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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 Analysis & Investing Course | VI Edition - November 2022

ESG Analysis & Investing Course - VI edition. November 2022. The course, created by CFA Society Italy and POLIMI, Graduate School of Management, aims to provide participants with the necessary skills to master and apply ESG analysis methodologies to the evaluation of companies and securities, to portfolio choices and reporting. Registrations are now open!

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Fixed Income ESG Guidebook

Fixed Income ESG - a guidebook edited by CFA Soceity italy in collaboration with Advisor Private and BlueBay Asset Management treats of the integration of ESG factors into bond investment processes, thematic investments, corporate green bonds, sustainability-linked bonds. Read the guidebook to learn more.


Upcoming events

ESG Considerations in Credit Analysis & Ratings, and Latest Trends in Structure Finance

Join us in Moody’s presentation on its general principles for assessing ESG considerations in credit analysis and its ratings, and its ESG scores. Moody’s will also provide an overview of activity and performance in the securitisation market.

28 September 2022, Wednesday
Milan, The Square Hotel

Undiversified: The Big Gender Short in Investment Management

Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. What are the causes of this underrepresentation, and what are its consequences—including for firms’ and clients’ bottom lines? Join us LIVE to greet Ellen Carr and Katrina Dudley to discuss their personal stories, their research (supported by the CFA network), and their insights to help navigate our own careers.

18 October 2022, Tuesday
Virtual Event

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.

20 October 2022, Thursday
Virtual Event

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Latest News

Invitation to Collaborate in the ESG Engagement Initiative of "Forum per la Finanza Sostenibile"

The Engagement working group, created within Forum per la Finanza Sostenibile, invites all CFA Society Italy members who will participate to the next Sustainability Week of Borsa Italiana to an initiative to collect ESG data from companies.

CFA Society Italy Sentiment Index - Historical Series - August 2022

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 - August

Italian CFA® professional investors increase their negativity on the prospects of the domestic economy over the next few months, with the “Sentiment Index” reaching a further minimum value in the historical series (from January 2015) at -74,1 points.

ESG Analysis & Investing Course | VI Edition - November 2022

Register to the VI edition of the ESG Analysis & Investing Course created by CFA Society Italy and POLIMI, Graduate School of Management. Start date: 7 November 2022

Renew your CFA Society Italy Membership

CFA Society Italy Membership renewal campaign for 2022 - 2023. Renew now!


Collaborative WIM Initiative - A Global Alliance to Further Inclusion & Diversity

CFA Society Italy is proud to support the Collaborative Women In Investment Management (WIM) Initiative, a partnership among 80 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 178,000 among the most qualified investment professionals worldwide.

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