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Showing 51 - 60 of 86 results for "The CFA Institute"

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... advisers and their clients. Complementing this, the MMI will also provide access to introductory courses from the CFA Institute, the Investment Management Consultants Association (IMCA), the Principles for Responsible Investment Academy (PRIA), and US ...

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... and algorithms." In May, the institute announced it will add AI and big data in its exams. A spokesperson from the CFA Institute told Financial Standard it will also include coverage of cryptocurrencies and automated retail platforms. The New Fintech ...

CFA Institute shrinks gender parity gap

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2017
The number of male and female CFA candidates are almost at parity, according to the CFA Institute. About 46% females and 54% males sat the exam in December last year. Females who re-sat the exam accounted for 44% of total candidates. The Institute's ...

CFA Institute investigates ESG investment gap

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2017
The CFA Institute is partnering with a United Nations-backed organisation to determine why investment managers aren't standardising environmental, social and governance factors across all asset classes. CFA Institute, together with the Principles for ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
The CFA Institute believes artificial intelligence, fintech and robo-advice will have the greatest impact on the financial services industry - to the extent it is considering including such topics in its examinations. An overwhelming majority (70%) ...

Investment management industry needs overhaul: CFA

KARREN VERGARA  |  MONDAY, 10 APR 2017
The CFA Institute believes the investment management industry is at a critical inflection point, urging leaders to transform business models and adopt new skills or else risk future success. Investment managers must also do more to build trust with ...

Nikko Australia appoints COO

EMMA RAPAPORT  |  THURSDAY, 2 FEB 2017
... Investment Subcommittee of the New Zealand Society of Actuaries and is a former New Zealand representative on the CFA Institute Global Investment Performance Standards Council. Lynn commences his new role in Sydney on 6 February.

Aussies attempt CFA in record numbers

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... of exams, complete work experience requirements of four years in the investment industry, commit to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct, apply to a CFA Institute society and become a member of CFA Institute. ...

Investment managers must find purpose, not performance

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
... ecosystem to find new ways of flourishing, new ways of capturing alpha," President and chief executive officer at the CFA Institute, Paul Smith, said. In Australia, 75% of respondents cited pressure from members of their board and management team as ...

PROFILE: Mercer senior partner David Knox

DARREN SNYDER  |  MONDAY, 16 MAY 2016
... the continuing development of the index has included working with Certified Financial Planning analysts and the CFA Institute to develop a paper on ideal retirement systems globally. The index alone has reached about 80 countries. Another important project ...