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Showing 1 - 10 of 112 results for "CFA Institute"

Superannuation system quality stagnates: Report

KARREN VERGARA  |  WEDNESDAY, 15 OCT 2025
The quality of Australia's retirement system continues to stagnate at the B+ level based on the annual Mercer CFA Institute Global Pension Index (MCGPI) over the last four years. The retirement system has not improved since 2021 when it moved from a ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... though, fell short. Distrust in digital is also an undercurrent of investors' hesitation. A 2022 survey by the CFA Institute found that 82% of retail investors in Australia are more likely to trust human advice than robo-led advice. This distrust ...

Prime Super bolsters investment team

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... worked at LGT Capital Partners in Zurich and Aqua-Spark in the Netherlands. He is a long-time consultant to the CFA Institute. His resume also features a stint in media where he hosted roundtables, crafted strategic investment communications for institutional ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... corner of the value chain to ultimately provide efficient, personalised services to members, new research from the CFA Institute found. The Pensions in the Age of Artificial Intelligence report canvassed investments and technology experts from the UK ...

Australia's retirement system slides down rankings

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... ranks globally, with experts saying it's the result of a lack of focus. According to the 16 th annual Mercer CFA Institute Global Pension Index report, Australia is now ranked sixth globally with an index value of 76.7 and a B+ grade, now sitting ...

CFA Society Australia launches

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
... member services which are tailored to each geography we serve," Clancy said. CFA president and chief executive of the CFA Institute Margaret Franklin said the new organisation will better serve CFA charterholders and the public interest. "CFA Society ...

CFA Level I pass rate drops further

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2024
Of the almost 29,000 candidates that sat the CFA Institute's latest Level I exam, just 35% passed. Some 28,953 candidates sat the Level I CFA Program across the globe in November 2023. Of these, 35% were successful and can now apply to sit the Level ...

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... 52%. However, it was higher than the historically low pass rate of 42% in 2021. CFA managing director, education at CFA Institute Chris Wiese said that the CFA Program is a tough undertaking and is pleased that the August Level III pass rate continues ...

Lack of income stream drags local retirement system: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2023
... nearly 50 nations, with the lack of a compulsory retirement income stream being what holds it back. The latest Mercer CFA Institute Global Pension Index sees Australia placed fifth, coming in behind Netherlands, Iceland, Israel and Denmark, all of which ...

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
The CFA Institute has launched a private markets and alternative investments certificate to Australian investment professionals. The private markets and alternatives investment certificate is suitable for those aspiring to roles at general partner firms ...
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