Watch our presentation from APAC Open Day and stay ahead in the ever-evolving world of finance and investment. Here are some of the things the speakers will address: 📝 The skills and learning needed for the Future of Work in the finance and investment industry? 📝 The opportunities and challenges for the finance industry in the future 📝 How can the CFA Program helps to prepare us in the world of Finance and Investment 📝 Will ESG become the key criteria for finance and investment decisions? 📝 The skills that a fresher should acquire to get into the investment management industry Tune in for more: https://cfainst.is/4eKZO2j #ARXCFAInstitute
CFA Institute
Financial Services
Charlottesville, VA 719,986 followers
Finance needs a new perspective.
About us
CFA Institute is a global community of more than 190,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.
- Website
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http://www.cfainstitute.org/
External link for CFA Institute
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Charlottesville, VA
- Type
- Nonprofit
- Founded
- 1947
- Specialties
- Ethics and Education and Professional Excellence in the Investment Industry
Locations
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Primary
915 East High Street
Charlottesville, VA 22902, US
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292 Madison Ave
New York, US
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23/F, Man Yee Building
68 Des Vouex Road
Central, Hong Kong, SAR, HK
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67 Lombard Street
7th Floor
London, EC3V 9LJ, GB
Employees at CFA Institute
Updates
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Commodities have historically benefited longer-term investors who are concerned with inflation, advise David Blanchett, PhD, CFA, CFP, and Jeremy Stempien. Their analysis suggests that investment professionals may need to take a more nuanced view of certain investments, especially real assets like commodities, when building portfolios. #EnterprisingInvestor
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🌎 Sustainability Story new episodes online! Listen to our expert guests and hosts in the latest episodes featuring intimate conversations with thought leaders in ESG investing and sustainability: 🍃Lindsey Stewart, CFA - Proxy Voting and Investor Engagement Practices: Nicole Gehrig is joined by Lindsey Stewart, CFA, from Morningstar Sustainalytics to explore stewardship themes. They discuss how institutional shareholders approach proxy voting and engagements focused on environmental and social issues, including say on climate votes, the influence of proxy advisors, and the impact of voluntary stewardship codes in Europe and the US. 🍃Nels Ylitalo - Global Sustainability Regulations: co-host Josina Kamerling talks with Nels Ylitalo from FactSet about his diverse background and the complexities of global financial regulations. The conversation covers the challenges investors face with diverse accounting standards and navigating buy-side regulatory requirements in a global financial landscape. Listen and join the conversation: https://cfainst.is/43JGtsA
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Find out how S&P Dow Jones Indices collaborated with Denmark’s labor market pension fund to address portfolio construction concerns about its #climate benchmark. Here are the points that are considered for the solution to correct the portfolio: 🌱 A science-based IPCC approach to portfolio decarbonization using Scope 1+2+3 carbon emissions data 🌱 Optimizer capabilities that would limit unwanted risks (including tracking error, active sector/industry deviation and stock concentration) 🌱 Bespoke ESG criteria provided by the client 🌱 Increased exposure to companies with revenues aligned to climate opportunities Download full report: https://cfainst.is/3VS9HT0 #ARXCFAInstitute *This report is provided by S&P Dow Jones Indices, visit here for more: https://cfainst.is/4cBkLuF
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Find out what investment professionals are really talking about at Asia-Pacific’s leading research hub this week. #ARXCFAInstitute 1️⃣ Non-rating Action Commentary: China Is Reshaping Its Public Debt Structure https://cfainst.is/3zlXbnl 2️⃣ APAC Open Day - Exploring the Path to Earning the CFA Charter: First-Hand Candidate Experience Sharing https://cfainst.is/4eD4t6k 3️⃣ Market Capitalization in Malaysia: What Does It Tell Us? https://cfainst.is/4cEaJZU More on CFA Institute Asia Pacific Research Exchange: https://cfainst.is/4cBkLuF
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Championing continuous learning, a legacy of ethics and a true passion for knowledge, Kshitiz Jain, CFA firmly sets the standard for what it means to be a finance professional today. While talking about his journey, he reflects on the impact the CFA Program had and how it has become a positive, transformative experience in his life. How are you setting the standard? Learn more: https://cfainst.is/3KJTWbE
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Explore our latest podcast episodes featuring in-depth discussions on alternative credit, the role of commodities in portfolio allocation, AI in finance, and Warren Buffett's approach. Join Mike Wallberg, CFA, MJ, and a lineup of experts for insightful conversations and valuable perspectives: 🎙️David Blanchett, CFA - The Role of Commodities in Portfolio Allocation: David Blanchett shares insights on investment horizons, serial correlation, and improving retirement portfolios. Highlights the impact of time and inflation on portfolio construction and advocates for including commodities. 🎙️ Alfonso Ricciardelli, CFA - Alternative Credit: Explore the niche world of alternative credit and learn about expanding access for retail investors and the motivations behind the paper "An Introduction to Alternative Credit." 🎙️ Chris Geczy, Ph.D. - Unpacking the Role of AI in Finance: Listen to Chris Geczy from UPenn's Wharton School as he discusses AI's evolution in finance since the 1960s and its impact on investment strategies today. 🎙️ Robert Hagstrom, CFA - Unpacking Warren Buffett's Approach: Discover insights from Robert Hagstrom, CFA, on Warren Buffett's investment strategies and the atmosphere of the Berkshire shareholders meeting. Stay informed and inspired with our Enterprising Investor podcast: https://cfainst.is/3TnlWWw
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What is market capitalisation, and how can it be applied to real-world #equityvaluations? Here are some of the questions this case study on the Malaysian stock market covers. ❓ Why is market capitalization important in investment valuation? ❓ How to use screening to classify stocks with different market capitalization within a stock exchange? ❓ How to apply market capitalization in common stock valuation? Download the report to find out more: https://cfainst.is/4cEaJZU #ARXCFAInstitute This report is submitted by Dr. Yoke Yue Kan, CFA. For more papers, please visit https://cfainst.is/4cBkLuF
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Vanguard's OCIO clients should be wary of the higher-fee active funds and #alternativeinvestments that are now open to them, urges Mark Higgins, CFA, CFP®. Trustees are often presented with “new opportunities” which are framed in a way that overstates the benefits, understates the risks, discounts the skills required to succeed, and all but ignores incrementally higher costs, he cautions. #EnterprisingInvestor
Vanguard’s Former OCIO Clients Must Stand Their Ground
blogs.cfainstitute.org
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Have you faced challenges while preparing for #CFAProgram exam, and does on-the-job experience benefit your studies? Watch our presentation featuring industry professionals who share their experiences and offer valuable advice to help boost your career. Below are some of the points this session will cover: 💡 The benefits of taking and completing CFA Program. 💡Time management between other commitments and preparing for the exam. 💡Would starting the CFA Program during university help? 💡Useful tips on where to start your preparation and succeed after enrolling to the exam. Tune in now and learn more: https://cfainst.is/4eD4t6k Ayesha Nasir, CFA Bogeum Choi Lee Chia Yih, CFA, FRM, CAIA, MBA, BCCP Muhammad Ghithrif Gustomo Putra, S.E, CSA®, CTA®. Wenxin Guo #ARXCFAInstitute