- CFA Society Portugal is hosting, in partnership with Banco de Portugal, a workshop to promote the “My Financial Future” competition. The event will take place at the University of Coimbra on October 11th at 11 a.m. Banco de Portugal will discuss credits, and CFA Society Portugal will cover investments.
- CFA Society Taiwan is hosting World Investor Week events from October 7th to 9th.
- CFA Society Hong Kong is hosting a World Investor Week event on October 8th.
CFA Institute Research and Policy Center Supports
IOSCO World Investor Week 2024IOSCO World Investor Week
The IOSCO World Investor Week (WIW) 2024 is a global initiative to raise awareness about investor education and protection. Organizations from more than 100 jurisdictions will come together to drive awareness around trending issues that impact investors around the world. WIW’s purpose is to promote financial literacy, safeguard investors, and foster learning opportunities. This year, the campaign highlights three key themes: technology and digital finance, cryptoassets, and sustainable finance.
CFA Institute and local societies worldwide have long supported this campaign through research and advocacy. We help investors navigate market challenges and advocate for fair, transparent markets. CFA Institute Research and Policy Center provides resources for regulators, investors, and market participants to make informed decisions on emerging trends, such as artificial intelligence, big data, and sustainable investing. Such topics as climate risk, biodiversity, and ESG investments are central to our research as part of our commitment to providing investment professionals with tools and resources for understanding, measuring, and managing sustainability-related risks and opportunities; meeting client demands; and complying with regulatory requirements.
Research
Net Zero in the Balance A Guide to Transformative Industry Thinking
Climate Data in the Investment Process: Challenges, Resources, and Considerations
Navigating Transition Finance: An Action List
Sustainability Reporting
Unstructured Data and AI: Fine-Tuning LLMs to Enhance the Investment Process
Ken Laudan: Investing in the Age of AI
The Finfluencer Appeal: Investing in the Age of Social Media
Conversations with Frank Fabozzi, CFA, featuring Manish Chakrabarti, Arpit Narain, CFA, and Anil Sood
Cryptoassets: Beyond the Hype
Valuation of Cryptoassets: A Guide for Investment Professionals
Fun and Games: Investment Gamification and Implications for Capital Markets
Conversations with Frank Fabozzi, CFA, Featuring Marcos López de Prado and Joseph Simonian
Advocacy
CFA Institute Views on Net Zero
CFA Institute and CFA Society Spain Briefing Paper on Fintech in the EU
This report gauges the opinions of CFA Institute members in the EU on the evolution of financial technologies, including the benefits and challenges for the investment industry. It is based on an informal survey of local societies in the EU.