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CFA Institute


CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow.

CFA Institute has more than 113,000 members in 140 countries and territories, including 102,000 CFA charterholders, and 137 member societies.

In August 2012, CFA Institute has named Paul H Smith as its Managing Director for Asia Pacific region.

CFA Institute in News

Curb Energy Consumption
(Family Features) Water heaters are energy intensive appliances. In fact, they are the second largest energy user in the home, and as they age, they become less efficient, requiring even more energy.

Dawson James Securities Launches Coverage of Comparative Biology and Veterinary Biotech Sector
BOCA RATON, FL--(Marketwired - December 09, 2015) - Dawson James Securities, Inc. today launched coverage of Comparative Biology and Veterinary Biotech with a comprehensive report written by Sherry Grisewood, Managing Partner, Life Science Research.

New conceptual framework to better achieve individual investors' goals

Update - CLS Investments Portfolio Managers Earn Prestigious Chartered Financial Analyst Designation
OMAHA, NE--(Marketwired - October 22, 2015) -

CLS Investments Portfolio Managers Earn Prestigious Chartered Financial Analyst Designation
OMAHA, NE--(Marketwired - October 21, 2015) -

Fundamental Research Corp Announces It Initiated Coverage of Trxade Group, Inc.
Trxade Group, Inc., (OTCQB: TRXD) is a web-based pharmaceutical marketplace engaged in promoting and enabling trade among independent pharmacies and large pharmaceutical suppliers nationally (wholesalers). Currently, the company's market platform is used mainly by around 4,300 retail pharmacies to purchase drugs from 24 wholesalers (supplier to pharmacy)

Franklin Templeton Expands Retirement Solutions Portfolio Management Team
Franklin Templeton Investments today announced that James Macey, CFA(1), has joined the Franklin Templeton Solutions team in a new role as a senior vice president and portfolio manager with a focus on retirement solutions.

Franklin Templeton Investments Launches Franklin Flexible Alpha Bond Fund
Franklin Templeton Investments today announced the launch of Franklin Flexible Alpha Bond Fund ("the fund") (NASDAQ: FABFX), which aims to provide attractive risk-adjusted total returns over a full market cycle by allocating its portfolio across a broad range of global fixed income sectors.

Top 100 Best Places to Work in IT Recognized by Computerworld
IDG's Computerworld -- the leading IT media brand dedicated to being the voice of business technology -- is proud to announce the 2015 Best Places to Work in IT list (Click here to tweet)

Franklin LifeSmart(TM) Expands Retirement Target Fund Lineup for US Investors
Franklin Templeton Investments today announced the expansion of its retirement target fund lineup for US investors with the introduction of Franklin LifeSmart™ 2055 Retirement Target Fund

Franklin Templeton Investments Launches Franklin Retirement Payout Fund Series
Franklin Templeton Investments today announced the launch of the Franklin Retirement Payout Fund series(1) designed to help defined contribution (DC) participants transition from savings to spending in retirement.

Wallick Investments Fidelis Scores 5-Star Morningstar Rating
COLUMBIA, SC--(Marketwired - May 20, 2015) - Wallick Investments, LLC is proud to announce Morningstar® has awarded Wallick Investments Fidelis Composite Separate Account a 5-Star Morningstar Rating™ for 3-year and overall performance among Large-cap core/blend managers for first quarter 2015

Thomson Reuters to Host 3rd Australian Regulatory Summit in Sydney
Summit to be held on May 27th, 2015 at the Sofitel Sydney Wentworth Hotel

Wallick Investments Welcomes Marc L. Murray, Principal and Senior Portfolio Manager
COLUMBIA, SC--(Marketwired - May 04, 2015) - Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, is proud to announce that Mr. Marc L. Murray has joined our team as principal and senior portfolio manager.

The Henley Business School Launches World-Class Executive Hedge Fund Program in Hong Kong
The Henley Business School today announced the launch of its Executive Hedge Fund Program in Hong Kong, a unique concept developed with Steve Bernstein, CEO of SinoPac Solutions and Services, a veteran of the Hedge Fund industry

EDHEC-Princeton Institutional Money Management Conference
 

Wallick Investments Welcomes Wade Stinnette, Principal and Senior Portfolio Manager
Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, is proud to announce that Mr. J. Wade Stinnette, Jr., longtime member of the Columbia community, has joined our team as principal and senior portfolio manager.

Ateneo de Manila University Takes Top Slot in CFA Institute Research Challenge Asia-Pacific Regional and Advances to Global Final
Ateneo de Manila University of the Philippines has edged out 20 other student teams from 15 countries(1) across Asia Pacific to win the ninth CFA Institute Research Challenge Asia-Pacific Regional, and will advance to the global final in Atlanta, Georgia, USA, on April 17, 2015.

Alkaline Water Co. Advises That Prime Equity Research, LLC Has Updated Coverage
The Alkaline Water Company Inc

Paul Smith Appointed President and CEO of CFA Institute
CFA Institute, the global association of investment professionals that sets the highest standards for education, ethics and professionalism, has named Paul Smith, CFA, currently managing director, APAC and global head, Institutional Partnerships at CFA Institute, as its new president and CEO, effective immediately

Alkaline Water Co. Announces Prime Equity Research, LLC Initiates Coverage
The Alkaline Water Company Inc. (OTCQB: WTER) (the "Company"), developers of an innovative state of the art proprietary electrolysis beverage process packaged and sold in 700ml, 1/2, 1, 3 liter and 1 gallon sizes under the trade name Alkaline88, is pleased to announce that Prime Equity Research, LLC's Vitalie Eremia, CFA analyst has Initiated research coverage on Alkaline Water Company Inc

Cognizant Partners With CFA Institute to Enhance Financial Knowledge of Its Business Process Services Talent

Michael Ford Joins Amundi Smith Breeden as Senior Vice President, U.S. Head of Consultant Relations
Amundi Smith Breeden today announced that Michael L. Ford, CFA, has joined the firm as a Senior Vice President and U.S. Head of Consultant Relations. Amundi Smith Breeden is the North American investment headquarters for Amundi, the leading European asset management firm with more than $1 trillion in assets under management.

Fiduciary Trust Company International Appoints Jeffrey MacDonald Director of Fixed Income Strategies
Fiduciary Trust Company International, a global investment management firm serving individuals, families, endowments and foundations and an affiliate of Franklin Templeton Investments, today announced the appointment of Jeffrey MacDonald, CFA(1) as Director of Fixed Income Strategies, effective immediately. Mr

Securities Commission Malaysia Waives Licensing Examinations to CFA(R) Charterholders

Advent Software to Present at InvestMNt Conference on August 6, 2014
SAN FRANCISCO - July 24, 2014 - Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services to the global investment management industry, announced today that the Company will present at the 2014 InvestMNt conference sponsored by CFA Society Minnesota. The all-day event will take place August 6 at the University of St. Thomas in downtown Minneapolis

University of the Philippines Diliman Wins CFA Institute Research Challenge Global Final
The University of the Philippines Diliman was declared champion of the eighth CFA Institute Research Challenge Global Final, an annual competition considered 'the investment Olympics' for university students

Fiduciary Trust's Ronald J. Sanchez Assumes New Role as Chief Investment Officer
Fiduciary Trust Company International, a global investment management firm serving individuals, families, endowments and foundations since 1931, announced today that Ronald J. Sanchez, CFA®(1) has assumed the position of chief investment officer. Mr. Sanchez succeeds vice chairman, S

BondEdge Solutions Launches Equities Analytics
BondEdge Solutions, an Interactive Data company and leading provider of fixed income portfolio management software, today announced at the annual CFA Institute Annual Conference, a new suite of equity analysis and reporting tools. This expanded offering will deliver cross-asset portfolio analysis and reporting capabilities.

American Investors Optimistic About US Equity Market in 2014, Remain Risk Averse
While American investors maintain an optimistic outlook for the US equity market in 2014, they continue to be risk averse, according to Franklin Templeton's annual Global Investor Sentiment Survey.

Stifel Hires Robert Hagstrom as Senior Portfolio Manager, EquityCompass Strategies
Stifel Financial Corp. (NYSE: SF) today announced that Robert Hagstrom will join its investment advisory subsidiary, EquityCompass Strategies, as Senior Portfolio Manager. Mr. Hagstrom will work from the firm's Baltimore office and will focus on developing equity strategies that will invest globally combining EquityCompass' quantitative approach and his own qualitative approach to investing.

Woodbridge International Continues to Expand Its Global Reach in Sydney, Australia
Woodbridge International, a mergers and acquisitions firm focused on middle market companies, has expanded its global footprint again by launching its new Australia office. Seasoned M&A professional David Burgess will be leading Woodbridge's Sydney-based Team.

Franklin Templeton Investments Introduces Franklin Pelagos Commodities Strategy Fund for US Investors
Franklin Templeton Investments today announced the launch of a commodities fund to be managed by Pelagos Capital Management, LLC, ("Pelagos") an alternative investments specialist acquired by Franklin Resources, Inc. in 2013. The Franklin Pelagos Commodities Strategy Fund (the "Fund"), is a liquid commodities fund available to US investors

Investors Trust in Finance Important in Achieving Sustainable Economic Growth
The fourth India Investment Conference:The Road Ahead for India and Emerging Economies opened in Mumbai on Friday with a call to safeguard investors’ trust as a pillar of economic growth, at a time when global confidence in the ability of the financial services industry to do what’s right for investors remains low

Franklin Templeton Investments Launches Franklin Global Listed Infrastructure Fund for US Investors
Franklin Templeton Investments today introduced Franklin Global Listed Infrastructure Fund, providing investors with access to a growing market driven by the global need to build or replace aging infrastructure.

Fiduciary Trust Appoints Viraj Patel as Director of Asset Allocation
Fiduciary Trust Company International, a global investment management firm serving individuals, families, endowments and foundations since 1931, has appointed Viraj Patel as Director of Asset Allocation, a position within the firm's investment platform.

Consolidated Water Co. Ltd. to Present at 17th Annual NYSSA Water Utilities Industry Conference on December 4, 2013
Consolidated Water Co. Ltd. (NASDAQ: CWCO), which develops and operates seawater desalination plants and water distribution systems in areas of the world where naturally occurring supplies of potable water are scarce or nonexistent, today announced that its Chief Financial Officer, David W

New Study Shows High-Yielding International Stocks Have Outperformed Their Peers
MILWAUKEE, WI--(Marketwired - November 18, 2013) -  Dividends matter for international investors. A recent study by Robert Sharpe of Heartland Advisors and G. Kevin Spellman, CFA, of the University of Wisconsin-Milwaukee quantifies the significant impact of dividends on international investing returns

General Metals Corporation Announces Release of Research and Equity Evaluation Report by Prime Equity Research, LLC
General Metals Corporation (OTCQB: GNMT) (BERLIN: GMQ) announces that Vitalie Eremia, CFA and Analyst with New York based independent research firm Prime Equity Research, LLC, has released an updated research and equity evaluation report on the Company.

Franklin Templeton and K2 Advisors Introduce Multi-Strategy Liquid Alternatives Fund for US Investors
Franklin Templeton Investments today announced the launch of its first multi-manager, multi-strategy mutual fund focused on alternative investment strategies, Franklin K2 Alternative Strategies Fund ("the Fund") (NASDAQ: FAAAX)

Franklin Templeton Investments Launches Actively Managed Franklin Short Duration US Government ETF for US Investors
Franklin Templeton Investments today announced the introduction of Franklin Short Duration US Government ETF (the "fund") (NYSE Arca: FTSD). This actively managed ETF seeks a high level of current income and preservation of capital by following a short duration US government portfolio strategy

CFA Institute Selects Simeio Solutions and CA Technologies to Help Manage and Secure the Identities and Access of 500,000 Members, Candidates, Employees and Other Stakeholders

BMO Private Bank: Two-Thirds of Arizona's Affluent Are Upbeat About the Future of the U.S. Economy
A study released today by BMO Private Bank has revealed that affluent Arizonans are optimistic about what the future holds for the U.S. economy. The study is the second in a series by BMO Private Bank examining trends among high-net worth individuals (those with investible assets of $1 million or more) in Arizona and across the country.

Jordan R. VanOort Earns Prestigious Chartered Financial Analyst Designation
Jordan R. VanOort, a Financial Advisor with the Collins Investment Group in Bethesda, MD, has earned the prestigious Chartered Financial Analyst® (CFA®) designation.

Franklin Templeton Investments Hires Drew Carrington to Head Defined Contribution Sales for US Institutional Marketplace
Franklin Templeton Investments today announced that Drew Carrington, CFA(1), CAIA, a 25-year industry veteran, will join the firm as senior vice president and head of Defined Contribution - Institutional, based in San Mateo, CA

Thomson Reuters to Host the Fourth Pan-Asian Regulatory Summit in Singapore
According to Survey, 97 percent of Compliance Practitioners Believe Regulatory Pressure Will Persist

Franklin LifeSmart(TM) Expands Retirement Target Fund Lineup for U.S. Investors
Franklin Templeton Investments today announced the introduction of four new funds within the company's retirement target fund line-up -- Franklin LifeSmart™ 2020, 2030, 2040 and 2050 Retirement Target funds -- to complement its existing 2015, 2025, 2035 and 2045 Retirement Target funds.

Commitment to Growing Business and Serving Clients Continues at Fiduciary Trust With Promotion of Carin Pai and Two New Hires
Fiduciary Trust Company International, a leading wealth management firm headquartered in New York City, announced that Carin Leong Pai, CFA(1), has been promoted to executive vice president and director of equity management where she will have broad responsibility for the firm's equity management competencies. Pai will also join Fiduciary Trust's Management Committee

BMO Global Asset Management Sees Renewed Potential in Commodity Sector Equities
Investors may recall that the commodities-driven Toronto Stock Exchange was a star performer for an extended period in the mid-2000s. Since then, this asset class, which had benefited from strong global growth during the early years of this century, has languished

Thomson Reuters To Host The Second Indonesian Regulatory Summit In Jakarta
Key themes include fraud, risk governance and compliance in the financial services industry

Monticello Associates Elevates Harrigan to Managing Director
Monticello Associates, Inc., one of the country's leading asset management consultants, today announced that Brian P. Harrigan, CFA, CPA, has been promoted to a Managing Director and shareholder of the firm.

SISM Research Initiating Coverage on Great American Energy
Zurich, Switzerland-based SISM Research today announced that senior analyst Ernest Schlotter is undertaking coverage of mineral exploration and development company Great American Energy Inc. (OTCQB: SRBL) (OTCBB: SRBL). Schlotter's initial report, which will include a 12- to 18-month stock target valuation and analyst's rating, is slated for publication within the next two weeks.

State Street Announces Winners of 2012 Institutional Press Awards, Asia Pacific
State Street Corporation (NYSE: STT) is pleased to announce today the winners of the inaugural State Street Institutional Press Awards, Asia Pacific, in recognition of outstanding performance in institutional financial services reporting across the region

Prime Equity Research, LLC Updates Research and Reiterates Speculative Buy on ESP Resources, Inc.
ESP Resources, Inc. (OTCBB: ESPI) (the "Company" or "ESP Resources"), a specialty chemical company to the oil and gas industry, today announced that Kipley Lytel, CFA and Senior Analyst with New York-based independent research firm, Prime Equity Research, LLC, has issued a research update and reiterated a speculative buy rating on ESP Resources, Inc.

CNR Announces the Appointment of a Non-Executive Director
China Metro-Rural Holdings Limited (NYSE MKT: CNR) is pleased to announce the appointment of Mr. HUI Wan Fai, Eddie ("Eddie" or "Mr. HUI") as a Non-Executive Director with effect from October 4, 2012.

ImageWare Systems Reports Strong Progress and Positive Outlook for Remainder of 2012
ImageWare Systems, Inc. (OTCQB: IWSY) (PINKSHEETS: IWSY), a leader in multimodal biometric security solutions, provided a corporate update today to highlight the company's progress over the past three months.

ImageWare Systems Elects Neal Goldman to Its Board of Directors
ImageWare Systems, Inc. (PINKSHEETS: IWSY) (OTCQB: IWSY), a leader in multi-modal biometric security solutions, announced that Neal Goldman has been elected to its board of directors effective August 7, 2012.

Dresner Partners Names Michelle Moreno Managing Director
Dresner Partners, a leading FINRA-registered, middle-market investment bank, announced today that Michelle Moreno CFA has joined the firm as managing director.

SISM Research Issues Ardent Mines Update Report
Zurich, Switzerland-based SISM Research recently issued a company research update on Ardent Mines Ltd. (PINKSHEETS: ADNT) (OTCQB: ADNT) written by senior analyst Ernest Schlotter, dated July 6, 2012. The report includes analyst Schlotter's company stock target valuation and rating, as well as cites Ardent's progress toward building "the next gold mine in Brazil."

Walsh University Wins Global Investment Research Challenge
The CFA Society of Cleveland today announced that Walsh University won the local round of CFA Institute's Research Challenge.

AMI Research Initiates Analyst Coverage on Argan, Inc.; BUY
AMI Research (http://www.amistockreports.com), a leading provider of equity research reports and a division of IR Firm, Hawk Associates Inc., announced today that it has initiated equity research coverage on Argan, Inc. (NYSE Amex: AGX).

AMI Research Initiates Analyst Coverage On China Kangtai Cactus Biotech; BUY
AMI Research, (http://www.amistockreports.com) a leading provider of equity research reports and a division of IR Firm, Hawk Associates Inc., announced today that it has initiated equity research coverage on China Kangtai Cactus Biotech, Inc. (OTCBB: CKGT).

Franklin Templeton Launches Multi-Asset Real Return Fund for U.S. Investors
Franklin Templeton Investments today formally announced that it has launched Franklin Templeton Multi-Asset Real Return Fund for U.S. investors. The new fund combines the distinct investment expertise of several Franklin Templeton investment management teams with the multi-asset management expertise of the Franklin Templeton Multi-Asset Strategies ("FTMAS") group.

New Kauffman Foundation Report Outlines Causes of Market Distortions Choking Recovery and Preventing New Growth Companies From Going Public
A form of indexed securities known as "exchange traded funds" -- or ETFs -- are distorting the markets to such an extent that they are threatening the growth of new companies by effectively curtailing their access to capital, according to a provocative new report issued today by Harold Bradley and Robert Litan of the Kauffman Foundation

AMI Research Updates Analyst Coverage on NeoGenomics; Maintains Outlook
AMI Research (http://www.amistockreports.com), a leading provider of equity research reports and a division of IR Firm Hawk Associates Inc., announced today that it has published updated equity research coverage on NeoGenomics, Inc. (OTCBB: NGNM) based on its third quarter 2010 financial earnings results.

TriPoint Global Equities, LLC Launches Its Life Science and Technology Banking Division
TriPoint Global Equities, LLC, a FINRA member and leading boutique investment bank that provides U.S. and non-U.S. companies with capital raising, corporate and strategic advisory services and assistance in listing on U.S. exchanges, today announces the launch of its LifeScience and Technology Banking Division. The LifeScience and Technology Division, headed by Ms

Bonanza Goldfields Names PM Foo Interim CFO
Bonanza Goldfields Corp. (PINKSHEETS: BONZ) ("Bonanza" or the "Company") is pleased to announce the appointment of Mr. Peng-Mun (PM) Foo to the position of Interim Chief Financial Officer effective immediately. He has been a member of the Bonanza advisory board since July 2011.

All American Gold Corp. Receives Speculative Buy Rating From Prime Equity Research, LLC
Kipley J. Lytel, CFA and Senior Analyst with New York based Independent Research firm Prime Equity Research, LLC, has initiated research coverage on All American Gold Corp. (OTCBB: AAGC) with a Speculative Buy Rating. The 18 page report details information on the company's business, opportunities and potential. According to analyst Lytel's report: "We Initiate Coverage of All American Gold Corp

Bonanza Goldfields Names Advisory Board Member
Bonanza Goldfields Corp. (PINKSHEETS: BONZ) ("Bonanza" or the "Company") is pleased to announce the appointment of Mr. Peng-Mun (PM) Foo to the Advisory Board.

Templeton Income Fund Changes Name to Templeton Global Balanced Fund
Franklin Templeton Investments announced today that Templeton Income Fund has been renamed Templeton Global Balanced Fund. Available to U.S. investors, the fund seeks both current income and capital appreciation by investing in global stocks and bonds.

China Metro-Rural Holdings Limited Announces Appointment of President and Chief Financial Officer
China Metro-Rural Holdings Limited (NYSE Amex: CNR) is pleased to announce the appointment of Dr. ZHANG Chunting as President and Mr. LEE Che Chiu, Arthur as the Chief Financial Officer of the China Metro-Rural Holdings Limited effective as of June 1, 2011.

Rogerscasey Hires Managing Director for Canadian Office
Rogerscasey, a global investment solutions firm serving institutional asset owners and financial services firms, announces that Claude Macorin has joined the organization as Managing Director of Rogerscasey Canada and will be primarily focused on servicing and developing the firm's Canadian institutional business.

UnionTown Energy Inc. Announces Independent Analyst Coverage Initiated With $8.00 Price Target
UnionTown Energy Inc. (OTCBB: UTOG) is pleased to announce that SISM Research of Zurich, Switzerland has initiated analyst coverage on UnionTown with a Speculative Buy rating and a 12 to 18 month price target of $8.00.

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