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BUILDING SOCIETY EXCELLENCE
Member Value
The 12th Annual Mercer CFA Institute Global Pension Index Report benchmarks each of 39 retirement income systems using more than 50 indicators and covers almost two-thirds of the world's population. Download social media assets to promote the report and webinar to your members.
Toolkit
See the latest insights on investment management practice, thought leadership, and independent research on current issues in this brochure promoting recently released content from the Financial Analysts Journal®, CFA Institute Research Foundation, Future of Finance, and Enterprising Investor.
PDF
To support your local society, we have produced some social media assets and reference materials based on topics derived from 2021 Refresher Readings that offer guidance for producing virtual events and podcasts.
Link
We adopted a new Career Tools platform to help you deliver more value for your members. To help you promote the new platform, we have developed web and email banners that you can customize with your society's logo, along with CFA Institute branded social tiles. Log in to Society Center to download the assets.
Link (log-in required)
This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. The author encourages as "healthy dose of skepticism" and encourages action on the part of the industry and academic community.
The CFA Institute Research Foundation is providing CFA Institute members complimentary access to the Stocks, Bonds, Bills, and Inflation (SBBI) monthly dataset.
The data will be updated on a monthly basis, and members can sign up to receive email notifications when the dataset has been refreshed.
Access the data
The latest report on investor trust from the Future of Finance surveys 15 global markets and focuses on three themes affecting investor trust today: information, innovation, and influence. The outputs include a full report, executive summary, infographics for each market, plus promotional videos and social tiles.
Refer to this factsheet about the Pension Trustee Education Program that includes resources your society can use to engage pension plan trustees in their local markets.
The University Relations Handbook brings you an overview of the University Affiliation Program and highlights its offerings, including scholarships, ethics education, research publications, career support, and more.
Fueled by data collected from the 2019 CFA Institute Compensation Study, in early October, CFA Institute is delivering access to the results through an interactive dashboard and executive report to our members.
APAC CareerCast by CFA Institute delivers career-focused insights direct from employers who discuss the employment outlook for their industry and function, the competencies they look for and advice on career development.
Professional Conduct Program Fact Sheet (includes guidance on how to respond to media inquiries).
The society toolkit includes:
PowerPoint holding slide; Animated and static web banners; Email banners and email template; Poster; Pull-up banner; Social media images for Facebook, LinkedIn, Twitter, and Instagram and sample copy; Hero image for society website; Guide on how to use the toolkit.
Resources to utilize and promote the Investment Professional of the Future report, including a dedicated microsite, digital marketing assets and event materials.
A directory of 269 speakers who have expressed an interest in society speaking engagements.
A printable copy of the CFA Institute Code of Ethics that can be used a visual reminder of a CFA® charterholders commitment to uphold the highest standards of ethics and professionalism. (A4 and US letter)
The CFA Institute Ethics Learning Lab provides access to the Ethical Decision-Making course, the Giving Voice to Values program, and other ethics education resources.
Resources to support your local member outreach campaign for Refresher Readings and CFA® Program curriculum updates. Includes suggested email copy, website copy and display banner.
Share pre-curated content in one-click.
Leading practitioner journal in the investment management community.
Thought leadership to help shape a more trustworthy, forward-thinking investment profession.
Independent, high-quality research that helps investment professionals fulfill their duties with prudence, loyalty, and care.
This blog, for investment professionals by investment professionals, features thoughtful analysis of current issues in finance and investing.
The Women in Investment Management initiative is focused on improving investor outcomes by encouraging diversity in the investment management profession globally.
A toolkit to support how new charterholders are welcomed to your society.
PDF (log-in required)
A toolkit to support the global member renewal campaign, including key dates, target segments, society assets and suggested messaging.
The CFA Institute Career Center provides exclusive access to CFA® charterholders, CFA Institute members, and CFA Program candidates, with employers seeking top talent in the industry.
The Professional Conduct Program administers the disciplinary process for CFA Institute.
A set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.
Giving Voice to Values (GVV) is an innovative approach to values-driven leadership development pioneered by Dr. Mary C. Gentile.
The Global Passport Program allows members of participating CFA Societies to attend other societies' events at the local member price.
Get access to ethics training and trainers by region who can deliver content from CFA Institute.
The latest CFA® Program curriculum updates and Refresher Readings to help CFA charterholders revisit or relearn certain concepts.
An interactive platform, focused on the APAC region, for participants to share expertise and insight, learn about subjects of interest, and engage others.
Search our global community of investment professionals.
Upcoming CFA Institute conferences, webinars, seminars and more.
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