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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ESG Investments Guide

CFA Society Italy, in collaboration with AdvisorPrivate and Amundi, is pleased to present the ESG Investments Guide.


Unconstrained Fixed Income

This guide on “Unconstrained Fixed Income” aims to clarify the main characteristics of those securities that have a lower rating than Investment Grade (the so-called “junk” securities of the High Yield market), of bank subordinates, hybrid capital instruments issued by corporates, loans, private debt issues and securitisations with the most varied underlying assets.


Upcoming events

Buffet's Alpha Research

AQR Principal and Professor at Copenhagen Business School, Lasse Heje Pedersen, will present the findings of the paper Buffett’s Alpha – the winner of the CFA’s 2018 Graham and Dodd Awards of Excellence – showing that Buffett’s returns appear to be neither luck nor magic but, rather, a reward for leveraging cheap, safe, high-quality stocks.

28 October 2019, Monday
Milan, Sina De La Ville - Sala Duomo

FeeOnly Summit 2019

CFA SocietyItaly will take part to the FeeOnly Sommit 2019 that will take place in Verona, on October 29 and 30.


29 October 2019, Tuesday
Verona, Palazzo della Gran Guardia

CFASI Alternative Forum II - 2019 edition

As new assets enter negative rate territory, investors need to look elsewhere to achieve their return.  Suppressed by monetary policy, inflation and tariff, allocation to traditional asset is being reduced to the alternative counterparty. But complexity comes with threat!  Be part of the institutional investors who efficiently allocated in the alternative arena, enjoy the CFASI Alternative Forum!

05 November 2019, Tuesday
Rome, Palazzo Montemartini

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 whoever has any interest in learning more about the program as a whole and to prospect candidates for Level 1.



07 November 2019, Thursday
Milan, Eurizon

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Latest News

Unconstrained Fixed Income

CFA Society Italy and AdvisorPrivate, in collaboration with Nordea Asst Management is pleased to present the "Unconstrained Fixed Income Guide."

CFA Italy Radiocor Sentiment Index Survey - October 2019

CFA® Italian professional investors return positive on the future of the domestic economy: the “Sentiment Index” records a value of 7.9, after 16 months of negative surveys (since June 2018).

GIPS: among the best self-regulation examples of the financial industry

This article was written by Gabriele Montalbetti, CFA, GIS Steering Committee and published by Funds People magazine (Italian).


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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