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CFA Institute recommends that you experience our events in person whenever possible. However, we know that sometimes you just can’t make it. That’s why we broadcast some of our events live on the web, allowing you to participate without having to travel.


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Innovations in Wealth Management Fee Structures

In the face of growing competitive pressures, wealth managers are challenged to show value for the fees assessed to clients, a task complicated by the often bespoke nature of services rendered to wealthy individuals. In this webinar, Matthew Jackson, CFA, will describe the work that consulting firm Simon-Kucher has done to examine innovations in fee structures by wealth managers, including the results of their survey on how a wide range of clients perceive value.

Sustainability Bonds: What Are the Risks and Opportunities for Investors? (Rescheduled)

This webinar will cover market trends related to sustainable, green and social bonds, the risks and opportunities of investing in these types of bonds, various investor approaches to evaluating these bonds, and the motivations to issue these bonds.

Proposed GIPS Guidance Statement on Benchmarks

This is a 1-hour webinar to review and discuss the Global Investment Performance Standards (GIPS) Guidance Statement on Benchmarks exposure draft. The purpose of this Guidance Statement is to provide new interpretation on benchmarks as it pertains to the application of the GIPS standards. Topics such as selecting an appropriate benchmark, the role of benchmarks, and practical considerations provide a strong background for firms when considering benchmarks within compliant presentations. Concepts such as price-only benchmarks, multiple benchmarks, and benchmark changes attempt to answer long held questions by the industry.

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Ethical Decision-Making Webinar Part II: Exploring Additional Case Studies

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.