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Notices
TM
Tom Marthaler (not verified)
25th January 2021 | 4:29pm

I have always admired the CFA society for keeping members up to date on innovation and trends that impact our industry. Change is inevitable and it’s our responsibility to understand market dynamics. ESG is here to stay and many investors have embraced this strategy. The goal remains the same - we must understand our clients investment objectives and then build a portfolio to achieve their goals.