CFA Institute

CFA Institute Celebrates 60 Years of the CFA® Program

Retrieved on: 
Thursday, June 15, 2023
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NEW YORK, June 15, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, today marks the 60th anniversary of the CFA Program, the leading credential for the investment profession globally.

Key Points: 
  • NEW YORK, June 15, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, today marks the 60th anniversary of the CFA Program, the leading credential for the investment profession globally.
  • Over six decades the CFA Program curriculum has introduced a range of market innovations, including:
    Recently, CFA Institute announced the most significant updates to the CFA Program since its 1963 launch.
  • For more about the CFA Program, visit: CFA Program Evolution .
  • For more about CFA Institute and its global community of investment professionals, visit CFA Institute Members or get in touch at: [email protected] .

Finance Takes Top Spot from Education in CFA Institute Global Graduates' Career Survey

Retrieved on: 
Wednesday, June 14, 2023
Learning, CFA, Education, Research, Medicine, Certification, Student, Humanities, COVID-19, CFA Institute, STEM, Knowledge, Ageing, Franklin, Management, Nursing

NEW YORK, June 13, 2023 /PRNewswire/ -- The 2023 Global Graduate Outlook Survey released today by CFA Institute, the global association of investment professionals, found that a quarter of the 10,000 respondents consider finance to offer the best career prospects, a nine percentage point increase. Since the previous CFA Institute survey in 2021 finance has risen from fifth place, replacing education, which had previously ranked as the number one industry.

Key Points: 
  • Since the previous CFA Institute survey in 2021 finance has risen from fifth place, replacing education, which had previously ranked as the number one industry.
  • Three quarters (75%) say they are confident in their future career prospects, a significant increase from 2021 (58%), when the Covid-19 pandemic clearly impacted career thinking.
  • The Global Graduate Outlook Survey uncovered the extent to which graduates have had to rethink their careers following the pandemic.
  • The full results for the 2021 Global Graduate Outlook Survey can be found here .

Hillsdale Investment Management Inc. Announces Its Adoption of the CFA Institute Diversity, Equity, and Inclusion Code

Retrieved on: 
Wednesday, May 31, 2023
CFA, Code, CFA Institute, Workplace, Policy, Woman, Organization, Diversity, Inclusion, DEI, Creative industries

TORONTO, May 31, 2023 (GLOBE NEWSWIRE) -- Hillsdale Investment Management Inc. is proud to announce that it has adopted the CFA Institute's Diversity, Equity, and Inclusion Code for Investment Professionals.

Key Points: 
  • TORONTO, May 31, 2023 (GLOBE NEWSWIRE) -- Hillsdale Investment Management Inc. is proud to announce that it has adopted the CFA Institute's Diversity, Equity, and Inclusion Code for Investment Professionals.
  • Hillsdale Investment Management Inc. is committed to adopting the CFA Institute Diversity, Equity, and Inclusion Code.
  • At Hillsdale Investment Management Inc., we believe that a more diverse and inclusive workplace leads to increased innovation and improved decision-making.
  • As such, we are thrilled to become a signatory to the CFA Institute DEI Code.

Tony Lissuzzo Joins Callan's Chicago Consulting Team

Retrieved on: 
Tuesday, May 30, 2023
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SAN FRANCISCO, May 30, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Tony Lissuzzo joined the firm's Chicago consulting team as a senior vice president and investment consultant.

Key Points: 
  • SAN FRANCISCO, May 30, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Tony Lissuzzo joined the firm's Chicago consulting team as a senior vice president and investment consultant.
  • Mr. Lissuzzo brings over two decades of industry and investment consulting expertise, working with a wide range of institutional clients that include defined benefit plans, endowments, and foundations.
  • He reports to Ann O'Bradovich , senior vice president and manager of the Chicago consulting office.
  • "We are excited for Tony to join the Callan team in Chicago," said Ms. O'Bradovich.

Teton Advisors Marc Gabelli, Chairman, and Stephen Bondi, CEO, Announce a Webinar to Present the “Teton One Earth” Program

Retrieved on: 
Saturday, May 27, 2023
Personal Finance, Sustainability, Environment, Finance, Environmental, Social and Governance (ESG), Asset Management, Small Business, Professional Services, Marketing, Risk management, Lead, Research, CFA Institute, Sale, Social Security Government Pension Offset, Outline, Chartered Financial Analyst, ESG, United, Social, Responsibility, Proxy, Financial adviser, Security (finance)

Teton Advisors, Inc. (“Teton”) (OTCQX: TETAA) will hold a webinar June 7th to discuss the “Teton One Earth” policy initiative.

Key Points: 
  • Teton Advisors, Inc. (“Teton”) (OTCQX: TETAA) will hold a webinar June 7th to discuss the “Teton One Earth” policy initiative.
  • Our approach is dynamic, global, and multi-faceted, and integrates into the investment process along the pillars of risk management, portfolio communication, proxy, and sustainability.
  • We are looking forward to strengthening the Teton offerings utilizing the One Earth policy with Anand as a lead,” said Stephen Bondi.
  • The Teton One Earth policy initiative integrates the principles of Sustainability, Environmental, Social and Governance (“ESG”) into its investment process.

FINRA Foundation-CFA Institute Research Focuses on Gen Z Investors

Retrieved on: 
Wednesday, May 24, 2023
Personal Finance, Education, Professional Services, Training, Millennials, Cryptocurrency, Generation Z, Generation X, Consumer, Other Education, Finance, Crypto, Gen, Habit, CFA, Social media, Investment, CFA Institute, United Kingdom, United, Research, FOMO, Family, Financial adviser, Renewable energy

FINRA Investor Education Foundation (FINRA Foundation) and CFA Institute have released a new report, Gen Z and Investing: Social Media, Crypto, FOMO, and Family .

Key Points: 
  • FINRA Investor Education Foundation (FINRA Foundation) and CFA Institute have released a new report, Gen Z and Investing: Social Media, Crypto, FOMO, and Family .
  • The report also profiles Gen Z investors in Canada, the United Kingdom and China and compares them with their counterparts in the United States.
  • “The Gen Z population is diverse and digitally savvy.
  • Gen Z investors in the United States are risk-takers: Almost half (46 percent) are willing to take substantial or above-average financial risks.

New research shows Gen Z are immersing themselves in the world of investing

Retrieved on: 
Wednesday, May 24, 2023
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Four in five (82%) Gen Z investors surveyed in the U.S say they began investing before they turned 21, as did 79% of Canadian, 81% of UK and 63% of Chinese Gen Z investors.

Key Points: 
  • Four in five (82%) Gen Z investors surveyed in the U.S say they began investing before they turned 21, as did 79% of Canadian, 81% of UK and 63% of Chinese Gen Z investors.
  • Crypto is a popular investment choice among Gen Z investors: More than two in five (44%) U.S. Gen Z investors first started out investing with crypto, compared to 35% of U.S. Millennial investors and 23% of U.S. Gen X investors.
  • A large number of Gen Z investors started investing before they turned 21: More than four in five (82%) U.S. Gen Z investors began investing before they were 21, as did 79% of Canadian and 81% of UK Gen Z investors.
  • Most Gen Z investors rely on social media to learn about investing: Almost half of U.S. Gen Z investors (48%) use social media to learn about investing.

Sound Income Strategies Announces Compliance with the Global Investment Performance Standards (GIPS®) from CFA Institute

Retrieved on: 
Wednesday, May 24, 2023
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FORT LAUDERDALE, Fla., May 24, 2023 /PRNewswire/ -- Sound Income Strategies LLC, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2 billion in assets under management, announced today that it claims compliance with the Global Investment Performance Standards (GIPS®) from CFA Institute.

Key Points: 
  • FORT LAUDERDALE, Fla., May 24, 2023 /PRNewswire/ -- Sound Income Strategies LLC, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2 billion in assets under management, announced today that it claims compliance with the Global Investment Performance Standards (GIPS®) from CFA Institute.
  • "Investors have many wealth management choices and a claim of GIPS compliance will help them understand why Sound Income Strategies should be a top candidate."
  • The GIPS standards were introduced in 1999 by CFA Institute, a global association of investment professionals.
  • Rana Chander, Chief Operating Officer for Sound Income Strategies, added, "Aligning with GIPS standards provides Sound Income Strategies with consistent and globally accepted measures that reinforce our integrity in reporting performance results.

Columbia Graduate School of Business in Conjunction With Gabelli Funds Selects Charles D. Ellis

Retrieved on: 
Monday, May 22, 2023
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GREENWICH, Conn., May 22, 2023 (GLOBE NEWSWIRE) -- Gabelli Funds announces Charles D. Ellis as the 2023 recipient of the Graham & Dodd, Murray, Greenwald Prize for Value Investing.

Key Points: 
  • GREENWICH, Conn., May 22, 2023 (GLOBE NEWSWIRE) -- Gabelli Funds announces Charles D. Ellis as the 2023 recipient of the Graham & Dodd, Murray, Greenwald Prize for Value Investing.
  • He was presented with the Prize at the firm’s thirty-eighth client conference on Friday, May 19th in New York.
  • A graduate of Yale University and Harvard Business School, he has taught advanced investing courses at both institutions.
  • Known as the “Gabelli Prize”, the company funded the prize with $1 million and presents the award at its annual client meetings.

MDOTM LTD ADDS OPENAI'S CAPABILITIES TO IMPROVE EXPLAINABLE AI FOR ASSET MANAGERS

Retrieved on: 
Wednesday, May 17, 2023
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NEW YORK, May 17, 2023 /PRNewswire/ -- MDOTM Ltd, the global provider of AI-driven investment solutions for financial institutions, announces new ChatGPT-powered features in Sphere, its investment platform for institutional investors.

Key Points: 
  • These new features will improve the suite of AI tools available to understand each portfolio's unique risk-return profile, positioning and exposure to risk factors.
  • According to data from the CFA Institute, explainable AI is a top priority among Asset and Wealth Management companies, with over 80% of surveyed investment professionals looking to integrate AI by 2023.
  • Sphere is a no-code platform that leverages MDOTM Ltd's proprietary AI to provide unbiased investment inputs and manage portfolios at scale.
  • Tommaso Migliore, CEO & Co-Founder of MDOTM Ltd, commented:
    "Combining OpenAI ChatGPT's capabilities with our AI platform Sphere is a key step forward to provide portfolio and investment managers with the most sophisticated investment decision-making solution.