Login to view this content

Forgot password?

Don’t have an account?

The registration email has been resent. Please click the link within it to confirm your email address.

Register

*Required field
View privacy policy

An email has been sent to the email address provided. Please click the link within the email to confirm your email address.

Close Popup
Help us make your Connexions even better

Based on your visit today, how would you rate your overall Connexions experience?


  • 1
  • 2
  • 3
  • 4
  • 5
What do you like most about Connexions?*
What content or features would make your Connexions experience better?
CFA Insitute CFA Connexions

BUILDING SOCIETY EXCELLENCE

MENU
  • Home
  • Archive
  • Strategic Focus
    • Vision, Mission and Strategy
    • Society Operating Model
    • Funding
    • Principles of Partnership
  • Resources
    • Society Resources
    • Society Center
  • Calendars
    • Institute Content & Product Pipeline
    • Society Planning Guide
  • Search
  • Submit content
  • CFA Society® Community Content
  • Home
  • Archive
  • Strategic Focus
    • Vision, Mission and Strategy
    • Society Operating Model
    • Funding
    • Principles of Partnership
  • Resources
    • Society Resources
    • Society Center
  • Calendars
    • Institute Content & Product Pipeline
    • Society Planning Guide
  • Search
  • Submit content
  • CFA Society® Community Content
Close

Month published

CFA Institute Goal

Content Type

Topic

CFA Institute Content & Product Pipeline

Recent and Planned Initiatives

Filter

  • Research
  • Standards
  • Advocacy
  • Professional Learning

CFA Institute and CFA Society network 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. Dates are subject to change.

September 2022

September 2022

Allocating to Thematic Investments

In Market

Allocating to thematic investments can be difficult because they have exposures to multiple risk factors. The authors propose using a framework based on robust portfolio optimization to make themes fit in traditional multi-asset portfolios.

September 2022

2023 Refresher Readings

In Market

Members can stay current on what's important in the constantly evolving investment industry with readings taken directly from the CFA Program curriculum.

October 2022

October 2022

2022 Mercer CFA Institute Global Pension Index

In Market

The Mercer CFA Institute Global Pension Index uses three sub-indices—adequacy, sustainability and integrity—to measure each retirement income system against more than 50 indicators. The Index is published by Mercer, in collaboration with CFA Institute and the Monash Centre for Financial Studies.

01 October 2022

ESG Investment Outcomes, Performance Evaluation, and Attribution

In Market

This paper highlights key challenges faced by ESG investors and portfolio managers implementing ESG investment mandates. It then addresses these challenges focusing on relevant fund reporting, provides guidance on the information required to make informed ESG investing decisions, and proposes a performance evaluation and attribution framework to support the ESG investment management process.

October 2022

Ethics and Artificial Intelligence in Investment Management: A Framework for Professionals

In Market

Increasing use of AI in investment management poses new ethical challenges for firms and professionals. This paper examines good ethical practices for the design, development, and deployment of AI in investment processes.

October 2022

Python and Data Science for Investment Professionals (October Session)

Accepting Registrations

October 2022

Comment Letter on SEC and CFTC Proposed Amendments to Form PF

In Market

The SEC and the CFTC jointly proposed amendments to Form PF that would significantly increase the amount of information required to be included on the form. This comment letter addressed performance-related components of the proposal.

October 2022

Response to Public Consultation on the Review of the G20/OECD Principles of Corporate Governance

Target Release: October

The OECD Corporate Governance Committee is conducting a public consultation on revisions to the G20/OECD Principles of Corporate Governance. The overall objective of the review is to update the Principles in light of recent evolutions in capital markets and corporate governance policies and practices.

November 2022

November 2022

Climate Finance

In Market

Gain practical guidance around climate change and climate-related finance matters in this online course. (USD 309 member/339 nonmember)

November 2022

Fun and Games: Investment Gamification and Implications for Capital Markets

In Market

In the financial services context, gamification and other trends are here to stay, and we need to develop the right set of approaches to maximize their benefits. As we discuss more fully in this paper, our recommended approach is three-pronged—comprising principles, conduct, and disclosures.

Theme: Strengthening Capital Markets

November 2022

Integrating Natural Capital and Biodiversity in the Investment Process

In Market

More than half of the world's total gross domestic product involves activities that are moderately or highly dependent on nature. This white paper outlines the issues, provides investors with best practices, discusses tools to incorporate natural capital in the investment process, and presents case studies to provide practical examples.

Theme: Addressing Sustainability Challenges

November 2022

Understanding ESG Investing in Asia-Pacific Emerging Markets

In Market

In collaboration with CFA Societies in APAC, ARX organized a closed-door roundtable among industry practitioners to examine ESG investing in emerging markets. Key topics included latest trends, regulations, and technological innovations.

November 2022

Trading Informativeness in Modern Markets

In Market

The authors demonstrate that trade informativeness is highest for institutions and lowest for the retail group of traders. Algorithmic trading generally provides advantages versus manual trading, especially in certain scenarios.

Theme: Strengthening Capital Markets

November 2022

Supply Chain Climate Exposure

In Market

All companies, even green ones, can have material climate exposure. The authors propose a better measure of supply-chain climate risks that captures price movements, shows performance patterns, and can be applied to portfolio decisions.

Theme: Addressing Sustainability Challenges

December 2022

December 2022

Targeting Macroeconomic Exposures in Equity Portfolios: A Firm-Level Measurement Approach for Out-of-Sample Robustness

In Market

The authors propose a method that uses firm-level measures of macroeconomic exposures to produce better estimations for equity strategies versus standard methods. This approach has applications for equity portfolio construction.

December 2022

EU Digital Agenda and Issues for Investment Management/Impact of Fintech on the European Landscape

Target Release: December

This joint report with CFA Society Spain will focus on the impact of the impact of the EU digital agenda and fintech legislation, and map the EU regulatory agenda on fintech, as well as any regulatory changes on fintech taking place in member states. The report will be based on an informal survey that was conducted with the CFA Society network in Europe.

Theme: Using Data and Technology Developments

December 2022

Redefining the Optimal Retirement Income Strategy

In Market

This paper introduces a cohesive series of models designed to improve retirement income projections. The framework can produce guidance that differs from the advice generated by models that use more basic assumptions.

Theme: Strengthening Capital Markets

December 2022

Translation into English of the CFA Society Germany Position Paper "Reform of State-Subsidized Old-Age Provisions in Germany"

Target Release: December

This English translation of CFA Society Germany's position paper will assist in outreach activities on pensions in the EU together with the Mercer CFA Institute Global Pension Index.

Theme: Strengthening Capital Markets

January 2023

January 2023

Pension System Design and Sustainability

Target Release: January

This report will examine if pension system design plays a role in determining pension sustainability and integrity. It will evaluate various features of pension systems (e.g., private vs. public) against the integrity and sustainability of the systems (as shown in the scores from the Mercer–CFA Institute Global Pension Index) over the years.

Theme: Influencing and Impacting the Profession

January 2023

Cryptoassets: Beyond the Hype

In Market

This research paper is a practitioner-focused analysis of the manner in which investment professionals have considered integrating crypto-assets and crypto-currencies into their investment decision-making processes. 

Theme: Using Data and Technology Developments

January 2023

Impact of Regulation and MiFID on Market for Research Report

Target Release: January

This joint project with CFA Society France will review the claim that regulation in general and MiFID II in particular is responsible for the observed drop in market research coverage in Europe since 2000.

Theme: Strengthening Capital Markets

January 2023

Global ESG Disclosure Standards for Investment Products Examination Procedures

Target Release: January

These procedures provide guidance to independent third parties for providing assurance on the design and implementation of the policies and procedures underlying an investment product’s ESG approaches for compliance with the Global ESG Disclosure Standards for Investment Products.

Theme: Sustainability

January 2023

Equity Risk Premium Colloquium 20th Anniversary Written Summary

Target Release: January

Monograph based on the virtual event marking the 20th anniversary of the 8 November 2021 Equity Risk Premium Forum.

Theme: Strengthening Capital Markets

January 2023

Guidance for Integrating ESG Information into Equity Analysis and Research Reports

In Market

This guide to integrating ESG information draws from a number of CFA Institute publications to present a framework for identifying ESG information, assessing the materiality of ESG information, integrating ESG information into analysis and valuation, and presenting ESG information in research reports.

Theme: Sustainability

January 2023

Global Survey on Inducements

Target release: January

This is an update of a previous survey, conducted in 2013, “Restricting Sales Inducements,” that focused on the issue of the mis-selling of financial products and the implications of the inducements practice.

Theme: Structural resilience of capital markets

February 2023

February 2023

Handbook on AI and Big Data Applications in Investments

Target Release: February

This handbook will provide investment and data science professionals with an up-to-date reference on fintech.

Theme: Using Data and Technology Developments

14 February 2023

Investment Foundations Certificate Relaunch

Target Release: 14 February

Add to Calendar

March 2023

March 2023

GIPS Standards Policies and Procedures Manual Template

Target Release: March

01 March 2023

GIPS Standards Detailed Verification Procedures

Target Release: March

March 2023

GIPS Standards Benchmark Guidance Statement for Asset Owners

Target Release: March

May 2023

May 2023

Updated Code of Ethics and Standards of Professional Conduct

Target Release: May

September 2022

September 2022

Allocating to Thematic Investments

In Market

September 2022

2023 Refresher Readings

In Market

October 2022

October 2022

2022 Mercer CFA Institute Global Pension Index

In Market

01 October 2022

ESG Investment Outcomes, Performance Evaluation, and Attribution

In Market

October 2022

Ethics and Artificial Intelligence in Investment Management: A Framework for Professionals

In Market

October 2022

Python and Data Science for Investment Professionals (October Session)

Accepting Registrations

October 2022

Comment Letter on SEC and CFTC Proposed Amendments to Form PF

In Market

October 2022

Response to Public Consultation on the Review of the G20/OECD Principles of Corporate Governance

Target Release: October

November 2022

November 2022

Climate Finance

In Market

November 2022

Fun and Games: Investment Gamification and Implications for Capital Markets

In Market

November 2022

Integrating Natural Capital and Biodiversity in the Investment Process

In Market

November 2022

Understanding ESG Investing in Asia-Pacific Emerging Markets

In Market

November 2022

Trading Informativeness in Modern Markets

In Market

November 2022

Supply Chain Climate Exposure

In Market

December 2022

December 2022

Targeting Macroeconomic Exposures in Equity Portfolios: A Firm-Level Measurement Approach for Out-of-Sample Robustness

In Market

December 2022

EU Digital Agenda and Issues for Investment Management/Impact of Fintech on the European Landscape

Target Release: December

December 2022

Redefining the Optimal Retirement Income Strategy

In Market

December 2022

Translation into English of the CFA Society Germany Position Paper "Reform of State-Subsidized Old-Age Provisions in Germany"

Target Release: December

January 2023

January 2023

Pension System Design and Sustainability

Target Release: January

January 2023

Cryptoassets: Beyond the Hype

In Market

January 2023

Impact of Regulation and MiFID on Market for Research Report

Target Release: January

January 2023

Global ESG Disclosure Standards for Investment Products Examination Procedures

Target Release: January

January 2023

Equity Risk Premium Colloquium 20th Anniversary Written Summary

Target Release: January

January 2023

Guidance for Integrating ESG Information into Equity Analysis and Research Reports

In Market

January 2023

Global Survey on Inducements

Target release: January

February 2023

February 2023

Handbook on AI and Big Data Applications in Investments

Target Release: February

14 February 2023

Investment Foundations Certificate Relaunch

Target Release: 14 February

Add to Calendar

March 2023

March 2023

GIPS Standards Policies and Procedures Manual Template

Target Release: March

01 March 2023

GIPS Standards Detailed Verification Procedures

Target Release: March

March 2023

GIPS Standards Benchmark Guidance Statement for Asset Owners

Target Release: March

May 2023

May 2023

Updated Code of Ethics and Standards of Professional Conduct

Target Release: May

  • About ConnexionsAbout Connexions
  • CFA Institute websiteCFA Institute website
  • Society Relations contactsSociety Relations contacts
  • Contact Us
  • Privacy Policy
  • Terms & Conditions
  • Cookies Policy

This site is for informational purposes only. Featured ads are only for use in certain markets.
These images may not be reproduced without specific permission from CFA Institute.
© 2020 CFA Institute. All Rights Reserved.

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.

Continue

This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute.

© 2023 CFA Institute. All Rights Reserved.