CFA Society Australia

At CFA Society Australia Investment Leaders Forum, thought leaders tackled the biggest forces shaping our industry. This recap from the CFA Institute unpacks key takeaways on risk, innovation, & the evolving role of leadership in investment management. investmentmagazine.com.au/2025/04/geopol…

The 60/40 portfolio remains relevant, but success depends on: ✔️ Shifting stock-bond correlations ✔️ Generational return disparities ✔️ Regional market risks ✔️ Lessons from the 2022 downturn Explore adaptive strategies in this report: rpc.cfainstitute.org/research/repor…

🚨 By 2062, withdrawals from the system are estimated to surpass contributions for the first time. While the superannuation pool is expected to continue growing beyond 2062-63, that growth will come from investment performance, not contributions. investmentmagazine.com.au/2025/03/super-…

📢 Exciting news! CFA Society Australia is gearing up to host the CFA Institute Board of Governors. In an interview with Investment Magazine, Chair, Michael Clancy, CFA, shares insights on the Society’s direction and vision. Read more investmentmagazine.com.au/2025/02/new-lo…

Insights from industry experts, the report presents seven real-world case studies and explores where AI and machine learning can enhance the pension value chain, while addressing key risks and challenges. rpc.cfainstitute.org/research/repor…

🤖 How is AI transforming the pension industry? CFA Institute’s latest report, "Pensions in the Age of Artificial Intelligence," explores where AI and machine learning can enhance the pension value chain. Download the report now: rpc.cfainstitute.org/research/repor…

On #GlobalEthicsDay, we reflect on how ethical behaviour and standards. This report highlights the value of ethical standards of new purveyors of financial advice and the importance of staying informed. rpc.cfainstitute.org/research/repor…

🌏 Hear Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute, discuss the ESG factors influencing China and the Middle East, and insights on global trends shaping current and future sustainability education. player.captivate.fm/episode/fb6773…

Today, we launched the Australian edition of the DEI Code for the Investment profession. The Code is available to investment organisations of any size ready to accelerate change by fostering a commitment to DEI. Learn more. cfas.org.au/deicode/

In this video, Sandi Orleow, CFA GAICD, Chair, DEI National Council, explains #DEI Code Six Principles. Register to the Fireside Chat events and learn how the DEI Code can help you drive positive changes for a more Inclusive Workplace. cfas.org.au/events/

🚀 Join us for a Fireside Chat with Sarah Maynard and learn how the Australian adaptation of the #DEI Code can help you drive positive changes for a more #InclusiveWorkplace. Register cfas.org.au/events/

Join us for a Fireside Chat with Sarah Maynard, ASIP, to explore the Australian DEI Code launch. Learn how it fosters inclusive workplaces and benefits investment professionals. Plus, enjoy networking opportunities! 📍SYD; cvent.me/X9lYYr 📍MEL; cvent.me/Q2Rorb

Early Bird registration is now open for #AIC2024. Join us for a full day of insights and networking opportunities and hear from experienced Australian and International speakers, including Cliff Asness and Charles Wu, CFA. Register now cvent.me/rn8ly1

What are the key features of the alternative credit asset class and their implications for investors? Access CFA Institute Research Foundation “An Introduction to Alternative Credit” report to learn more. rpc.cfainstitute.org/en/research/fo…

Lisa Carroll, CEO of CFA Societies Australia, emphasises the importance of establishing fundamental definitions for responsible investment to safeguard Australian investors against deceptive greenwashing allegations. moneymag.com.au/common-global-…

Enrolment to the new advanced-level Climate Risk, Valuation, and Investing Certificate is now open. Created for experienced investment professionals, this climate impact certificate ensures you keep pace with trends in the investment market. cfainstitute.org/en/programs/cl…

Members of CFA Society Melbourne and CFA Society Sydney voted YES to form CFA Society Australia at the 2023 CFA Society AGMs on Tuesday, 21 November in Sydney and Wednesday, 22 November in Melbourne. cfas.org.au/yes-to-form-cf…

In today’s evolving financial world, understanding and applying sustainable investing practices is essential. Find out how our professional certificates can help you get started and stay ahead. Learn more here: cloud.mail.cfainstitute.org/Sustainability…

#Congratulations to the six CFA charterholders featured in the Australian Financial Review’s list of rising stars from fund management’s ambitious next generation. Read full article here: cfas.org.au/wp-content/upl…

We supply the industry with highly-trained ethical professionals with practical skills. The CFA Program enhancements are centered on practical real-world applications. Learn how it can help your organisation. evolve.cfainstitute.org