Recent CFA Institute Press Releases and Announcements

 

U.S. Investors Are Supportive of SEC Announcement on IFRS Convergence, Says CFA Institute
CFA Institute responds to the U.S. Securities and Exchange Commission’s (SEC) statement in support of convergence and global accounting standards and a six-part work plan centered around gathering information to assess the overall readiness of U.S. adoption of International Financial Reporting Standards (IFRS).
Released March 4, 2010

 

CFA Society of Cyprus Hosts Global Investment Profession Leaders from the EMEA Region
The CFA Society of Cyprus will host, together with CFA Institute, the global association of investment professional, the annual regional meeting for Europe, Middle East, and Africa (EMEA) CFA Society leaders.
Released March 3, 2010

 

The Impact of Asset Allocation Clarified in the Financial Analysts Journal
General market movement dominates investment return variations while active security selection and asset allocation policy are shown to have equivalent impacts.
Released March 2, 2010

 

European Investors' Working Group Sets Out Steps to Restore Investor Confidence in European Capital Markets 
Today the European Investors’ Working Group (EIWG) released a report that strives to restore investor confidence in European capital markets.
Released February 23, 2010

 

CFA Institute Provides U.S. Investor Perspectives on Revised SEC Roadmap on IFRS Adoption  
In advance of the U.S. Securities and Exchange Commission’s (SEC) expected release of its revised roadmap on the potential adoption of International Financial Reporting Standards (IFRS) in the United States, CFA Institute today recommended four key milestones to the SEC.
Released February 22, 2010

 

Mary Schapiro, John C. Bogle, Daniel Fuss, Mark Anson, Niall Ferguson, and Other Investment Industry “Bright Minds” to Speak at 2010 CFA Institute Annual Conference
Now in its 63rd year, the CFA Institute Annual Conference brings together investment professionals from around the world to hear industry leaders share insights on today's most critical investment issues.
Released February 18, 2010

 

Revised Global Investment Performance Standards (GIPS) to Provide New Requirements on Risk and Valuation 
Updated GIPS standards are the result of the most comprehensive review since they were first introduced in 1999.
Released February 16, 2010

 

CFA Institute and EDHECRisk Institute Expand Seminar on Alternative Asset Allocation
CFA Institute and EDHEC−Risk Institute continue to extend their partnership in executive education to offer their Alternative Asset Allocation seminar in both London and New York.
Released February 9, 2010

 

Investment Industry Experts Address Challenges Confronting the Global Economy
The Research Foundation of CFA Institute announced today that it has published Insights into the Global Financial Crisis, a series of independent viewpoints from top investment professionals.
Released February 3, 2010

 

Thirty-Four Percent of 44,209 Candidates Passed December 2009 Level I CFA Exam
CFA Institute today announced that 34 percent of the 44,209 worldwide candidates that sat for the Chartered Financial Analyst (CFA) Program Level I exam taken in December 2009 were successful.
Released January 27, 2010

 

CFA Institute Report Calls for Cumulative Voting in Election of Directors
Nomination and election process can be improved in the appointment of independent non-executive directors in Asia-Pacific region.
Released January 12, 2010

 

Study Reports Equities Have Generally Underperformed in Second Presidential Year
New study also shows that January returns disappoint for the second year.
Released January 6, 2010

 

Financial Reform Legislation Improvements Still Needed
Investors’ interests only served in few key areas.
Released January 4, 2010

 

CFA Institute and SEBI Agree to Sponsor Regulator Professionals Taking CFA Program
Groundbreaking agreement in Asia-Pacific region.
Released December 17, 2009

 

Forty-Five Percent of CIPM Candidates Pass Expert Exam
CFA Institute today announced that 45 percent of the Expert level candidates in the (CIPM) program passed the exam.
Released December 14, 2009

 

CFA Institute Supports “Decoupling” of Standard Setting from Prudential Regulation
CFA Institute expresses support for the need to “decouple” the purpose of accounting standard setting and financial reporting to investors.
Released December 9, 2009

 

CFA Institute Centre Study Reveals Market Fragmentation Has Had No Material Impact on Price Formation 
Investors voice concern over transparency, trade reporting obligations, and dark pools.
Released December 7, 2009


Sandra J. Peters, CFA to Lead CFA Institute Financial Reporting Policy Efforts  
CFA Institute announces that Sandra J. Peters, CPA, CFA, recently joined the organization as head of its financial reporting policy group.
Released November 18, 2009


Accounting Did Not Cause the Crisis
CFA Institute dispels myths on need for new oversight of accounting standard setting.
Released November 16, 2009

 

The CFA Program and CFA Charter Receive Master’s Level Recognition in the United Kingdom
Independent benchmarking analysis undertaken by UK NARIC validates qualification levels.
Released November 12, 2009

 

CFA Institute Survey on the AIFM Directive
Members in EU vote for regulatory authorization of managers of alternative investment funds.
Released November 3, 2009

 

Investment Professionals Support Systemic Risk Oversight Board Proposal
CFA Institute releases survey on U.S. market reform and SEC priorities.
Released October 29, 2009

 

State University−Higher School of Economics Becomes First CFA Program Partner in Russia
State University−Higher School of Economics becomes first higher education institution in Russia to obtain status of CFA Program Partner.
Released October 19, 2009

 

CFA Institute and EDHEC-Risk Institute Extend Offering to Three Continents
Executive education seminar, Advances in Asset Allocation, now offered in London, New York, and Singapore.
Released October 15, 2009

 

Investment Advisers Should Adhere to a Single, High Fiduciary Standard
CFA Institute offers to share an ethical standard experience.
Released September 11, 2009

 

Canadian CFA Charterholders Want a More Streamlined Regulator Model and Stronger Enforcement Practices 
2009 Canadian Financial Market Integrity Index now available.
Released September 11, 2009

 

CFA Institute Reviews Current Regulations Regarding the Practice of Share Pledges by Directors and Controlling Shareholders
Advocates greater disclosure standards across the Asia-Pacific region.
Released September 9, 2009

 

CFA Institute Says U.S. SEC Post-Madoff Report Is Necessary
Encourages policymakers to move forward on investor protection reforms.
Released September 8, 2009

 

Thomas B. Welch, CFA, to Chair CFA Institute Board Of Governors
Welch begins his one-year term on September 1, 2009.
Released September 1, 2009

 

Korea University Becomes the First CFA Program Partner in Korea
Strengthens practical finance-related education in Korea, offering scholarships to students; joins a group of globally recognized education institutions.
Released August 26, 2009

 

Forty-Five Percent of 104,111 Candidates Worldwide Pass 2009 CFA Exam
The 2009 exams were given at 256 test centers in 182 cities worldwide.
Released August 18, 2009

 

Tax Awareness a Priority for High-Net-Worth Investors and Their Investment Managers
Research Foundation of CFA Institute reports new study.
Released August 17, 2009

 

Singapore Management University Partners with CFA Institute at Both the Undergraduate and Postgraduate Levels
It is the first institution in Singapore with this comprehensive partnership.

Released August 12, 2009

 

CFA Institute Granted Permission to Conduct December 2009 CFA Exam in India

CFA Institute has opened a test center in Mumbai where candidates from across the country can now take the December 2009 exam.
Released July 28, 2009

 

U.S. CFA Charterholders' Trust in Hedge Fund Managers and Corporate Boards in Decline, Reports 2009 CFA Institute Centre Financial Market Integrity Index
The CFA Institute Centre today announced the release of the 2009 FMI report for the United States.
Released July 20, 2009

Investor Task Force Urges Reform, Further Study of Financial Regulation
Investors' Working Group issued a report today, stating bold reforms are necessary to restore investor confidence in U.S. financial markets.
Released July 15, 2009

 

Investors' Working Group to Report on Ways to Improve U.S. Financial Market Regulation
Reporters are invited to attend a press conference on ways to improve regulation of the U.S. financial markets from an investor's perspective.
Released July 7, 2009

 

CFA Institute Launches European Investors Working Group with European Capital Markets Institute to Champion Professional Investor Interests
The EIWG meets for the first time today in Brussels.
Released June 30, 2009

 

GIPS Executive Committee Announces New Appointments
The nine-member GIPS Executive Committee (EC) announced today the addition of two new members.
Released June 19, 2009

 

Forty-Eight Percent of CIPM Candidates Pass Expert Exam
CFA Institute today announced that 48 percent of the Expert level candidates in the CIPM program passed the exam.
Released June 11, 2009


Tilburg University in the Netherlands Becomes CFA Program Partner
CFA Institute is pleased to announce a CFA Program Partnership with Tilburg University in the Netherlands.
Released June 11, 2009

The Emirates Securities and Commodities Authority (ESCA), CFA Emirates, and CFA Institute, Sign Agreement to Advance Professional Standards in the UAE
ESCA, CFA Emirates, and CFA Institute, have signed a memorandum of understanding to explore ways to advance professional standards in the capital markets and investment industry.
Released June 10, 2009
 

Number of Chartered Financial Analyst Candidates Increases by 44 percent in Nigeria
The number of investment professionals in Nigeria that have registered for the CFA Program in FY2009 has increased by 44 percent from FY2008 .
Released June 9, 2009

 

NISM, CFA Institute, and IAIP to Bring World Class Education, Training, and Research to the Indian Investment Community

Major MoU signed to start this initiative.

Released June 4, 2009

 

INSEAD Business School in France Becomes CFA Program Partner
CFA Institute is pleased to welcome INSEAD Business School as an additional CFA Program Partner in France.
Released May 26, 2009

 

CFA Institute Investor Education: Understanding Investing and Inflation to Protect Your Future
CFA Institute creates a new investor education fact sheet to help Americans make more informed investment decisions.
Released May 20, 2009


IE Business School Becomes Inaugural CFA Program Partner in Spain
CFA Institute is pleased to announce a CFA Program Partnership with IE Business School in Spain.
Released May 19, 2009

 

CFA Institute Moves Islamic Finance and ESG Operation to London
CFA Institute announces the appointment of Usman Hayat, FRM, CFA as director of Islamic Finance and ESG Investing to its EMEA office.
Released May 13, 2009

 

128,600 Investment Professionals Commit to Advancing Professional Excellence and Standards by Taking June 2009 CFA Exams
CFA Institute announced today that despite the global economic downturn, a record number have reaffirmed their commitment by enrolling for the June 2009 CFA exams.
Released May 12, 2009

Yale’s David F. Swensen Receives the CFA Institute Award for Professional Excellence
CFA Institute presents David F. Swensen, chief investment officer for Yale University in New Haven, CT, with its Award for Professional Excellence.
Released April 27, 2009

 

CFA Institute Welcomes the IASB Comprehensive Review of Financial Instrument Accounting

CFA Institute announces its support for the decision made by the IASB to focus on a comprehensive review of key aspects of IAS 39.

Released April 27, 2009

 

CFA Institute Members Show Concern over Mis-Selling of Retail Investment Products

Seventy-three percent of respondents based in the European Union believe fee structures of investment products drive their sales to customers rather than suitability.

Released April 21, 2009

 

CFA Institute Members Based in the European Union Believe Executive Pay Practice Needs Repair

Sixty-four percent of respondents believe that executives in practice receive the majority of their variable compensation no matter what the company's circumstances may be.

Released April 20, 2009

 

Global Shareowner Rights Guidebook Now Available from CFA Institute Centre

Manual helps investors understand their rights in international markets.

Released April 16, 2009

 

CFA Institute Centre Voices Concerns over Political and Piecemeal Amendments to Accounting Standards

The CFA Institute Centre for Financial Market Integrity believes that the IASB must pursue a comprehensive review of the complex financial instrument accounting rules announced by the IASCF.

Released April 7, 2009

 

CFA Institute Member Poll Finds Investment Professionals Support Global Adoption of Single Set of Accounting Standards

CFA Institute has announced the results of a global member poll on the IFRS convergence debate.

Released April 7, 2009

 

CFA Institute Announces Results of Third Annual Global Investment Research Challenge

Nanyang Technological University from Singapore has won the third annual CFA Institute Global Investment Research Challenge.

Released April 6, 2009

 

Investors' Working Group Dismayed and Concerned with Threats to Financial Accounting Standards Board Independence

IWG says that the current political and special interest pressures placed on FASB to change fair value accounting standards are unacceptable and troubling.

Released April 2, 2009

 

CFA Institute Opens Office in Brussels
CFA Institute is pleased to announce the opening of a new office in Brussels, Belgium, as an extension of the CFA Institute Centre for Financial Market Integrity.

Released March 30, 2009

 

Top Prize of CFA Institute Americas Investment Research Challenge Given to Fundação Getulio Vargas School of Business of São Paulo, Brazil 

FGV advances to the Global Investment Research Challenge in London.

Released March 20, 2009

 

CFA Institute Launches New Advertising Campaign to Recognize Latest CFA Charterholders
CFA Institute today announced the launch of its expanded new CFA charterholder recognition campaign.

Released March 12, 2009

 

Morningstar's Paul D. Kaplan, CFA, to Receive Prestigious Financial Analysts Journal Graham and Dodd Award

The Financial Analysts Journal's Advisory Council and Editorial Board have awarded the annual Graham and Dodd Award to Paul D. Kaplan, CFA, vice president of quantitative research at Morningstar, Inc.

Released March 9, 2009

Nanyang Technological University Wins the CFA Institute Asia-Pacific Regional Investment Research Challenge

NTU team advances to the Global Investment Research Challenge in London.

Released March 8, 2009

 

University of Cape Town, South Africa, Becomes CFA Program Partner
CFA Institute has signed a CFA Program Partnership with the Faculty of Commerce at the University of Cape Town, South Africa.

Released February 26, 2009

 

Nouriel Roubini, Hedge Fund Expert Andrew Lo, and Authors Michael Lewis and James Stewart to Speak at CFA Institute Annual Conference 

The CFA Institute Annual Conference brings together investment professionals from around the world to hear industry leaders share insights on today's most critical investment issues.

Released February 20, 2009

 

CFA Institute Board of Governors Meets in Dubai to Set Direction for the Investment Profession
CFA Institute holds its first Board of Governors meeting in Dubai.

Released February 12, 2009

 

Donaldson, Levitt to Lead Investor Task Force on Reform of U.S. Financial Market Regulation

William Donaldson, CFA, and Arthur Levitt Jr., two highly respected former chairs of the Securities and Exchange Commission, will lead the Investors' Working Group (IWG).

Released February 11, 2009

 

Investor Advocate CFA Institute Centre Cautious over Impact of Obama Executive Pay Proposals

The CFA Institute Centre for Financial Market Integrity comments on the Obama administration's proposed executive compensation policies.

Released February 5, 2009

 

Majority of Canadian CFA Institute Members Believe Budget Measures Still Not Enough to Address Canada's Financial Situation

Eighty percent believe asset-backed commercial paper still an unresolved issue.

Released February 3, 2009

 

"Friend Or Foe?" Cautions CFA Institute on Related-Party Transactions
Study recommends investors be more vigilant in monitoring related-party transactions when investing in Asia.

Released February 2, 2009

 

U.S. Investors Remain Tentative on U.S. Government Bailouts and Less Confident about Markets Today

Non-U.S. investors have a more positive outlook says CFA Institute Centre survey.

Released January 30, 2009

 

Thirty-Five Percent of 49,797 Candidates Worldwide Passed December 2008 Level I CFA Exam

CFA Institute today announced that of the 49,797 worldwide candidates that sat for the Chartered Financial Analyst (CFA) Program Level I exam which took place in December, 35 percent passed.

Released January 28, 2009

 

GIPS Standards' 2010 Revisions Open for Public Comment

The GIPS Executive Committee, the governing body for the Global Investment Performance Standards (GIPS), is seeking comments on proposed changes to the investment industry performance standards.

Released January 23, 2009

 

CFA Institute Offers 10 Tips on Avoiding Investment Fraud

CFA Institute offers 10 tips to help investors reduce their chances of being devastated by investment fraud.

Released January 21, 2009

 

U.S. Court of Appeals Upholds Trademark Injunction in Favor of CFA Institute

CFA Institute announced today that the United States Fourth Circuit Court of Appeals has ruled in favor of CFA Institute.

Released January 16, 2009

 

Investor Advocate CFA Institute Centre Identifies Top Executive Compensation Concerns for 2009

Information on the CFA Institute Centre's positions on executive compensation.

Released January 15, 2009

 

CFA Institute Announces John D. Rogers, CFA, as New President and CEO 

Rogers’ term begins immediately. He succeeds Jeff Diermeier, CFA who served since January 2005.

Released January 5, 2009

 

Forty-One Percent of CIPM Candidates Pass Expert Exam
CFA Institute today announced that 41 percent of the Expert level candidates in the Certificate in Investment Performance Measurement (CIPM) program passed the exam.
Released December 23, 2008

 

Madoff Scandal Reinforces Need for Hedge Fund Ethics Code
CFA Institute Centre says industry should adopt strong professional code of conduct.
Released December 18, 2008

 

Jeff Diermeier, CFA, to Conclude Tenure as CFA Institute President and CEO 
Jeff Diermeier, CFA will retire his position as CFA Institute president and CEO on December 31, 2008, the global association reported.
Released December 15, 2008

 

CFA Institute and EDHEC Business School Extend Executive Education Partnership to Alternative Investment Seminar 
The course, aimed at senior investment professionals, will take place 17-19 March in London.
Released December 11, 2008

 

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