NEW RESEARCH: 3D Investing: Jointly Optimizing Return, Risk, and Sustainability in Financial Analysts Journal. Authors David Blitz, Mike Chen, Clint Howard, and Harald Lohre introduce mean–variance-sustainability optimization and demonstrate its efficacy empirically. Read the article: https://lnkd.in/e2YmHfrX CFA Institute, Luis Garcia-Feijoo, Ph.D., CFA, William N. Goetzmann, Allison Adams
CFA Institute
Financial Services
Charlottesville, VA 742,159 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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Do you know your "Dry Powder" from your "Clawback"? Learning the complex terminology of Private Equity is one of the biggest challenges for those starting in the industry, which is why learning the jargon is one of the key lessons included in our Private Equity certificate. Ready to test your skills? enroll today at https://cfainst.is/pecvid
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NEW Blogs from #EnterprisingInvestor: 📌 How Private Capital Markets Are Disrupting Traditional Finance and Economic Indicators? Banks and other traditional capital providers are no longer the primary source of capital for the economy. This shift has increased the diversity of capital providers but also has fragmented the capital markets, Josh Myers, CFA, demonstrates. 📌 Market Efficiency vs. Behavioral Finance: Which Strategy Delivers Better Returns? Team Efficient Markets vs. Team Behavioral Finance. It's the academic equivalent of Lakers vs. Celtics. Scott Lanigan, CFA, CAIA, FRM, makes his Enterprising Investor debut with a post that highlights the competing philosophies championed by Eugene Fama and Richard Thaler. https://lnkd.in/e9P4rWX7
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Are you as mesmerized by this chart as we are? Thank you James Eagle for this fantastic video showing the pass rates of our exams since 1964! Did you find your year? Share it in the comments below 👇
Founder of Eeagli | Data visualisation, Keynote speaker, Investment Writer, Content Expert, Equities, Fixed Income, Economics
Are you a CFA charterholder or a candidate? If so, I want you to know that I have immense respect for you. I understand how challenging it is and the sacrifices you’ve made. Take a look at this data visualisation by the CFA Institute – there are more candidates than ever taking these rigorous exams. Why do I think this is important? I believe that even if you don’t complete the entire series of exams, the result will be that our industry will have more ethically minded, experienced and knowledgeable investment professionals. If you manage to pass all three exams, the knowledge you bring to the industry is immense. Do you agree? If you do please help share this great #datavisualisation with other charterholders or potential candidates. Music: Drive by Neon One, Epidemic Sounds #CFAInstitute, #CFAExam, #CFAProgram
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🚀 Ready to elevate your finance game? Don’t miss our free “Live Learning” webinar series for the Investment Foundations® Certificate! 🌟 Dive into seven dynamic sessions led by top industry experts. Master finance fundamentals, explore fintech innovations, and uncover key investment strategies. Perfect for students and professionals alike—boost your knowledge and stay ahead in your career! 📅 Secure your spot at https://cfainst.is/3SXbYvJ and start your journey to finance mastery! If the timing doesn’t work for you, select "Recording Only" to watch at your convenience.
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The Climate Risk, Valuation, and Investing Certificate will help you develop the skills you need to integrate climate-related investing principles into the investment process. To make it easier for you, we now offer the flexibility of two learning pathways; you can either embrace the freedom of the self-paced version, or join a supportive cohort starting its journey on September 9th. Discover more at https://cfainst.is/3MlokKk
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The US Federal Reserve and other leading central banks are progressively aligning with climate change by incorporating climate risks into their economic policies and assessments. Adam Sandback CFA FRM CPA CMA, argues that this marks an evolution toward a greener form of capitalism in the global capital markets. Here are some key takeaways from his #EnterprisingInvestor blog post: • There is a significant gap between the creation and execution of climate strategies, especially in countries like the United States, which struggles to meet its 2030 CO2 reduction targets. • The European Central Bank (ECB) leads with its "Green Quantitative Easing" approach, while the Fed is slower to implement similar strategies due to political and industrial influences. • Economic theories matter. While Neoclassicism sees climate investments as potential inflation drivers, Modern Monetary Theory (MMT) advocates for government-backed green investments. • Global banks, especially Global Systemically Important Banks (G-SIBs), are committing to sustainable financing, underscoring the need for coordinated efforts to achieve a net-zero economy by 2050.
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The best part about becoming a CFA Institute charterholder? It's not only the three letters you get to add to your name and the community you become part of, but the invaluable perks you get with your membership. As a longstanding member and pillar of the community, our CEO Margaret Franklin, CFA, knows a thing or two about what these benefits can do for you and your professional journey, so who better to ask what being a CFA Institute member means?
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On 10 September, our senior head of research, Rhodri Preece, CFA will be discussing the future state of the investment industry with Pete Healey, CEO from eFinancialCareers. Join us to learn more about the profound trends and the impact they have on digital transformation with a focus on generative AI, the importance of sustainable finance when looking at climate change and net-zero pathways, and the impact of employer demand for talent. 🔗 Register here: APAC: https://cfainst.is/4g3mMSG EMEA: https://cfainst.is/3WZY8Kk AMER: https://cfainst.is/4cPDgeI
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