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

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Attribution of Portfolios with Climate-Related Signals
  • 4 months ago

This paper explores the attribution of portfolio returns driven by climate-related signals, a critical factor for investment professionals .

By CFA Institute In Thematic / Megatrends, Portfolio Construction, Sustainability
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Green and Transition Finance on the Municipal Level: Case of Huzhou City
  • 4 months ago

Discover Huzhou’s net-zero strategies: digital tools, local taxonomies, policy incentives, and finance frameworks for sustainable, equitable growth.

By CFA Institute In Sustainability, Thematic / Megatrends, Equities
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When Tariffs Hit: Stocks, Bonds, and Volatility
  • 4 months ago

Tariff threats are sending analysts’ heads spinning. What will be the consequences for stocks, bonds, and volatility?

By CFA Institute In Macro, Equities, Fixed Income
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Agency Risk in the Lower Middle Market: A Guide for PE Professionals
  • 4 months ago

If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM) — the ecosystem of companies with revenues between $5 million and $50 million. The LMM offers lucrat…

By CFA Institute In Private Markets, Equities
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Climbing the Ladder in Finance: The PIE Framework for Investment Professionals
  • 4 months ago

Promotions require more than just hard work and results. By mastering the PIE framework, you’ll position yourself for long-term career success.

By CFA Institute
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PCAOB on their Firm Reporting Metrics Proposal
  • 4 months ago

CFA Institute comments on the PCAOB Rulemaking Docket Matter No. 055, Firm Reporting Metrics.

By CFA Institute
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The Endowment Syndrome: Why Elite Funds Are Falling Behind
  • 4 months ago

Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge

By CFA Institute In Industry
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Influence and Predictive Value of Seeking Alpha Articles
  • 4 months ago

Recommendations of Seeking Alpha authors can affect trading activity. Tentative evidence suggests that profitable strategies can be based on these factors.

By CFA Institute In Equities, Hedge Funds
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Navigating Troubled Waters: What the Surge in Bankruptcy Filings Means for the Economy
  • 4 months ago

Bankruptcy filings are surging. As we brace for what lies ahead, it’s essential to recognize the potential for a repeat of past crises and prepare accordingly.

By CFA Institute
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