27 September 2024: CFA UK Scottish Committee advocates for growth in Scottish investment sector and green finance.

CFA Society UK (CFA UK) Scottish Committee calls on the UK Labour Government to support the development of Scotland as a green financial hub. In an open letter published in the Financial Times on 26 September

CFA UK announces Chief Executive Will Goodhart to step down in early 2025

CFA UK (CFA Society United Kingdom) today announces that its Chief Executive, Will Goodhart, will be stepping down in early 2025 with the Board now commencing a search for his successor.

Financial Modeling Institute Partners with CFA Society of the UK to Offer its 12,000 Members the Advanced Financial Modeler Accreditation

Financial Modeling Institute (FMI) provides CFA UK’s community of investment professionals a competitive edge with its world-class Advanced Financial Modeler (AFM) accreditation. CFA UK is one of the largest Societies in the worldwide network of CFA Institute member Societies.

CFA UK launches new digital campaign ‘Investing for Tomorrow’s Environment’

CFA UK has partnered with Content With Purpose (CWP) to produce a wide-ranging digital series exploring the pivotal role of investment professionals in unlocking solutions to climate change, moving to a low-carbon green economy and driving transformational change.

CFA UK launches new certificate in Impact Investing

New qualification provides a comprehensive overview and introduction to the world of impact investing, allowing investment professionals to understand, evolve and apply best practice in their own roles.

Sustainability a common theme in the election of new Fellows at CFA UK

The CFA Society of the UK (CFA UK) is delighted to announce the appointment of seven new Fellows.

CFA UK announces new appointees to board of directors as Hilary Eastman becomes chair

CFA UK is pleased to announce the election of Hilary Eastman, CFA as the new Chair of its Board of Directors.

CFA UK partners with CWP to present ‘Investing for Tomorrow’s Environment’

CFA UK partners with CWP to present ‘Investing for Tomorrow’s Environment’

Call to Action to accelerate SDG Progress

We’re halfway to the 2030 deadline to hit the UN Sustainable Development Goals. The world is only on track to meet 12% of its targets. In fact, we are going backwards, say 10 of the world’s leading accounting and finance bodies.

CFA UK and Heidrick & Struggles partner on new report exploring a portfolio approach to Diversity, Equity and Inclusion (DEI)

CFA UK and Heidrick & Struggles have recently partnered to create a report Learning from portfolio management principles in approaching DEI looking at insights into how six principles of portfolio management can be applied to fast-track DEI progress.

CFA UK Announces Winners of the 2023 Journalism Awards

CFA UK Announces Winners of the 2023 Journalism Awards

CFA UK launches Young Women in Investment Program 2023 in a drive to combat industry gender imbalance

CFA UK launches Young Women in Investment Program 2023 in a drive to combat industry gender imbalance

CFA Society UK welcomes UK Government’s Green Finance Strategy’s emphasis on the importance of education and training to reach net zero.

CFA Society UK (CFA UK) today welcomed the publication of the UK Government’s updated Mobilising Green Investment: 2023 Green Finance Strategy with its greater emphasis on the importance of education and training to support the UK’s net zero ambitions.

CFA UK publishes second edition of Certificate in Climate & Investing to build investment professionals' skills to meet client demand

On Monday 20th March, CFA Society of the UK (“CFA UK”) will launch the updated version of the Certificate in Climate and Investing (“CCI”).

Investment professionals call for increased diversity and inclusion efforts in the workplace

CFA Society of the UK (CFA UK) has today released the findings of its annual Diversity, Equity & Inclusion Survey, measuring the views of investment professionals across the UK investment industry. The survey revealed that investment professionals are calling for increased diversity and inclusion efforts across the workplace.

CFA UK recognises contribution to the investment profession by welcoming four new Fellows

CFA Society UK (CFA UK), the local society of investment professionals which works with members to build a better investment profession, today announces the appointment of four new Fellows.

Career satisfaction leads to sense of optimism for investment professionals

Career satisfaction leads to sense of optimism for investment professionals

Climate Bonds Initiative and the CFA Society United Kingdom join forces to increase awareness around the sustainable finance agenda

The Climate Bonds Initiative (CBI) and the CFA Society United Kingdom, have signed a Memorandum of Understanding (MoU) to tackle climate change through sustainable finance education.

CFA UK announces new appointees to CFA UK Board

CFA UK announces new appointees to CFA UK Board

CFA UK marks the launch of the Young Women in Investment Program 2022

CFA UK marks the launch of the Young Women in Investment Program 2022

CFA UK announces CCI training with partners BPP, Fitch Learning and Quartic

CFA Society of the UK (“CFA UK”) today announces formal supported training programmes for its Certificate in Climate and Investing (“CCI”) with the UK’s leading training providers and partners BPP, Fitch Learning and Quartic.

CFA Society UK pilots "Young Women in Investment Program 2022"

An initiative to raise awareness, generate interest and enable women to look to the investment management industry as a viable career option.
40 women will participate in an intensive financial training bootcamp followed by a period of selected paid internships in collaborating financial institutions.

CFA UK Journalism Awards 2022 winners announced

CFA UK Journalism Awards 2022 winners announced.

Investment professionals face real concerns with recent diversity and inclusion findings

CFA Society of the UK (CFA UK) has today released the findings of its annual Inclusion & Diversity Survey, measuring the views of members across the UK investment industry.

CFA UK launches new certificate in Climate and Investing

The certificate aims to give investment professionals a deeper understanding of the risk and opportunity that climate change represents for investments and investment organisations at every stage of the investment decision making process

CFA UK takes court action on scams relating to the IMC qualification

Alongside our mission to educate investment professionals, CFA UK is also committed to promoting the highest standards of ethical and professional behaviour.

CFA UK announces new appointees to board of directors as Lindsey Matthews becomes chair

CFA UK is pleased to announce the election of Lindsey Matthews, CFA as the new Chair of its Board of Directors.

CFA UK and Brandes Investment Partners announce winner of 2021 investment essay competition as Tigran Manukyan, CFA

CFA UK and Brandes Investment Partners announce winner of investment essay competition in honour of Benjamin Graham.

CFA UK developing new Certificate in Climate and Investing as demand for sustainable investment grows

CFA UK is helping the investment management industry address growing concerns over climate change, the industry body will say this week.

2021 Essay Competition: Demonstrate your value investing knowledge

CFA UK and Brandes Investment Partners are delighted to invite entries from all CFA UK members for this year’s £5,000 essay competition.

CFA UK Journalism Awards 2021 winners announced

CFA UK Journalism Awards 2021 winners announced.

CFA UK collaborates with The Skills Workshop

A new pilot, The Skills Workshop is launched to create a more inclusive talent pipeline in the investment and savings industry.

Certificate in ESG Investing launches as global qualification

CFA Institute, the global association of investment professionals, announces today that it will market the Certificate in ESG Investing, created by CFA Society of the United Kingdom, in financial hubs across the globe.

Supporting the 'greening' of the global financial system

CFA UK is delighted to be a founding supporter of the UK Centre for Greening Finance and Investment (CGFI).

Assessment of value reports fail to meet the need of investors

New analysis by the CFA UK reveals that many reports on fund value do not meet the spirit of the FCA requirements.

Client management more important than ever as negative rates could create market distortions in the UK

New report from CFA UK urges investment professionals to manage client expectations and understanding of the risks and provides six key considerations for investment professionals.

CFA UK and Brandes Investment Partners announce winner of investment essay competition as Masahiro Onizuka, CFA

CFA UK and Brandes Investment Partners announce winner of investment essay competition in honour of Benjamin Graham.

Investment professionals concerned that sector is not doing enough to promote ethnic and cognitive diversity

CFA UK survey reveals that the top issues requiring progress are talent acquisition and retention, the pay gap, and representation at board and executive level.

Major restructuring expected in investment sector: investment professionals happy in roles but fear redundancies

CFA UK survey reveals majority of investment professionals are satisfied with their careers but nervous about the future.

CFA UK and Brandes launch 2020 essay competition with £5,000 prize

CFA UK and Brandes Investment Partners are delighted to invite entries from all CFA UK members for this year’s £5,000 essay competition.

CFA Society UK is recognised for outstanding achievements in the investment industry

CFA Society UK is recognised for outstanding achievements in the investment industry

CFA UK signs up to Green Finance Education Charter

The UK Government, the Green Finance Institute, and 12 leading financial professional bodies, including CFA UK, launch the first Green Finance Education Charter

CFA UK Journalism Awards 2020 winners announced

CFA UK Journalism Awards 2020 winners announced

CFA UK unveils major changes to its exams for investment professionals

CFA UK unveils major changes to its exams for investment professionals

Leading UK investment professionals recognised by CFA UK

CFA UK, the local society of investment professionals which works with members to build a better investment profession, today announced the appointment of five new Fellows

Investment profession still needs to make significant progress in inclusion and diversity

CFA UK has today released the findings of its annual Diversity Survey, which measures the views of members on inclusion and diversity in the UK investment profession.

New evaluation of fund fee structures reveals tiered fees are best for retail investors

CFA UK reviews fee models following recent innovations and the implementation of new FCA regulations

New qualification in ESG Investing launches in December

CFA UK’s Certificate in ESG Investing, the first qualification of its kind in the UK, will be available to investment professionals from December.

Investment start-ups struggle to succeed in UK market

CFA UK today published a report analysing the prospects for new start-up companies in the UK investment management sector.

CFA UK and Brandes Investment Partners announce winner of investment essay competition in honour of Benjamin Graham

CFA UK and Brandes Investment Partners announce winner of investment essay competition in honour of Benjamin Graham

Investment profession making progress on ethical matters

Investment profession making progress on ethical matters

Investment professionals concerned about the UK’s competitiveness as hard Brexit looks increasingly likely

Investment professionals concerned about the UK’s competitiveness as hard Brexit looks increasingly likely

CFA UK celebrates 25 years of the IMC qualification

This year the IMC - the entry-level qualification for the UK investment profession celebrates its 25th anniversary.

CFA UK Journalism Awards 2019 winners announced

The CFA Society of the UK (CFA UK) is delighted to announce the winners of its 2019 Journalism Awards.

Position on the gating of the Woodford Equity Income Fund (June 2019)

The gating of the Woodford Equity Income Fund raises questions around professionalism and ethics in fund management.

New ESG qualification for investment professionals to be launched this year by CFA UK

CFA UK has announced the launch of a new qualification in ESG investing, which will be available to investment professionals later this year.

Investors see less buying appeal in emerging markets and bonds, according to CFA UK survey

Investors see less buying appeal in emerging markets and bonds, according to CFA UK survey

CFA UK study surveys stakeholders on MiFID II regulation one year on

CFA UK has published a report providing a summary of feedback on some aspects of the MiFID II reforms, one-year on from its implementation.

Additional new member joins CFA UK Board of Directors

CFA UK is pleased to welcome the appointment of Weiyen Hung, CFA to join its Board

Queen Mary University of London win CFA Institute Research Challenge 2019 UK final

CFA UK announced today that the team from Queen Mary University of London has won the UK local competition of the CFA Institute Research Challenge

Finalists announced for the 2019 CFA Research Challenge

The CFA Institute Research Challenge is a global competition that provides university students with hands-on mentoring and intensive training in financial analysis.

Investors see better value in major asset classes and future market uncertainty, according to CFA UK Survey

CFA UK today released the results of its latest quarterly Valuations Index, measuring investors’ perceptions of the value of equities, bonds and gold in Q4 2018.

CFA UK and Brandes launch 2019 essay competition with £5,000 prize

CFA UK and Brandes Investment Partners invite entries from young CFA UK member investment professionals to the 2019 essay competition in honour of Ben Graham - the father of both value investing and the CFA Program. There is a £5,000 prize on offer for the most compelling entry.

CFA UK Gender Diversity Partner Programme marks first year milestone in supporting investment profession efforts to improve gender diversity

CFA UK Gender Diversity Partner Programme marks first year milestone in supporting investment profession efforts to improve gender diversity

New chair elected and three new members join CFA UK Board of Directors

CFA UK new Board chair Daniel Murray, CFA is pleased to welcome the appointment of three new members to its Board following the Society’s AGM on 27 November 2018. The new members joining the board are Hilary Eastman, CFA, Gillian Elcock and Stephen Wackerle, CFA, FCA.

Beyond gender: UK investment professionals want more support for greater socio-economic diversity in the industry

CFA UK has today released the findings of its second annual Gender Diversity Survey, which measures the views of members on inclusion and diversity in the investment profession.

Growing expectation of a hard Brexit is having damaging impact on City

CFA UK today released the results of its latest survey analysing how Brexit will affect investment professionals currently working in the UK.

Investors favour risk aversion and turn to safe haven assets

23 August 2018 – CFA UK today released the results of its latest Valuations Index, which measures investors’ perceptions of the value of equities, bonds and gold.

CFA UK announces winners of its annual Journalism Awards

The CFA Society of the UK (CFA UK) is delighted to announce the winners of its 2018 annual Journalism Awards.

Investors see better value in developed market equities

31 May 2018 – CFA UK today released the results of its Q1 2018 Valuations Index, measuring investors’ perceptions of the value of equities, bonds and gold. The index reveals that confidence in developed market equities is slowly returning, after a high level of perceived overvaluation last quarter.

Ethics are increasingly important to investment professionals’ careers

CFA UK has today published the results of its annual Ethics Survey, the only tracker of views on ethics across the UK’s investment profession. Now in its sixth year, the survey highlights the challenges experienced by investment professionals, as well as the issues they consider most important.

CFA Institute Brexit barometer survey results announced

CFA Institute, the global association of investment professionals, today released the findings of its 2018 Brexit member survey, revealing the latest sentiment among investment professionals about the impact of Brexit on the asset management industry.

University of Reading win CFA Institute Research Challenge 2018 UK final

CFA UK announced today that University of Reading team have won the UK local competition of the CFA Institute Research Challenge and will now advance to next stage of the competition.

Investor confidence in emerging markets declines

CFA UK today released the results of its latest quarterly Valuations Index, which measures investors’ perceptions of the values of bonds, equities and gold in Q4 2017

CFA UK Board member appointed new chair of FSCS

The Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA) today announce the appointment of CFA UK Board member Marshall Bailey as Chair of the Financial Services Compensation Scheme Ltd (FSCS) with effect from 1 April 2018.

Finalists announced for the 2018 CFA Research Challenge

CFA UK is pleased to announce the finalists in the the 2018 CFA Institute Research Challenge. The Research Challenge was introduced to a global audience in 2006 and is considered to be the 'Investment Olympics' for university students. This year's finalists will present and take questions from the panel of expert judges on their presentation on this year’s subject company, WPP

Members predict FTSE down, bond yields up in 2018

While the equity markets have started the year in confident fashion, CFA UK's membership are less confident about the year ahead.

CFA UK celebrates launch of Let's Measure Up global brand campaign

Let's Measure Up global brand campaign challenges those working in the investment sector to work harder on diversity, on ethics, on putting our clients’ interest first.

Three new members join CFA UK Board of Directors

CFA UK is pleased to welcome the appointment of three new members to its Board following the Society’s AGM on 28 November 2017. The new members joining the board are Marshall Bailey, CFA, Lindsey Matthews, CFA and Fraser Lundie, CFA.

CFA UK launches Gender Diversity Partner Programme to support investment profession efforts to improve gender diversity

CFA UK has today announced the launch of its Gender Diversity Partner Programme. The programme, led by the society’s Gender Diversity Network, launches with founding partners Allianz Global Investors, Fidelity International, PIMCO, Royal London Asset Management and Vanguard and will support investment firms in the development and delivery of their gender diversity strategies.

Investor perception of corporate bond overvaluation declines after reaching all-time high last quarter

CFA UK has today released the results of its latest quarterly Valuations Index, measuring members’ perceptions of the values of bonds, equities and gold in Q3 2017.
The results point to a more positive outlook for investments, with perceptions of bond overvaluation decreasing from previous heights.

CFA UK welcomes Advisory Group's report, helping to grow a Culture of Social Impact Investing in the UK

CFA UK welcomes the publication of the report on Growing a Culture of Social Impact Investing in the UK. The report, published today, has been developed by a government Advisory Group, chaired by Elizabeth Corley – a Fellow of CFA UK and a member of CFA Institute’s Board of Governors – and in which Will Goodhart, CFA UK’s chief executive was involved.

EU nationals in UK investment management industry on the move after Brexit

CFA UK has released the results of a survey analysing the impact of Brexit for investment management professionals currently working in the UK. The survey of more than 1,100 respondents reveals that the industry is likely to lose many of its European investment management professionals following Britain’s exit from the European Union. 91% of EU nationals say Brexit has deteriorated the competitiveness of the City. Only 42% of EU nationals are confident they will continue working in the UK investment management industry post-Brexit.

Leading UK investment professionals receive industry recognition with Fellowship from CFA UK

Three new Fellows announced in recognition of their services to the investment profession by CFA UK. The prestigious CFA UK Fellowship designation recognises leading investment professionals for exceptional service. Open to CFA UK members and non-members alike, the accolade is awarded every two years to people who are judged by the Society’s Fellowship Committee to have made an outstanding contribution to the profession or the aims and objectives of the Society.

CFA UK CEO, Will Goodhart joins the inaugural Women in Investment Awards judging panel

The CFA Society of the UK and Brandes Investment Partners are delighted to announce the winner from young investment professionals to its essay competition in honour of Ben Graham.

‘A lot to like’ in FCA Asset Management Market report

CFA UK welcome the FCA report into asset management sector issued in June 2017. The final findings of the market study announce a package of remedies to take forward to address the concerns identified in the FCA interim report into the sector. CFA UK believe the report as will help to protect consumers’ interests, drive competition and addresses root causes of issues sector faces.

2017 Winner of Investment Essay Competition in Honour of Benjamin Graham

The CFA Society of the UK and Brandes Investment Partners are delighted to announce the winner from young investment professionals to its essay competition in honour of Ben Graham.

Conflicts of interest become a primary concern for investment professionals as MiFID II implementation approaches

CFA UK has published its annual Ethics Survey results for 2017 - revealing the latest attitudes to ethics and professionalism in the investment profession. The survey is designed to assess progress and discover the key challenges experienced by investment professionals. It is the only tracker of views on ethics across the UK investment profession and, now in its fifth year, provides a view on how trends have developed over the last half decade.

CFA Institute study reveals leaders must transform if investment industry is to thrive

The Future State of the Investment Profession study released by CFA Institute describes an industry at an existential crossroads. It warns that investment industry leaders who fail to transform their business models may jeopardise the future of their firms.

Cranfield University win UK Final of 2017 Research Challenge: The 'Investment Olympics'

CFA UK is pleased to announce the winner in the the 2017 CFA Institute Research Challenge as Cranfield University. The Research Challenge was introduced to a global audience in 2006 and is considered to be the 'Investment Olympics' for university students. This year's finalists presented and took questions from the panel of expert judges on their presentation on this year’s subject company, G4S.

New financial services Apprenticeship Standard gains support from professional bodies

CFA UK is one of six leading professional bodies in the banking and financial services industry who have lent their support to a new Apprenticeship Standard, the Financial Services Professional.

Investor perception of global bonds as overvalued reaches new record level

Perceptions of overvalued developed markets equities remain high; emerging market equities broadly seen as undervalued. Results taken from CFA UK survey of its membership between 10th February and 7th March 2017 (2017/Q1), and received 219 responses from analysts and investors. The respondents were asked how they would rate a selection of markets in terms of representing fair value on a one-year time horizon.

Corporate Governance Reform green paper: CFA UK response

CFA UK believes that UK corporate governance standards are relatively high, but CEO compensation is not well aligned with value creation. In particular, we would welcome a strengthening of the corporate governance framework for the UK’s largest, privately-held businesses in order to level the playing field between public and private equity capital markets.

CFA UK response to FCA interim report

In CFA UK's response to the FCA interim report, we agree that transparency of charges and clarity of objectives could be improved and it should be easier to switch between funds. However we note the weakness of some of the evidence on which the FCA’s findings are based and do not find that the report provides strong evidence of a failure of price competition.

Finalists announced for the 2017 Research Challenge: The 'Investment Olympics'

CFA UK is pleased to announce the finalists in the the 2017 CFA Institute Research Challenge. The Research Challenge was introduced to a global audience in 2006 and is considered to be the 'Investment Olympics' for university students. This year's finalists will present and take questions from the panel of expert judges on their presentation on this year’s subject company, G4S.

CFA UK and Brandes launch 2017 essay competition with £5,000 prize

CFA UK and Brandes Investment Partners invite entries from young CFA UK member investment professionals to the 2017 essay competition in honour of Ben Graham - the father of both value investing and the CFA Program. There is a £5,000 prize on offer for the most compelling entry.

Lessons for today's investors from financial market history

From 18th century ‘structured finance’ and currency speculation in the Middle Ages, to stock market performance in the 20th and 21st centuries. A new book edited by two University of Cambridge academics chronicles the historical development of asset returns, stock exchanges, financial bubbles and innovation.

Investors struggle to find value in the face of market uncertainty and divergent interest rate movements

CFA UK Journalism awards

CFA UK announces the winners of its 2017 Journalism Awards. The awards are determined by reviews of multiple, anonymised submissions from leading national and investment publications and aim to reward publications and journalists whose work helps consumers and understand the investment profession better. To do so, their work should be explanatory, relevant, easy to read and backed up by data.

Investor perception of global bonds as overvalued remains at record level, whilst developed market equities rises to new high

CFA UK Valuations Index Q4 found that perceptions of developed market equities as overvalued rises to record high for third consecutive quarter and the views around government and corporate bonds being overvalued have risen steadily for the last four years and remain at record levels.

CFA UK Executive remuneration report 2016

CFA UK have supported the development of a research paper on the link between executive remuneration and economic value creation by Weijia Li and Steven Young of Lancaster University Management School. Li and Young’s study and is intended to contribute to the debate on this topic and might inform future consideration of remuneration committee reports on the design of executive compensations structures.

Investment professionals reiterate need for improved financial reporting

CFA UK research has highlighted aspects of financial reporting which investors feel need to be improved. The most important parts of the annual report are deemed to be the areas that require the greatest need for improvement and there is a continuing perception that financial reports contain too much irrelevant information.

Reduction in volume of fundamental research

Research by CFA UK, polling the views of more than 450 investment professionals, has highlighted a number of emerging trends and developments within the evolution of buy and sell-side fundamental research.

Gerry Fowler, CFA - appointed as new chairman of CFA UK board

CFA UK announced the appointment of its new chairman, Gerry Fowler, CFA. Gerry takes over from Natalie WinterFrost, CFA, FIA, and his nomination was ratified at the society’s Annual General Meeting on 29 November 2016.

CFA UK Gender Diversity Network recognised by Global Diversity List 2016

The achievements of the CFA UK Gender Diversity Network have been recognised by the Global Diversity List 2016 in the Top 10 Women's Employee Networks category - celebrating employee network groups established to work on gender diversity within organisations.

CFA UK comment on the FCA review into investment management 

"Fees and charges matter. They have a material impact on investor returns. We have always been clear that investors should be able to see the costs that relate to the management or administration of their assets. These should be comprehensively disclosed. The difficult question that has arisen is whether to show an estimate of trading costs ex ante or the actual figure ex post - and who should bear those costs."

Natalie WinterFrost’s speech to the annual chairman’s dinner 2016

"More for us to do to promote investment as a valued profession. Much for us to learn from other professions – notably medicine. Our progress will depend on our ability to draw on our members' support."

Investor perception of global bonds and equities as overvalued hits highest level

The perception of developed market equities as overpriced has reached new highs, with the proportion of respondents to the CFA UK’s Valuations Index viewing them as overvalued climbing from 40% at the beginning of 2016 to 67% in Q3. Whereas 27% considered developed market equities to be undervalued at the outset of 2016, only 10% now hold that view.

Global equities and bonds increasingly viewed as overpriced as uncertainty pervades markets

Perceptions of Developed Market equities as overpriced saw their sharpest rise in four years, climbing from 40% to 62% in the last quarter: a 22% increase.

CFA Institute survey shows global investment professionals think impacts of Brexit will be ongoing

Findings show further exits from the EU thought to be quite likely, though wholesale EU disintegration seen as unlikely, UK fragmentation also seen as likely and strong belief that ‘Brexit means Brexit’ and most expect uncertainty to last a year, but 44% expect it to last more than a year

Announcement of the winner of the CFA UK and Brandes Investment Essay Competition in honour of Benjamin Graham

Liam Nunn, CFA, equity analyst at Old Mutual Global Investors, was awarded the £5,000 prize for his essay on how Graham’s principles of investing safely and successfully reflect the way he practices today.

Survey shows global investment professionals believe Brexit would impact UK asset values

More than 1,750 investment professionals participated in a survey by CFA UK and CFA Institute, with more than 75% of respondents based outside the UK; 71% of respondents believe that a British exit from the EU would have a negative impact on UK portfolios over a one-year timeframe.

CFA UK Annual Ethics Survey results published

The society’s 2016 annual Ethics Survey indicates that some members are finding it increasingly challenging to adhere to the Code and Standards.

Investment profession’s value not widely understood: key challenges around communication, transparency

CFA UK’s new report into the “Value of the Investment Profession” finds that fairly positive view of profession by clients is not shared by wider society.

Perceptions of bond bubble continue to ease

The latest Valuations Index from CFA UK saw a significant drop in the proportion of investors who view bonds as being overpriced and a similar sharp fall in those who regard corporate bonds as overvalued.

CFA UK Women’s Network seeks to boost the gender diversity debate

In conjunction with CFA UK's Finance is for Girls event on 8 March 2016, the CFA UK Women’s Network conducted the first of a series of surveys to capture a snapshot of current market dynamics in place around the issue of gender diversity.

Can gender stereotypes limit opportunities for both sexes

Anne Richards, outgoing global chief investment officer at Aberdeen Asset Manager, gave a talk to CFA UK members on why mixed teams make better decisions. At the event she drew upon recent research to argue that diverse teams perform better than homogenous ones.

CFA UK and Brandes Investment Partners £5,000 essay prize 2016

The CFA Society of the UK and Brandes Investment Partners are delighted to invite entries from young investment professionals to a new essay competition in honour of Ben Graham.

University of Stirling wins CFA UK Final Global Research Challenge

CFA UK announced today that Stirling Management School, University of Stirling has won the UK local competition of the CFA Institute Research Challenge and now advances to next stage of the competition.

Practising mindfulness: increasing focus and clarity

The growing popularity of mindfulness has been fuelled by several scientific studies which have shown regular practice can reduce stress, anxiety and depression, among other benefits. Indeed CFA UK recently ran an event looking at the science behind mindfulness.

CFA UK recognises Sunday Times, Philip Coggan and Merryn Somerset Webb in our annual journalism awards

CFA UK is delighted to announce the winners of its annual Journalism Awards.

Developed market equities views as overvalued

CFA UK Valuations Index shows investor perception of overvalued bond market pervades against backdrop of rising interest rates and developed market equities viewed as increasingly overvalued.

FRC pledge to improve corporate reporting

FRC launches strategic report on clear and concise reporting.

James Montier: idolatry of interest rates

Not many professional investors can compare themselves to Morpheus from the cult film The Matrix and get away with it, but James Montier isn’t like most investors.

Professor Charles Goodhart: how the coming ‘army of the aged’ will impact global economy

Professor Charles Goodhart CBE, a leading global expert on monetary policy, banking and financial regulation, addressed CFA UK members last week on the outlook for policy rates.

The tide is turning on gender diversity

The ability to think long term is one of the attributes Virginie Maisonneuve – Chair of CFA UK Women’s Network– credits for her three decade career in asset management. French-born Ms Maisonneuve has worked as CIO-Equities, MD and portfolio manager at PIMCO, head of global equities, director and portfolio manager at Schroders and Co-CIO and portfolio manager at Clay Finlay.