Tag «CFA Institute»

CFA Institute to Recognize Putting Investors First Month in May

New York, 28 April 2014 CFA Institute, the global association of investment professionals that sets the standard for professional excellence, will recognize May as Putting Investors First Month. The global initiative aims to build awareness and unite financial professionals in a commitment to place investor interests above all others. Putting Investors First Month will feature a …

CFA Institute releases Middle East Market Sentiment Survey: Unveils Economic Outlook and Investment Opportunities in the MENA region

Improving market integrity, transparency, and education are the keys to ensuring long term sustainable growth for Jordan Amman, Jordan, 6 April 2014 CFA Institute, the global association of investment professionals, has launched the results of its annual Middle East Market Sentiment Survey at a press conference ahead of its Middle East Investment Conference (MEIC), to be held in …

CFA Institute Completes Move to New Charlottesville Facility

Move brings more than 400 employees to former Martha Jefferson Hospital campus Charlottesville, Virginia, 13 January 2014 CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials, has completed the move to its new Charlottesville Facility at the former location of Martha Jefferson Hospital, in downtown Charlottesville. The …

CFA Institute calls for greater transparency over costs, performance and risks of packaged retail investment products (PRIPs)

Standardised disclosures needed to aid investor understanding and choice London, United Kingdom, 2 October 2013 Amid low levels of trust in the financial industry and concerns over product mis-selling, a new CFA Institute report aims to improve transparency and investor protection by examining disclosures on costs, performance, and risks associated with packaged retail investment products …

State Street Global Advisors Adopts CFA Institute Asset Manager Code of Professional Conduct

New York, 19 September 2013 CFA Institute, the global association of investment professionals that sets the standard for professional excellence, has added State Street Global Advisors to the growing roster of investment firms that claim compliance with its Asset Manager Code of Professional Conduct. State Street Global Advisors joins over 900 firms worldwide that claim compliance …

CFA Institute Appoints Dana Day as Director of Industry Relations (EMEA)

Dana Day has been appointed director of Industry Relations for the Europe, Middle East, and Africa region at CFA Institute, joining the organisation from Aviva Investors. In her role, Ms Day will lead the establishment of business partnerships for CFA Institute with financial and professional services firms such as asset managers, insurers, banks, accountancy and …

CFA Institute Launches Guide to Successful Careers in Asia-Pacific’s Finance Industry

Hong Kong, Hong Kong, 4 September 2013 CFA Institute, the global association of investment professionals, has released the new version of its popular career development tool to help students and young professionals launch successful careers in the Asia-Pacific finance and investment industry. The CFA Institute Asia-Pacific Career Guide (2014 edition) serves as a navigational tool …

CFA Institute Stresses Global Financial Industry Can Be an Extraordinary Force for Good at China Investment Conference

Experts and industry leaders discussed ways for shaping a forward-looking financial services industry Beijing, China,  August 2013 CFA Institute today hosts its inaugural China Investment Conference, in collaboration with CFA Society Beijing andCFA China, aiming to foster dialogue to reshape a trustworthy and forward-thinking financial industry. Paul Smith, CFA, managing director of Asia Pacific at CFA Institute, said, “We …