CFA Institute

since 1947
  • 501-1,000 employees
  • Financial Services

CFA Institute

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.

Expertise

Ethics and Education and Professional Excellence in the Investment Industry

Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World
  • 1 day ago

At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation on how i...

Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
  • 18 days ago

What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washingto...

Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East
  • 1 month ago

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative for the Middle East and Africa, during the CFA In...

Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward
  • 1 month ago

Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe. This year’s central...

Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
  • 2 months ago

At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye f...

Andrew Ang: Value Investing and Portfolio Strategies
  • 2 months ago

Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak’s sovereign wealth fund— explores the intersection of personal journey and professional insight in modern investing...

Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market
  • 3 months ago

Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for semi-liquid investments...

Dan Boston: Volatility, Valuation, and the International Opportunity Set
  • 3 months ago

Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds a...

Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications
  • 4 months ago

Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about the real state of the U.S. economy. From the unde...