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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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Systematic Investments

This guide aims to explore the topic of systematic investments, looking at their origin, understanding their connection with behavioral finance, analysing pros and cons, while observing their concrete applications in investment opportunities.


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.


Latest News

Access Scholarships Program Open until September 15

Applications can be submitted on the CFA Institute Website.

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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