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