Based on your visit today, how would you rate your overall Connexions experience?
BUILDING SOCIETY EXCELLENCE
Advocacy
NEW
The #EthicsinPractice case study this week is about Hiring Investment Personnel. Analysis is now posted. Did you solve the case? Hint: Review Standard IV (C): Responsibilities of Supervisors.
"Any investment process should have as its foundation a holistic, in-depth, and detailed analysis of the client’s liabilities and objectives. What will they owe and what do they want to accomplish?" — Giuseppe Ballocchi, CFA
Want to know more about the 2020 GIPS standards for asset managers? This adopting release gives a great overview. Much of the changes were based on industry feedback.
What's ahead for the #FutureofFinance? Change, and it's happening fast! That's why we created the #Investment Professional of the Future report. It's a resource to help members, like you, navigate what's to come. Explore it now: https://cfa.is/2XNHh1e
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.
This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute. © 2019 CFA Institute. All Rights Reserved.