Partnerships with CFA Societies
Blueprint for Easing Transition in Pension Fund Reform for Alternative Investments
This report discusses the 2023 Dutch pension reform, transitioning from defined benefit to defined contribution schemes, and introducing FPR and SPR regulations. It outlines the implications of this shift across transition and post-implementation periods.
Position Paper on Investment Governance at Swiss Pension Funds
This report provides practical guidance on investment governance for Swiss pension fund Board of Trustees members. It aims to reduce risks, improve decision-making, and optimize resource use, ensuring better pension fund management and investment outcomes.
Reforms of local pension systems are also a priority for many CFA Societies in the EU
In June 2023, CFA Society Germany released its Position Paper on the Reform of State-Subsidized Pension Provisions in Germany. The report provides a comprehensive analysis of potential pension reforms, aimed at solving the main problems of occupational and private pension provisions in Germany.
Stakeholder Capitalism In Action
This work throws a spotlight on the German model of corporate governance, which enshrines employee co-determination in law, and provides for the establishment of Works Councils, which play an important mediating role between employers and employees.
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.