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 EDHEC−Risk
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.
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.
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.
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.
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.
Global Shareowner Rights Guidebook Now Available from CFA Institute Centre
Manual helps investors understand their rights in international markets.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
"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.
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.
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.
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.
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.
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.
Investor Advocate CFA Institute Centre Identifies Top Executive Compensation Concerns for 2009
Information on the CFA Institute Centre's positions on executive compensation.
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.
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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