CFA Institute

Investment industry heavyweights CFA Institute, GSIA and PRI announce harmonized definitions for responsible investment approaches

Retrieved on: 
Wednesday, November 1, 2023
Professional practice of behavior analysis, CFA, Language, PRI, Investment, Organization, ESG, Confusion, Communication, CFA Institute, Security (finance), Asset management, Medical device, GSIA

The work to harmonize terminology also serves to deepen understanding of the nuances of responsible investment approaches.

Key Points: 
  • The work to harmonize terminology also serves to deepen understanding of the nuances of responsible investment approaches.
  • It counters confusion about what different responsible investment strategies seek to achieve by clearly differentiating the objectives of approaches, such as ESG integration and impact investing.
  • The harmonized terminology contained in the joint resource responds to shifts that have taken place in the responsible investment landscape.
  • These updated definitions reflect the reality that responsible investment approaches can be applied to a wide range of investment styles and asset classes, spanning both public and private markets.

CFA Institute Reports Results for CFA Program Level III Testing in August

Retrieved on: 
Wednesday, October 25, 2023
Knowledge, Wealth, Level 3, CFA Institute, Level, Portfolio management, News, Calibration, Learning, City, Ecosystem, Market, CFA, Nursing

"Congratulations to all CFA Program candidates receiving news today of their Level III exam success.

Key Points: 
  • "Congratulations to all CFA Program candidates receiving news today of their Level III exam success.
  • Successful Level III candidates may now be eligible to convert their exam success to become holders of the CFA charter.
  • Beginning May 2024, candidates registering for their Level III CFA Program exam will be able to select from three specialist pathways: Portfolio Management (the traditional version of CFA Level III), Private Markets, and Private Wealth.
  • For more about the introduction of specialist pathways for CFA Program Level III candidates from the May 2024 registration period onwards, and the full suite of enhancements to the CFA Program, visit CFA Program Evolution .

Mercer CFA Institute Global Pension Index 2023 sees Netherlands return to the top spot and highlights potential of AI to improve retirement outcomes

Retrieved on: 
Tuesday, October 17, 2023
Consulting, Professional Services, Finance, Pressure, Retirement, AI, CFA Institute, CFA, Artificial intelligence, Partnership, Quality of life, Pension fund, Medical device, Mercer

Mercer and CFA Institute have released the 15th annual Mercer CFA Institute Global Pension Index (MCGPI) .

Key Points: 
  • Mercer and CFA Institute have released the 15th annual Mercer CFA Institute Global Pension Index (MCGPI) .
  • The Netherlands’ retirement income system has regained the top spot on the list, with Iceland and Denmark taking second and third places respectively.
  • “Inflation and rising interest rates have created a new market dynamic that poses significant challenges to pension plans.
  • These are just a few of the increasingly complex challenges that pension funds face that impact retirees in significant ways.

Palisades Group announces compliance with Global Investment Performance Standards (GIPS®)

Retrieved on: 
Friday, October 6, 2023
CFA Institute, Ethics, GIPS, CFA, CPA, Audit, Palisade

The GIPS Standards, globally recognized as the standard for industry best practice for investment performance reporting and presentation, represents a set of standardized ethical guidelines that aim to provide transparency and comparability in investment performance reporting.

Key Points: 
  • The GIPS Standards, globally recognized as the standard for industry best practice for investment performance reporting and presentation, represents a set of standardized ethical guidelines that aim to provide transparency and comparability in investment performance reporting.
  • After months of preparation, Palisades has attained verification of compliance with GIPS Standards.
  • "We're proud to have undertaken the rigorous process required to verify Palisades' compliance with the GIPS standards," said Chris Dunn, CPA, Chief Accounting Officer of Palisades.
  • "Achieving compliance with the GIPS standards reflects our commitment to industry leadership, integrity, and transparency in reporting our investment performance to clients," said Fraser Armstrong-Watters, CFA, Chief Financial Officer of Palisades.

Mesirow's Leo Harmon Recognized as One of Crain's 2023 Notable Leaders in DEI

Retrieved on: 
Tuesday, October 3, 2023
Bachelor of Science, Duke University, Bradley University, Portfolio manager, Big Shoulders Fund, Fuqua School, Senior, Education, Financial services, MEM, Workplace, Curriculum, Crain's Chicago Business, Business, CFA Institute, Equity, Business administration, Economic Club of New York, Trustee, Council, Inclusion, DEI, Growth, National Association, Master of Business Administration, Worshipful Company of Security Professionals, Market capitalization, Leo, Chair, Management, Science, Mesirow

"Leo exemplifies our firm's commitment to serving clients through differentiated financial products, acting as a force for social good and furthering our commitment to Diversity, Equity and Inclusion.

Key Points: 
  • "Leo exemplifies our firm's commitment to serving clients through differentiated financial products, acting as a force for social good and furthering our commitment to Diversity, Equity and Inclusion.
  • Leo is also the immediate past Chair and current head of the nominating committee for the Mesirow DEI Council.
  • As the inaugural Chairperson, Leo drove the strategic direction of the Council and developed a more deliberate and disciplined methodology.
  • Leo has served as Chairman on the External Investment Committee for the Office of the Illinois State Treasurer.

Palistar Capital Announces Its Adoption of the CFA Institute Diversity, Equity and Inclusion Code

Retrieved on: 
Wednesday, September 20, 2023
CFA, ASIP, Truth, Organization, Acquisition, Work, CFA Institute, Diversity, DEI, Empowerment, Creative industries, Equity

NEW YORK, Sept. 20, 2023 /PRNewswire/ -- Palistar Capital LP ("Palistar"), an alternative asset manager focused on mission-critical communications and digital infrastructure, announced today that it has adopted the voluntary CFA Institute Diversity, Equity and Inclusion Code for Investment Professionals in the United States and Canada ("DEI Code").

Key Points: 
  • NEW YORK, Sept. 20, 2023 /PRNewswire/ -- Palistar Capital LP ("Palistar"), an alternative asset manager focused on mission-critical communications and digital infrastructure, announced today that it has adopted the voluntary CFA Institute Diversity, Equity and Inclusion Code for Investment Professionals in the United States and Canada ("DEI Code").
  • "We are proud to sign onto the CFA Institute DEI Code and commit to the empowerment of diverse perspectives within our organization."
  • I'm delighted to welcome Palistar Capital to the growing number of organizations committed to the principles of the DEI Code."
  • To view the Diversity, Equity, and Inclusion Code for the Investment Profession (United States and Canada) and accompanying materials, please visit: cfainstitute.org/deicode .

Hamilton Lane Announces CEO Succession, Further Leadership Evolution

Retrieved on: 
Tuesday, September 12, 2023
University of Virginia Center for Politics, University of Virginia Darden School of Business, Mergers and acquisitions, Science, University, CFA, Doctor of Philosophy, Stanford University, Servicio de Publicaciones (Universidad Complutense de Madrid), Conshohocken, Pennsylvania, Statistics, Research, Institute for Mergers, Acquisitions and Alliances, CFA Institute, Politics, Naval War College Foundation, PFM, Brown Brothers Harriman & Co., Complutense University of Madrid, Chartered Financial Analyst, University of Essex, Public Financial Management Group, Sociology, Management, Pachyodes novata

They succeed Mario Giannini, who, after 22 years as Hamilton Lane's CEO, will join Hartley Rogers as Executive Co-Chairman.

Key Points: 
  • They succeed Mario Giannini, who, after 22 years as Hamilton Lane's CEO, will join Hartley Rogers as Executive Co-Chairman.
  • "I'm very proud of all that we've accomplished at Hamilton Lane over the past 20 years.
  • Prior to joining Hamilton Lane, Erik was a corporate investment banker in the Mergers & Acquisitions department of Brown Brothers Harriman & Co.
  • Prior to joining Hamilton Lane, Delgado-Moreira was an Investment Manager at Baring Private Equity Partners Ltd. in London, focused on mid-market private equity in Europe.

CFA Institute Launches Global Research and Policy Center

Retrieved on: 
Wednesday, September 6, 2023
Sustainable finance, CFA Institute Research Challenge, CFA, Investment Industry Regulatory Organization of Canada, Policy, Research, CFA Institute, Future, Organization, Sustainability, Digital transformation, Comment, Ethics, Bias, Online shopping

NEW YORK, Sept. 6, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces the launch of its new Research and Policy Center to engage and convene thought leaders, policymakers, decision-makers, and a community of subject-matter experts on the most impactful themes facing the investment industry.

Key Points: 
  • NEW YORK, Sept. 6, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces the launch of its new Research and Policy Center to engage and convene thought leaders, policymakers, decision-makers, and a community of subject-matter experts on the most impactful themes facing the investment industry.
  • The Research and Policy Center is firmly anchored to the CFA Institute tenets of intellectual independence, impartiality, and technical rigor, and will drive engagement by transforming research insights into actions organized around four themes: Capital Markets, Technology, the Future of the Industry, and Sustainability.
  • Paul Andrews, Managing Director for Research, Advocacy, and Standards at CFA Institute comments:
    "The marketplace of ideas is all too often characterized by research or policy positions without practical value or skewed by bias or partiality.
  • The CFA Institute Research and Policy Center offers a non-partisan forum for industry leaders, regulators, and subject-matter experts to address unprecedented and often systemic challenges and opportunities that are facing the investment industry.

Evan Williams, CFA, CAIA, Joins Callan's Consulting Team in Portland, OR

Retrieved on: 
Tuesday, September 5, 2023
BS, University, CFA, Culture, Chartered Alternative Investment Analyst, Chartered, MBA, Research, Hospital, SAN, CFA Institute, CAIA, Management

SAN FRANCISCO, Sept. 5, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Evan Williams, CFA, CAIA, joined the firm's Portland, OR consulting team as a vice president and investment consultant.

Key Points: 
  • SAN FRANCISCO, Sept. 5, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Evan Williams, CFA, CAIA, joined the firm's Portland, OR consulting team as a vice president and investment consultant.
  • Mr. Williams brings nearly a decade of industry and investment consulting expertise, working with a multitude of institutional clients that include defined benefit plans, hospitals, endowments, and foundations.
  • He reports to Greg DeForrest , executive vice president and head of Callan's Fund Sponsor Consulting group and the West Coast consulting team.
  • "We're excited for Evan to join the Callan team in Portland," said Mr. DeForrest.

Finance emerges as the Top Choice for Gen Z, with 56,000 open jobs in the US, creating new challenges in finance recruitment

Retrieved on: 
Wednesday, August 30, 2023
Empowerment, Acquisition, Gen, Research, CFA Institute, Generation Z, Management

According to research by Glider AI, over 56,000 jobs remain open to fill in the US across the top US banks.

Key Points: 
  • According to research by Glider AI, over 56,000 jobs remain open to fill in the US across the top US banks.
  • With Gen Z flocking to finance for jobs, finance recruitment experts must now address new hiring challenges, from candidate fraud to skills validation.
  • According to the CFA Institute's latest research, the finance industry soared from its fifth-place position in 2021 to the coveted top spot in 2023.
  • Despite the demand for highly skilled talent, the finance industry lacks adequate learning and development programs for the most sought-after skills.