Day 2 was filled with enriching sessions at the 28th Annual GIPS® Standards Conference! Our esteemed speakers shared valuable insights to drive industry best practices forward. Wish you were there? Swipe right for our favorite quotes of the day
CFA Institute
Financial Services
Charlottesville, VA 748,060 followers
The global organisation delivering excellence, ethics and education in the investment industry. #CFAInstitute
About us
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders. Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners. Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change. As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe.
- 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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🚀 Discover the Future of Finance! 🚀 Kick off the season with our first free Investment Foundations® Certificate “Live Learning” session! Join Azmi Özünlü, CFA, on Tuesday 24th of September as he explores fintech and financial planning, diving into industry innovations and regulatory insights. Perfect for students and professionals looking to enhance their finance skills and advance their careers. 📅 Session 1: Revolutionizing Finance: Exploring Fintech and Financial Planning 🔗 Register Now at https://cfainst.is/3SXbYvJ Don’t miss out—secure your spot today and start your journey to finance excellence! #CFAInstituteEvents #FinanceWebinars #college #2025schoolyear #collegestudent #ProfessionalDevelopment #internships #Finance #Fintech
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🌟 28th Annual GIPS® Standards Conference: Started with a Day of Insightful Learnings! Highlights included in-depth discussions on the SEC Marketing Rule and the need for standardization when calculating private fund performance. Our speakers delivered valuable insights to help advance industry best practices. Here’s a glimpse of what’s on the agenda for Day 2: 🗓️Marketing Materials Review Dos and Don’ts 🗓️Deep Dive into Performance Calculation Issues 🗓️Current State of SEC Examinations 🗓️Attribution Reporting Practices For those unable to join us in person, we have great news, you can access all the sessions when you purchase the digital content package, available from 3 October until 31 January. Don't miss out on the opportunity! Sign up now at https://cfainst.is/44Ap86g #CFAInstituteEvents
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We're thrilled to announce that on 17 September, the Australia edition of the CFA Institute's voluntary Diversity, Equity, and Inclusion (DEI) Code for the Investment Profession was launched in collaboration with CFA Society Australia. This initiative is open to all investment organizations in Australia, regardless of size, that are committed to driving positive change by prioritizing DEI. Building on the success of the DEI Code in the United States, Canada, the UK, and the Netherlands, the Australia DEI Code reflects local insights and challenges. Since its initial launch in February 2022, the DEI Code has been embraced by almost 200 investment organizations, collectively representing almost 30% of global assets under management. We’re excited to see the positive impact this Code will bring to the Australian investment community. 👏
🚀 Today, we launched the Australian edition of the DEI Code for the Investment profession. The Australian DEI Code and Implementation Guidance were specifically tailored for our region with input from the Working Group, including leading employers in the investment industry. The DEI Code is available to investment organisations in Australia of any size ready to accelerate change by fostering a commitment to diversity, equity, and inclusion. The DEI Code is not just about words, but actions, to help organisations lead #DEI with accountability and impact. Learn more and join us in shaping a more inclusive future. https://lnkd.in/gbe59BRe #DEICode #Diversity #Equity #Inclusion #Investment Lisa Carroll, Michaela Francis, Jenny Liakopoulos, Emma Phillips, Michelle Granbery, Kylie Bierman, Stephanie Bonanno, Amelia Kurien, Brenda Ho, Brent Anderson, Mona Basso, Sandi Orleow, CFA GAICD, Johanna Neilsen GAICD, Sarah Maynard,
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By minimizing exposure to severe market downturns, investors can achieve higher risk-adjusted returns, preserve capital, and avoid the psychological toll of significant losses. Sebastian Petric, CFA, presents a methodology that identifies equity drawdowns using advanced spatial modeling, a significant advancement in financial risk management. #EnterprisingInvestor
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How AIA incorporates #climateaction and net-zero commitments across its organisation and why the CFA Institute Certificate in ESG Investing plays a part in its climate transition plan. 🌱 AIA incorporates climate action and net-zero commitments by engaging in several key practices, including asset ownership, sustainability lens, etc. 🌱 AIA demonstrates a strong commitment to sustainability and transparency, evidenced by its dedication to enhancing investment professionals' expertise through the CFA Institute Certificate in ESG Investing. 🌱 CFA Institute Certificate in ESG Investing plays a crucial role in AIA's climate transition plan by upskilling team members and ensuring that climate action is integrated into the company's investment strategies. For full case study: https://cfainst.is/3XLuf1Z #ARXCFAInstitute
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Game changer. #PrivateEquity will soon be able to invest in #NFL franchises. Stephen Deane, CFA weighed in from our side. What do YOU think this means for the league?
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Rapid yen appreciation in the third quarter triggered a brief-but-disruptive volatility surge across major asset markets, demonstrating the fleeting nature of "liquidity-on-loan." A mirage of plentiful liquidity that comingles sticky money supply with transitory flows likely overstated the financial system’s resiliency and market depth, suggests Victor Xing in #EnterprisingInvestor.
Global Fungible Money Flows Heighten Volatility Risks
blogs.cfainstitute.org
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Missed the first session of the 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐒𝐞𝐫𝐢𝐞𝐬? Catch up on private debt dynamics at our next webinar on 19 September. Join us as Nick Atkinson, Partner and Head of Debt and Capital Advisory Asia Pacific at PwC, delves into the topic of private credit in the Asia Pacific region. A distinguished panel of industry experts—Cliff Ip, CFA, Kerrine Koh, CFA, Angela Lai, CFA, and Andrew Tan—will discuss key aspects such as risk-return valuation, credit strategies, and the evolving role of private credit in today’s financial markets. Secure your spot now: https://cfainst.is/3X4rdFI Can’t attend live? Select the “Recording Only” option at the top of the page to receive access to the recorded webinar and watch at your convenience.