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BUILDING SOCIETY EXCELLENCE

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  • Archive
  • Strategic Focus
    • Advocacy
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    • Outreach
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    • Society Resources
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  • Calendar
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Advocacy

Strategic goals

  • Our Strategy
  • Advocacy
  • Strategic Goals

We have significant opportunity to advance our mission and benefit both members and investors by improving the integrity of the overall investment management environment. 

Advance Professionalism and Professional Recognition

Achieve regulator recognition

Definition: Waiver of regulatory requirements for candidates that have passed a credentialing exam or members that hold the CFA charter

Increase membership support of top 100 global asset managers

Definition: Number of top 100 global asset managers that pay in full or in part for CFA Institute membership dues for their employees 

Increase unaided top of mind brand awareness

Definition: Top of mind unaided brand awareness as defined by an independent brand assessment firm (Currently Kantar MillwardBrown) 

Increase member voluntary CE attestation

Definition: % of total members that attest that they have met the annual requirements of the voluntary continuing education program 

Build Market Integrity to Benefit Society

Increase member satisfaction advocacy impact

Definition: % of members that rate their satisfaction as a 5, 6, or 7 on a scale of 1-7 averaged across the four advocacy areas (promoting standards, influencing regulators on market structure, fairness and transparency, influencing regulators and practitioners on investor protection rules and practices, and developing research and commentary on investment management culture, structure and trends.) 

Achieve targeted advocacy engagements – society events

Definition: Achieving engagement on targeted advocacy topics as guided by regional advisory councils 

Achieve targeted advocacy engagements – regulator

Definition: Achieving engagement on targeted advocacy topics as guided by regional advisory councils 

Achieve targeted advocacy engagements – industry

Definition: Achieving engagement on targeted advocacy topics as guided by regional advisory councils 

Achieve membership on targeted advocacy committees

Definition: Achieving membership on targeted advocacy committees as guided by regional advisory councils 

Increase advocacy and FOF media volume

Definition: For advocacy and FoF priorities (as confirmed by regional advisory councils), securing quality media coverage is important to raising awareness and impacting the marketplace. “Quality” in this sense is a combination of factors such as type of platform and reach as assessed by a third party firm 

Increase adoption of GIPS

Definition: Number of top global asset management firms (Source: Cerulli Associates) registering GIPS Standards compliance annually and AMC adoption

Societies 2.0 Initiative: Strategic Capabilities

Shared outreach and advocacy

  • Develop society advocacy vision
  • Develop society advocacy framework
  • Provide necessary resources (human, financial, tools, etc.)
  • Develop robust training programs
  • Increase society leader and member awareness

  • View all strategic goals

Research

Find out about our latest and future research initiatives.

Society Success Stories

See how CFA Societies advance advocacy locally.

Advocacy Resources

Access resources to support your society’s advocacy engagement efforts.

Sharing Content

Read and share advocacy social content with members

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