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Showing 1 - 10 of 39 results for "CFA Society"

CFA Society Australia launches

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
CFA Society Australia has officially launched, with the aim to giving a stronger voice to Australian CFA charterholders while raising the recognition of the CFA credential in Australia. CFA Society Australia chief executive Lisa Carroll said the transition ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... capital funds, investment consulting, and managing multi-asset portfolios. She is a board member and secretary of the CFA Society of Melbourne, a member of the Policy Committee for Women in Super, a member of the Senior Investing Peer Advisory Group ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... Co-founding WealthLeaders eXchange alongside Townsend is Watershed Funds Management investment analyst Graeme Miller, and CFA Society executive officer Samantha Noy. The initiative has two forums planned for 2024, the first taking place in Melbourne ...

Gender diversity in investment management slightly improving: Report

CHLOE WALKER  |  FRIDAY, 16 DEC 2022
... strategy adviser and author of the report, Mary McLaughlin said. McLaughlin's observation is backed by data from the CFA Society Melbourne, which recently reported that only 20% of its members are women, up marginally from 17% five years ago. "Achieving ...

CFA ESG certificate launches in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
... recommends 130 hours of study time to complete the ESG certificate syllabus. The certificate was developed by the CFA Society in the UK and has been endorsed by the United Nations Principles for Responsible Investment (UNPRI). "This certificate can help ...

Former CFSGAM chief executive joins CFA Institute

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
... and the external relationship and volunteer involvement committee. He is also the founding president and member of CFA Society Sydney, a former board member of CFA Society Japan, and a member of the Future of Finance Advisory Council. "I'm honoured ...

Sydney boutique hires former Franklin PM

KANIKA SOOD  |  TUESDAY, 12 JAN 2021
... manager structure to invest in global equities with a sustainability focus. Wilmshurst is a past president of the CFA Society's Melbourne chapter, and a fellow of the Institute of Actuaries of Australia. "...Peter is joining us at the beginning of a ...

CFA Societies adds board members, president

ANNABELLE DICKSON  |  MONDAY, 30 NOV 2020
... and Melbourne and has appointed a State Super executive as president. Charles Wu has been voted in as president of CFA Society Sydney after holding the position of vice president for over three years, taking over from Redpoint Investment Management investment ...

VFMC director nabs global role

ALLY SELBY  |  TUESDAY, 15 SEP 2020
... investment advisory board. She also sits on the board of WorkSafe Victoria. Wilton currently serves as the chair of CFA Society National Diversity Council and the deputy chair of Infrastructure Victoria. In the past, she served as the chair of the industry ...

University of Sydney scores win at CFA competition

KANIKA SOOD  |  FRIDAY, 24 APR 2020
... university faculty adviser Angelo Aspris, industry mentor Michael Toh of Regal Funds Management and the local chapter of CFA Society. "This competition is a real proving ground. This year's students faced the added challenge of analyzing companies ...
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