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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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BRRD Revisioni e Applicazioni

This paper discusses the completion and implementation of the significant overhaul of the European financial regulatory framework in response to the financial crisis, including the revision of the resolution framework for banks, which remains a major area of the European Commission’s work. It also analyses and scrutinises some specific cases of financial institutions that have gone through the resolution procedure.

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Etf & Fund Selection

The active and passive funds management remains much debated within the industry. The authors of this guide affirm that the two management styles can easily cohexist within a portfolio.  They show how the active and passive management can be combined and what are the evaluation criteria for both of them. This guide also explains how professional investors select and use the so-called third-party funds, be they active or passive products.

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Upcoming events

CFASI Quantitative Forum 2019 Milan

Join us to discuss highly topical subjects of Quantitative Finance.
We will consider how technologies and the new data analyses techniques can be applied to implement investments' strategies.
Theoretical and practical approaches will be presented, together with next challenges.

14 May 2019, Tuesday
Milan, Refinitiv

2019A Mock Exam Live Experience

CFA Society Italy offers a Mock Exam Live Experience to all CFA Candidates registered for all levels of June 2019 Exam

01 June 2019, Saturday
Milan, Università Cattolica del Sacro Cuore - Room G.118 Benedetto XV

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Latest News

ESG Integration in Europe, The Middle East, and Africa: Markets, Practices, and Data.

Report by CFA Institute and the PRI Highlights Best Practices in ESG Integration Across EMEA. Findings show wide range of ESG integration practices in eight EMEA markets from the United Kingdom to South Africa.

How to Choose Sustainable Investments

In collaboration with Funds People, the magazine specialised in asset management, CFA Society Italy is proud to present an article written by Luca Grassadonia, CFA, on sustainable investments.

 

MiFID II Survey Results

While MiFID II has brought transparency and competition to the investment research business, CFA Institute research shows it has led to reduced research budgets, cuts to analyst jobs, and rising concerns over research quality and coverage.

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Advance your career with CFA Society Italy membership - join our influential network of about 160,000 among the most qualified investment professionals worldwide.

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