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CFA INSTITUTE
Financial planning
Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term. ...
Funds management
The CFA Institute has launched global standards for disclosing how investment products consider environmental, social and governance objectives, investment strategy and s...
Superannuation
One of the key problems for Australia’s superannuation system is the need for systemic change to reduce the gender pension gap, with a new Mercer study revealing what nee...
Funds management
Sustainability expertise is one of the most currently sought-after skills in core investment roles, according to CFA Institute....
People & Products
Mark Lazberger, former chief executive of Colonial First State Global Asset Management, has been elected chair of the CFA Institute board of governors....
Funds management
According to a survey of investment professionals, inflation pressure could last the next one to three years because of demand-focused accommodative monetary policy with ...
Funds management
CFA Institute has announced its exposure draft on global environmental, social and governance disclosure standards for investment products, aimed at promoting transparenc...
Financial planning
Investors have greater interest in environmental, social and governance but usage of actual products remains low at just 10% of retail investors....
People & Products
First Sentier Investors-owned Realindex Investments has appointed Dr Joanna Nash as senior quantitative portfolio manager. ...
Funds management
The CFA Institute has proposed environmental, social, and governance disclosure standards to allow investors to more comprehensively evaluate whether an investment produc...
Financial planning
A record number of candidates have registered for Level I, II, and III CFA exams on the program’s 55th anniversary, according to CFA Institute. ...
Funds management
CFA Institute has launched the Asia-Pacific Research Exchange, an open-access hub for and by finance professionals wanting investment research on the region....
Funds management
Investment professionals worldwide believed shifts in the geopolitical climate were the biggest negative impact on the industry, according to the CFA Institute....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...