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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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Building Relevance, Earning Trust

This one-hour live virtual event will discuss the latest CFA Institute investor trust study, “Earning Investors’ Trust,” and examine how trust in the investment industry has evolved.

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Value Investing

The Value Investing guidebook, produced by CFA Society Italy and ADVISOR - Open Financial Communication, in collaboration with BANOR SIM SpA, aims to highlight the key points of the value investing as well as those peculiarities that, today, make it effective to manage a crisis like the one we are living.

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Latest News

CFA Society Italy Sentiment Index – Historical Series - June 2020

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 Sentiment Index Survey - June 2020

Italian CFA® professional investors are now positive on the future of the domestic economy over the next six months, with a Sentiment Index registering a value of +32,1.

Capital Formation: Investing Pension Contributions in Private Markets Responsibility

This research by CFA Institute identifies the capital formation opportunities for defined contribution pension plans in the private European market. It also includes the result of a workshop among Italian investors about individual savings plans .

Earning Investors’ Trust

Transactions cannot occur effectively without trust. For the investment industry, the questions we must explore today are: what does it take for someone to put their capital at risk and entrust their funds to someone else to manage?

Interview Series on Impact of COVID-19

Interviews with members and industry influencers that highlight how COVID-19 is impacting business, work-life, markets and economy during these changing time.

 

#10 Strategie per Ripartire

A complete guide to analyse 10 investment tools:  Asset Allocation,  Factor Investing,  Thematic Investing,  ESG,  Liquid Alternative,  Private Equity,  Real Estate, Private Debt,  Commodity and Infrastructure

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Advance your career with CFA Society Italy membership - join our influential network of about 167,000 among the most qualified investment professionals worldwide.

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