This fall, 18 distinguished speakers from diverse backgrounds in finance, investment, and market analysis are coming together to discuss the emerging trends, opportunities, and challenges in private markets. 🔹5 September: Private Equity and Venture Capital 🔹19 September: Private Credit 🔹3 October: Real Estate 🔹17 October: Hedge Fund Don’t miss this unique opportunity to gain insights from industry leaders and learn how to elevate your skills and knowledge in this dynamic field. ➡️Register now! https://cfainst.is/3X4rdFI If you're unable to attend or the timing doesn't fit your schedule, simply select the “Recording Only” option at the top of the page to receive access to the recorded webinar and watch at your convenience.
CFA Institute
Financial Services
Charlottesville, VA 740,638 followers
The global organisation delivering excellence, ethics and education in the investment industry. #CFAInstitute
About us
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders. Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners. Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change. As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe.
- 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
Updates
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When all is said and done, which would you prefer: a conventional portfolio with all manner of costly esoterica that underperforms a legitimate reference portfolio by 100 bps or more per year? Or, one that is 80% passive with far fewer, carefully chosen active strategies that outperform by 10 bps or more per year? Richard Ennis, CFA, urges institutional investors to reduce costs and give alpha a chance in #EnterprisingInvestor. Recommendations: 📌 Know the cost of your investment program from top to bottom. Make it known throughout your organization. Make cost-awareness, rather than cost-denial, part of your investing culture. 📌 Rethink portfolio design to reflect the realities of contemporary institutional investing. Conduct an asset class triage. For example, non-core private real estate equity and hedge funds, in particular, have been a serious drag on performance since the GFC. These competitively traded asset classes can cost more than 3% of invested capital annually and provide precious little diversification. 📌 You may have a fancy risk budget. Consider establishing an old-fashioned expense budget. Having such wouldn’t rule out active investing and might make it more selective. 📌 Evaluate your performance relative to a simple passive benchmark, sometimes called a reference portfolio. This is a combination of a few stock and bond indexes that reflects your risk tolerance and taste for international diversification. The so-called custom benchmarks typically used by institutional investors, which are opaque and generally paint a rosy picture, only mask reality.
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📣 Attention Compliance Professionals📣 Gain essential strategies to safeguard compliance and mitigate regulatory risks at the 28th Annual GIPS® Standards Conference. The “Marketing Materials Review Dos and Dont’s” is a must-attend session. Bring your questions and get answers from our expert panelists: ➡️ Johanna Anders, TIAA ➡️ Janice Kitzman, CIPM, Cascade Compliance ➡️ Christine Ayako Schleppegrell, Morgan Lewis ➡️ Karyn Vincent, CFA, CIPM, CFA Institute Register today: https://cfainst.is/44Ap86g
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Has the science of economics gone astray by borrowing ideas from physics? Economics should instead borrow ideas from evolutionary biology, writes @Drew Estes, CFA, JD. After all, early economists were the first to recognize evolutionary processes. Drawing insights from Charles Darwin, Thomas Malthus, Richard Dawkins, and Warren Buffett, Estes shows how evolutionary theory is the best tool for assessing the sustainability of corporate profits in #EnterprisingInvestor.
From Darwin to Wall Street: Harnessing Evolutionary Theory for Smarter Investments
blogs.cfainstitute.org
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Find out what investment professionals are really talking about at Asia-Pacific’s leading research hub this week. #ARXCFAInstitute 1️⃣ APAC Climate Action Progress Report https://cfainst.is/3YC9c2I 2️⃣ Forces Driving Healthcare Spending and Innovative Drug Development https://cfainst.is/3LUtm08 3️⃣ CFA Society Beijing Podcasts: China Charter Chat https://cfainst.is/3AapEwG More on CFA Institute Asia Pacific Research Exchange: https://cfainst.is/3y3rLSt
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NEW RESEARCH: “Factor-Mimicking Portfolios for Climate Risk” in the Financial Analysts Journal. Authors Gianluca De Nard, Robert Engle, and Bryan Kelly propose and implement an approach to forming an optimal hedge portfolio of publicly available sustainable funds. In an extensive empirical out-of-sample performance test, they demonstrate the superior all-around performance delivering markedly higher and statistically significant alphas and betas with the climate risk indices. CFA Institute Members can read the full article: https://lnkd.in/eamm-Mq2 Luis Garcia-Feijoo, Ph.D., CFA, @William N. Goetzmann, Allison Adams, Research and Policy Center
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What topics does the Private Equity Certificate cover? What are the prerequisites to enroll? Who is this certificate for? Watch our Senior Director of Content Development Curriculum & Learning, Azmi Özünlü answer all these questions, and more in this unmissable video.
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With the democratization of information and the emergence of new technologies like AI and machine learning, having a basic grasp of data science empowers you to: 🧩 Determine what data is truly relevant and useful 🔍 Extract deeper, more valuable insights 📊 Build quantitative models for forecasting and risk analysis Discover how this key skill can give you an edge in today’s competitive world at https://cfainst.is/3WKwTDq
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Campbell Harvey, Professor of Finance at Duke University, and author of "DeFi and the Future of Finance,” speaks about his famous theory linking an inverted yield curve and impending recessions. He also shares his perspective on the current volatile market and the #FederalReserve’s potential actions. Tune in for an enlightening conversation filled with expert analysis and valuable investment insights. https://cfainst.is/43l3y5n
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Significant deviations from the traditional cap-weighted benchmark are required to deliver stronger risk-adjusted performance over the long term, according to Joseph Simonian, Ph.D. Namely, choosing stocks that target explicit exposures to rewarded factors and applying a well-diversified weighting scheme to manage stock-specific risks, he writes for #EnterprisingInvestor.
Mitigating Economic Risk in Multi-Factor Strategies
blogs.cfainstitute.org