Partnerships with CFA Societies
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-Subsidised 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.
Development of a Blueprint To Ease the Transition Under the New Pension Fund Reform for Alternative Investments
On 26 January 2024, CFA Society Netherlands released the research paper “Development of a Blueprint to Ease the Transition under the New Pension Fund Reform for Alternative Investments. The report examines the substantial reforms within the Dutch pension system, including the transition from a Defined Benefit (DB) to a Defined Contribution (DC) scheme.
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.