Not all financial content creators on social media are created equal, Alfonso Ricciardelli, CFA, and Pedram Parhizkari, CAIA, caution. There is a big difference between influencers, knowledge sharers, and aspiring thought leaders. #EnterprisingInvestor https://lnkd.in/euY2xadr
CFA Institute
Financial Services
Charlottesville, VA 706,479 followers
Finance needs a new perspective.
About us
CFA Institute is a global community of more than 190,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.
- Website
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http://www.cfainstitute.org/
External link for CFA Institute
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Charlottesville, VA
- Type
- Nonprofit
- Founded
- 1947
- Specialties
- Ethics and Education and Professional Excellence in the Investment Industry
Locations
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Primary
915 East High Street
Charlottesville, VA 22902, US
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292 Madison Ave
New York, US
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23/F, Man Yee Building
68 Des Vouex Road
Central, Hong Kong, SAR, HK
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67 Lombard Street
7th Floor
London, EC3V 9LJ, GB
Employees at CFA Institute
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Francois E. Aubert
Catalysing individuals' accomplishment through consulting, training and business coaching
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Vladimir Tutkevich
CFA Societies business developer. Managing advocacy, learning and volunteer projects for member retention.
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Ian Schnoor, CFA, CFM
Executive Director at Financial Modeling Institute (FMI)
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Doug Cohen
Head of Product at CFA Institute
Updates
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A week filled with warm welcomes and productive interactions in India! Our CEO & President, Margaret Franklin, CFA started her week with a MoU signing between CFA Institute, National stock exchange and CFA Society India for a collaboration on a research project aimed to understand the current state of sustainability reporting for corporate India and suggestions to improve data quality, in alignment with SEBI's BRSR mandate. She addressed and felicitated top employers of CFA charterholders, and connected with many finance and investment industry leaders. She concluded her visit with a LinkedIn Live session in conversation with Navneet Munot, CFA, CEO & MD of HDFC Asset Management Company, and interacted with Mangalam Maloo, CFA, Associate Editor at CNBC.
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Shorter settlement periods are meant to protect market participants. But the new T+1 settlement cycle for US equities may have undesirable knock-on effects for financial market participants around the world, including index fund managers, cautions Tim Batho. #FTSERussell #EnterprisingInvestor https://lnkd.in/eVVTw3iZ
Why the New T+1 Settlement Cycle Matters: A Global Index Provider’s Perspective
blogs.cfainstitute.org
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🌍 From Local Kickoffs to the Global Final in Warsaw 🏆 This year’s CFA Institute Research Challenge journey has been nothing short of spectacular, showcasing the dedication and expertise of students from around the world. Starting from local competitions and culminating tomorrow, 16 May, in the Global Final in Warsaw, Poland. The 6,700 talented participants have invested over 100 hours preparing, stepping into the roles of research analysts, and honing the skills essential for their future careers. From the local to the regional, and now to tomorrow's exciting finale, each phase has rigorously tested their knowledge and resilience. Take a look at the complete journey of all the teams and celebrate with us as we get ready for the Global Final! 🌟 Thank you to all the participating universities, volunteers, companies, and the supportive CFA Societies that made this challenge possible. Your commitment is shaping the next generation of finance professionals!
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Discover the historical performance of a high dividend #yieldstrategy, with this comprehensive examination of the Chinese dividend market. Read the S&P Dow Jones paper here. https://cfainst.is/3UyUg1s #ARXCFAInstitute
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Despite some limitations, AI stands to offer significant advantages over traditional approaches to identifying and predicting financial crises. Sebastian Petric, CFA, highlights some of the key findings from research he and colleagues at the University of Liechtenstein recently conducted. Michael Hanke Merlin Bartel https://bit.ly/4aeRwME
Leveraging AI to Identify and Predict Financial Crises
blogs.cfainstitute.org
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🎙️New Enterprising Investor episode: Andy Lee, The Potential of Tax Receivable Agreements. In this episode, host Mike Wallberg, CFA, MJ engages with Andy Lee , founder of Parallaxes Capital, to uncover the hidden gems within tax receivable agreements. Andy shares his insights on how these agreements, akin to pharmaceutical and musical royalties of past decades, offer investors long-term cash flow opportunities often overlooked by many. Join the conversation as Andy sheds light on his unique approach to finding value in the financial market: https://cfainst.is/3TnlWWw
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📢 Don’t miss our webinar this week on AI’s game-changing role in the finance landscape. Gain insights into the evolving responsibilities of investment professionals, the impact of alternative data, and the data science skills essential for success. Plus, you’ll have the opportunity to engage with our expert panelists, Anastasia Diakaki, Andy Moniz, and Brian Pisaneschi, CFA, during the live Q&A session! Reserve your place now and join the conversation on shaping the future of finance: https://cfainst.is/3xdgrCr Not able to join us live? Register to receive the recording. #CFAInstituteEvents
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Portfolios that include both productive and scarce assets can deliver similar performance to the S&P 500 with less risk than those that hold only productive assets. Max Golts, PhD, and Gregory C. Jones, PhD, explain the nature of productive and scarce assets and how to quantify productivity and scarcity. #EnterprisingInvestor https://bit.ly/4ait50R
Why Your Portfolio Should Include Scarce Assets
blogs.cfainstitute.org
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This year, over 6,700 students from more than 1,000 universities in over 95 countries competed in the CFA Institute Research Challenge. Starting at the local level, their journey took them to the regionals and finally to the upcoming Global Finals in Warsaw, Poland this week. These students assumed the role of a research analyst and get tested on key skills they will need as they grow in their careers. 🔍 The result? Insightful and detailed financial reports across major global companies. For many participants, the Research Challenge, combined with the CFA Program, marks the beginning of a promising and successful career. Here's a look at the reports and work that will be presented at this year's Global Final on 16 May!