Tag «CFA Institute»

Access to Funding and Long-Term Investment: European Commission’s Objectives Shared by Global Investors, Says CFA Institute

Brussels, Belgium, 21 February 2013 Faced with the need to kick start economic growth and the difficulties experienced by EU companies in accessing finance, the EU economy is in need of measures which will encourage sustainable investment and re-launch economic growth. CFA Institute supports Commissioner Michel Barnier’s call for boosting long-term investment in European companies, …

Investors Require More Transparency around Derivatives and Hedging Activities of Companies – CFA Institute

New study from CFA Institute emphasizes need to enhance disclosure of derivatives and hedging activities to bolster investor understanding of risk exposure and risk management London, United Kingdom, 2013 The widespread use of derivatives for hedging activities among both financial and non-financial institutions is addressed in a new study by CFA Institute, which looks at the transparency …

CFA Institute Report Calls for Harmonized Reporting in Asia Pacific Investors Rank Mis-selling by Financial Advisers Top Ethical Concern

Hong Kong, Hong Kong, January 2013 A new CFA Institute study on “Periodic Reporting for Retail Investment Funds in Asia Pacific” finds that harmonized standards for reporting fund performance is needed to enhance investor protection and rebuild trust in the retail funds market. The finding comes close on the heels of a recent Global Market Sentiment Survey by CFA Institute which …

Greater Focus on Ethics is Critical to Earning Trust in Financial Services Industry – CFA Institute

Directions to navigate through the new financial landscape discussed at the third India Investment Conference The third India Investment Conference, jointly organized by CFA Institute, the global association of investment professionals, Indian Association of Investment Professionals (IAIP) and the National Institute of Securities Markets (NISM), concluded with a call for action to restore trust and promote best practices in the financial services industry in …

CFA Institute Aims to Improve Industry Expertise and Integrity with Launch of New Global Examination Program for the Financial Services Industry 68 organizations sign up to pilot phase for the new Claritas Investment Certificate

CFA Institute, the global association for investment professionals and administrator of the CFA Program, today announced the launch of the Claritas™ Investment Certificate (“Claritas”). This new international education standard for the financial services industry will open for global registrations in May 2013. Claritas is aimed at the broad range of people in the financial services industry …

Institute of Capital Markets, CFA Institute, and CFA Society Pakistan join hands to strengthen investment industry

The Institute of Capital Markets (ICM), the leading finance industry organization for licensing certification in Pakistan, has signed a Memorandum of Understanding (MOU) withCFA Institute, the global association of investment professionals, and its member society CFA Society Pakistan(CFAP) to jointly organize globally relevant, professional education and training, and promote ethical practices in the country. The MOU identified six …

CFA Institute Names Dr. Tony Tan Head of Standards and Financial Market Integrity, Asia Pacific

CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials, has named Dr. Tony Tan, CFA, the head of Standards and Financial Market Integrity, Asia Pacific, with effective immediately. He is responsible for leading CFA Institute efforts in advocacy, policy development and regulatory outreach in the Asia Pacific …

CFA Institute: Investment Profession More Optimistic about Global Economic Growth in 2013

Investment professionals worldwide are more optimistic than last year about global economic growth heading into the new year, according to the CFA Institute 2013 Global Market Sentiment Survey (PDF). A greater number of those surveyed (40%) believe the global economy will expand in 2013, a six point increase from last year’s poll. However, CFA Institute members believe …

Market Quality Is Best Served by Maintaining Strong Competition between Trading on Lit and Dark Venues, Says New CFA Institute Study

London, United Kingdom, 19 November 2012 As larger volumes of equity-market transactions take place away from public exchanges, and concerns about transparency, investor access, and competition with traditional exchanges have been raised, a new study by CFA Institute concludes that markets best serve investors when there is strong competition between trading on lit and dark …

CFA Institute Welcomes Enhanced Risk Disclosures of Enhanced Disclosure Task Force report

London, United Kingdom, 1 November 2012 As the need for better risk disclosures has been evident throughout the financial crisis, CFA Institute supports the recent Enhanced Disclosure Task Force (EDTF) report, which encourages large banks to improve communications around their key risks and makes recommendations which are both implementable by banks and useful to investors. The …