Building a better investment profession

CFA Society Italy promotes the highest standards of ethics, education and professional excellence in order to serve society’s best interests.

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Thematic Investments

The new guidebook edited by CFA Society Italy and Advisor Private, in collaboration with Amundi Asset Management and cpr Asset Management, analyses the extended  landscape of thematic investing. Giacomo Fumagalli, CFA,  Francesco Mastroberardino, Angus Muirhead, CFA, Giancarlo Sandrin, CFA, Giovanni Semprini, CFA, Alessandro Stella, CFA talks - among others - about robotics and automation, healthcare innovation, cyber security, artificial intelligence and climate change.

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Equity Crowdfunding Guidebook

CFA Society Italy is pleased to introduce a new guidebook written by Marcella Pasi, CFA and CFA Society Italy Board Member, Oriana Cardani, CFA, Laura Oliva, Roberta Pierantoni and Patrizia Saviolo, CFA. Equity crowdfunding has opened up investing in startups to everyone, not just institutional investors or HNWI. The aim of this book is to describe the phenomenon within the italian context and analyze what are the drivers that makes an equity crowdfunding campaign successful, providing metrics for interested investors and entrepreneurs.  

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Upcoming events

CFA Candidate Information Briefing

CFA Society Italy is pleased to give extensive information on CFA Program and the value of the CFA Charter. 

This event is dedicated to prospect candidates and open to non Members of CFA Society Italy.

19 May 2021, Wednesday
Virtual Event

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Latest News

Equity Crowdfunding: Come bilanciare gli Interessi di Investitori e Imprenditori? April 28, 2021

Starting from the results of the “Equity Crowdfunding: una ricerca empirica del mercato italiano” Guidebook, we are pleased to invite you to the Round Table "Equity Crowdfudig: come bilanciare gli interessi di investitori e imprenditori?" on Apr. 28

CFA Society Italy Sentiment Index - Historical Series - April 2021

The monthly “CFA Society Italy Financial Business Survey & Sentiment Index” is the result of interviews to Italian financial professionals who are members of CFA Society Italy.

CFA Society Italy - Radiocor Financial Business Survey - April

Italian CFA® professional investors are positive on the prospects of the domestic economy over the next six months, with the "Sentiment Index" registering a value of 48.9.

CFA Society presenta paper su equity crowdfunding nel mercato italiano

This article was published by Investire nei Megatrend blog on March 25, 2021

Course on ESG Analysis & Investing - Second Edition

The second edition of the ESG Analysis & Investing course developed by CFA Society Italy and MIP - Politecnico di Milan will start on May 5, 2021. CFA Society Italy members will benefit from special conditions. Registrations open.


Collaborative WIM Initiative

CFA Society Italy is proud to support the Collaborative Women In Investment Management (WIM) Initiative, a partnership among 70 CFA societies and FPA chapters across US, Canada, EMEA and LatAm in a joint effort to promote inclusion and diversity in the investment management profession.

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Advance your career with CFA Society Italy membership - join our influential network of about 170,000 among the most qualified investment professionals worldwide.

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