CFA Institute的封面图片
CFA Institute

CFA Institute

金融服务

Charlottesville,VA 801,691 位关注者

Finance needs a new perspective.

关于我们

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. CFA? is a registered trademark of CFA Institute.

网站
https://www.cfainstitute.org/
所属行业
金融服务
规模
501-1,000 人
总部
Charlottesville,VA
类型
非营利机构
创立
1947
领域
Ethics和Education and Professional Excellence in the Investment Industry

地点

CFA Institute员工

动态

  • 查看CFA Institute的组织主页

    801,691 位关注者

    Can Net Worth Optimization (NWO) solve a 50-year conundrum in investment strategy? In his latest #EnterprisingInvestor blog, Thomas Idzorek, CFA, introduces Net Worth Optimization (NWO), a groundbreaking extension of modern portfolio theory's mean-variance optimization (MVO). This innovative model considers all of an investor's assets and liabilities, including human capital, to optimize their holistic economic balance sheet. NWO offers a more powerful, personalized framework for financial advisors and wealth managers to assess true risk capacity and tailor investment strategies accordingly. Learn more and read the full blog: https://cfainst.is/4hLOHpS Join Idzorek at?CFA Institute LIVE 2025?in Chicago this May, where he will discuss these highlights in detail.?

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    801,691 位关注者

    ?? The Green Talent Boom: Hiring Trends in Sustainable Investing ?? The demand for sustainable investing expertise is growing in APAC, and so is the need for top talent in this field. Join us to explore the latest hiring trends and opportunities contributing to the future of sustainable finance. The webinar will feature presentations from Gabriel Nam, David von Eiff, and Eng Joo Tan. Don’t miss it! Secure your spot today ?? https://cfainst.is/4iZRdut #SustainableInvesting #GreenFinance #CareerTrends

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    801,691 位关注者

    ?? Discover the Power of ETFs in Your Portfolio!?? ETFs offer unmatched flexibility across asset classes, making them essential tools for institutional investors and advisors. Join this webinar sponsored by Invesco US to explore:?? ?? ? Macroeconomic trends driving ETF adoption?? ? Innovations shaping the ETF industry?? ? Practical use cases for diversification and risk management?? ? Key factors for evaluating ETFs effectively?? ?? ?? Each webinar is worth 1 PL credit. CFA Institute members can self-report live or on-demand participation. Speakers Elisabeth Kashner, CFA Ryan McCormack Garrett Aird, CFA Brian Levitt

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    801,691 位关注者

    Last week on #EnterprisingInvestor, explored three timely and thought-provoking topics designed to help investment professionals stay informed and ahead of the curve. From rethinking retirement plan strategies to enhancing machine learning models and even revisiting the roots of Warren Buffett’s legendary approach, these reads offer fresh perspectives and practical takeaways for the evolving investment landscape. ?? Swipe through to learn more and read the full blogs here: https://cfainst.is/41sEqsK Ronald L. Moy, Ph.D., CFA, CFP, Brett Gardner, Marty Fridson, Tim McGlinn, CFA, CAIA, Dan Philps, CFA, PhD.

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    801,691 位关注者

    Check out our recent episodes of 'The Sustainability Story' podcast series. -Navigating Carbon Markets—Insights from COP29 and Beyond Deborah Kidd, CFA, and Roman Kramarchuk, Head of Climate Markets and Policy Analytics at S&P Global Commodity Insights, delves into the significance of Article 6 adoption at COP29 and its implications for the role of carbon markets in achieving net-zero goals. Roman shares insights from his extensive experience in public policy concerning emissions and environmental markets.? ???Listen now:?https://cfainst.is/4bKJSvF ? -The Future of Sustainable Finance Join Paul Moody, Managing Director at CFA Institute, as he talks to Dr. Ma Jun President of the Institute of Finance and Sustainability (IFS) and founder of CASI (Climate Action and Sustainability Initiative) about his journey from shaping global sustainable finance policies to launching CASI, a groundbreaking initiative aiming to educate 100,000 professionals in Emerging Markets and Developing Economies (EMDEs) by 2030.? ???Listen now:?https://cfainst.is/3R4WJiI ? -Guidance for Integrating Nature-Related Risks into Investment Strategies Nicole Gehrig, Director of Global Industry Standards at CFA Institute, talks to Mel Peh, CFA, an independent consultant for the United Nations Environment Program Finance Initiative (UNEP FI). They, discuss how nature-related risks, such as biodiversity loss and deforestation, can impact financial performance and the steps asset managers and owners can take to mitigate these risks.? ???Listen now: https://cfainst.is/4kJG0iO

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  • 查看CFA Institute的组织主页

    801,691 位关注者

    Are you ready to join the conversation? As Ignacio Ramirez Moreno, CFA, shares, if these topics matter to you, you need to be part of #CFAInstituteLIVE 2025. Register now and let’s discuss the issues shaping our industry this May:?https://cfainst.is/41qxf5p

    查看Ignacio Ramirez Moreno, CFA的档案
    Ignacio Ramirez Moreno, CFA Ignacio Ramirez Moreno, CFA是领英影响力人物

    Finance nerd ?? | Host of The Blunt Dollar Podcast???| Posts about financial markets ??

    The 4 biggest market shifts in 2025. ? ? AI is transforming investing. ? ESG is facing a massive reality check. ? Private markets are reshaping capital flows. ? Finance pros need more than just technical skills to stand out. ? These aren’t just trends. ? They’re the conversations shaping our industry right now. ? And if you want to dive deep into them, you NEED to be in Chicago from May 4-7 for CFA Live 2025. ? At the event, the discussion will focus on four topics: ? ?? Digital Disruption: Is AI enhancing decision-making or creating new risks? ?? The Future of the Finance Profession: Are coding and storytelling the must-have skills of tomorrow? ?? Challenges in Capital Markets: What’s really driving liquidity shifts and private market valuations? ?? Sustainability: Is ESG losing steam, or is it finally getting serious? ? Beyond the content, you’ll get to: ? ? Meet some of the sharpest minds in the finance industry. ? Expand your network with top professionals. ? Actually, have fun doing it. ? If these topics matter to you, Chicago is the place to be this May. ? Link to the event:?https://cfainst.is/4hjN0zX Will I see you there? And, in your view, what’s THE biggest finance topic of the year? Let me know in the comments below! ?? ? PS. If you made it this far, ?? share this with your network and ?? follow my profile!

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  • 查看CFA Institute的组织主页

    801,691 位关注者

    ??? That's a wrap on ???????????? ???????????? ????????! ?? Thank you for joining us for three days of inspiring and engaging sessions. Here's a recap of the valuable takeaways from today's speakers. If you missed any part of the event, you can still register to receive the recordings. ?? https://cfainst.is/409nhUk We look forward to staying connected and supporting your career journey. #GlobalCareerWeek Roberto Vazquez, CFA | William J. Reynolds, CFA | Claire Lampazzi, CFA | Korak Ghaffour, CFA | Eihorere Wesigye | Azmi ?zünlü | Stephanie Potter | Sonia Gandhi, CFA | Tatiana H. | Anne Fahlgren | Julia Susanne Orlich

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