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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.


6 events

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GIPS Final Asset Owner Guidance Statement

This is a webinar to discuss the changes made to the final revised Guidance Statement on the Application of the GIPS Standards to Asset Owners. We will provide a review and clarifications on the guidance statement. This will be an opportunity for industry participants to ask questions during the live webinar session.

Sustainability Bonds: What are the Risks and Opportunities for Investors?

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. This webinar is co-hosted by CFA Institute and Sustainalytics.

GIPS Exposure Draft for New Guidance Statement on Overlay Strategies

This is a 1-hour webinar to review and discuss the GIPS Guidance Statement on Overlay Strategies exposure draft.

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.

Unpacking the Alphabet: Do ESG Reporting Initiatives Meet Investor Needs?

Environmental, social and governance (ESG) factors are increasingly seen as relevant for financial analysis, security selection and asset allocation and are applied by investors with global, cross-sectoral portfolios (universal owners) as well as those who pursue dedicated “responsible investment” strategies. These factors can be applied either for negative, positive exclusionary screening or they can be and are often implicitly integrated into mainstream investment analysis. ESG information is also relevant for risk assessment across multiple horizons (short, medium and long term).

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.