sub-Saharan Africa. Discussion focused on how Fintech and the access to unvetted online content has affected investment decisions.
Distinguished Speaker Series: Roy Swan
At a recent webcast, Roy Swan, who leads the Ford Foundation’s Mission Investments team, discussed investment strategy, rationale, impact, and measurements of success.
CFA Society® Network Collaborates To Deliver Topical Webinar
On 7 July 2020, CFA Society Spain, CFA Society Portugal and CFA Society Brazil co-hosted a webinar about Brazil's economy, entitled: “A Black Swan…With Blue Eyes”.
CFA Society Slovakia: Measuring Economic Sentiment
CFA Society Slovakia recently launches index to measure the expectations of Slovak investment professions on economic development.
Read more
Survey: Impact of COVID-19 on Asset Management
CFA Society Italy, in collaboration with FundsPeople, has launched a survey on the "Impact of COVID-19 on Asset Management" to investigate how the industry has changed and will continue to change. The survey is anonymous and dedicated to industry professionals.
Webinewbie or Webinerd? Report Outlines How To Host Successful Webinars
CFA Society Tampa Bay has used this "ON24 Webinar Benchmarks Report" to inform its virtual events.
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21 Jul 2021 » Outreach
20 Jul 2021 » Outreach
14 Jul 2021 » Advocacy
12 Jul 2021 » Advocacy
06 Jul 2021 » Society Management
29 Jun 2021 » Society Management
22 Jun 2021 » Advocacy
Business Conduct, Sustainability, and COVID-19 Market Ramifications
22 Jun 2021 » Society Management
16 Jun 2021 » Society Management
15 Jun 2021 » Society Management
Watch the recordings of our events with the newest members of the CFA Institute Leadership Team.
01 Jun 2021 » Society Management
The voting for the 2021 Presidents Council election concluded in May and we are pleased to announce the results.
24 May 2021 » Member Value
In early March the CFA Institute Ethics Learning Lab, home of our popular Ethical Decision-Making Program, was expanded and transitioned into a paid subscription-based, interactive Professional Learning community.
24 May 2021 » Society Management
Year-End Reports are an important aspect of the annual business planning process and ensure high operating standards are achieved across the CFA® Society network.
18 May 2021 » Society Management
18 May 2021 » Advocacy
On 19 May, CFA Institute will release an Exposure Draft of the ESG Disclosure Standards for Investment Products. The Standards establish disclosure requirements for investment products with ESG-related features.
12 May 2021 » Outreach
Did you know that 60% of non-charterholder new members are CFA Program candidates? Did you also know that we don’t start actively promoting membership until after they pass LIII? Well, that is about to change!
11 May 2021 » Outreach
As part of our commitment to prioritizing the interests of our candidates, CFA Institute froze the 2020 CFA® Program curriculum for two exam cycles.
30 Apr 2021 » Building Brand
Last week, Marg Franklin launched a social media campaign via LinkedIn, #mycharterstory, designed for charterholders to tell their charter story in a few short sentences and then tag other charterholders on LinkedIn and encourage them to do the same.
27 Apr 2021 » Outreach
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics.
26 Apr 2021 » Outreach
On 1 October 2020, CFA Institute will sponsor the Responsible Asset Owners (RAO) Global Symposium 2020.
06 Apr 2021 » Advocacy
CFA Institute aims to enable its constituents to embrace difference, demonstrate respect, and build societal trust.
21 Apr 2021 » Member Value
The mission of CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
30 Mar 2021 » Member Value
This year, two critical member* activities—our renewal cycle and member proxy vote—will overlap from May through mid-July. Read more to find out how CFA Institute is promoting engagement with these transactions and the resources we are providing your soci
30 Mar 2021 » Building Brand
After 73 years of excellence at the annual conference, we are excited to introduce Alpha Summit, made for global financial investment professionals to enjoy inspiring, live conversations that will set the tone for how we can change the industry...
15 Apr 2021 » Society Management
As part of our commitment to further enhance collaboration between CFA Institute and the CFA Society® community, we have recently formed the Society Operations Advisory Council (SOAC).
13 Apr 2021 » Member Value
03 Jun 2021 » Advocacy
CFA Society Malaysia successfully launched its new Employer Recognition Program (ERP) in December 2020.
01 Jun 2021 » Member Value
CFA Society Finland felt strongly about organising its Forecast Dinner this year, despite the pandemic restricting in-person events.
14 Apr 2021 » Advocacy
CFA Society Pakistan and CFA Institute have led efforts to promote the CFA Institute Global Investment Performance Standards (GIPS®) and the CFA Institute Asset Manager Code™.
07 Apr 2021 » Society Management
In line with the CFA Society Nigeria Byelaws, the Board of Trustees (BOT) of the local society conducted the 2021 Board of Governors (BOG) elections on 12 March 2021.
01 Apr 2021 » Advocacy
On 9 December 2020, the CFA® Program successfully attained a “Full Accreditation” by the Finance Accreditation Agency (FAA) in Malaysia.
03 Apr 2021 » Advocacy
In celebration of International Women’s Day on the 8th of March 2021, more than 80 stock exchanges around the world took part in a global event focused on gender equality by hosting Bell Ringing ceremonies...
23 Apr 2021 » Member Value
Stock market bubbles fascinate researchers because bubbles have major implications for market efficiency, but their existence is disputed. This book evaluates academic research and other analysis of bubbles and their significance for investors.
Small and limited 20 years ago, the Vietnamese capital market has grown to provide a wide range of products. With favorable prospects, Vietnam must address fundamental challenges to continue evolving and achieve its potential.
Michael Falk, CFA, a partner at the Focus Consulting, discusses the importance of creating a sell discipline for losers and winners in an investment portfolio, his many writing projects, and living with ALS, or Lou Gehrig's disease.
Charlotte Beyer, founder and former CEO of the Institute for Private Investors and author of the CFA Institute Research Foundation brief on relationship alpha, explains the concept and why it’s important and how advisers can better serve clients.
Managing Editor of the Financial Analysts Journal, Heidi Raubenheimer, provides an overview of the Second Quarter issue of 2021.
30 Mar 2021 » Advocacy
CFA Institute and CFA Societies are leaders in providing in-depth insights about the investment world of today and what that means for the industry of tomorrow. Here is a glimpse at what we’re working on now and into the future.
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