CFA Society Italy contributes analysis and comment on issues related to ethics, professional standards, integrity of capital markets, and financial education.
CFA Society Italy is pleased to introduce the latest articles and research published by its Members.
March 2023
Finanza Sostenibile in Italia: Obbligazioni e Finanziamenti Guidebook
CFA Society Italy is pleased to present the "Finanza Sostenibile in Italia: Obbligazioni e Finanziamenti Guidebook."
2 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Finanza Sostenibile
February 2023
Private Markets Guidebook
CFA Society Italy is pleased to present the "Private Markets Guidebook."
4 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Private Markets
October 2022
Investimenti ESG Guidebook
CFA Society Italy is pleased to present the "Investimenti ESG Guidebook."
4 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Investimenti ESG
May 2022
Fixed Income ESG Guidebook
CFA Society Italy is pleased to present the "Fixed Income ESG Guidebook."
2 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Fixed Income ESG
September 2021
Emerging Markets Guidebook
CFA Society Italy is pleased to present the "Emerging Markets Guidebook."
2,5 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Emerging Markets
September 2021
Thematic Investments Guidebook
CFA Society Italy is pleased to present the "Thematic Investments Guidebook."
4,5 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Thematic Investments
February 2021
Equity Crowdfunding Guidebook
CFA Society Italy is pleased to present the "Equity Crowdfunding Guidebook."
5,5 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Equity Crowdfunfding
January 2021
Passive Investments Guide
CFA Society Italy and Advisor PRIVATE, in collaboration with Amundi ETF, Indexing e Smart Beta is pleased to present the "Passive Investments Guidebook."
4 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Passive Investments
October 2020
Asset Allocation Guidebook
CFA Society Italy , in collaboration with Vanguard is pleased to present the "Asset Allocation Guide."
3,5 PL according to the Professional Learning Program.
CFA Institute and CFA Society Italy Members: to self-document your PL activity, please visit online PL tracker.
Asset Allocation
May 2020
Value Investing Guidebook
CFA Society Italy , in collaboration with AdvisorPrivate and Banor is pleased to present the "Value Investing Guide."
3 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Value Investing
October 2019
Unconstrained Fixed Income Guidebook
CFA Society Italy , in collaboration with AdvisorPrivate and Nordea Asset Management is pleased to present the "Unconstrained Fixed Income Guide."
3,5 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Unconstrained Fixed Income
May 2019
Systematic Investments Guidebook
CFA Society Italy , in collaboration with AdvisorPrivate and GAM Investments is pleased to present the "Systematic Investments Guide."
3 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Systematic Investments
March 2019
Etf & Fund Selection Guidebook
CFA Society Italy , in collaboration with AdvisorPrivate and J.P. MORGAN Asset Management is pleased to present the "Etf & Fund Selection Guide."
3,5 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Etf & Fund Selection
February 2019
Alternative Investments Guidebook
CFA Society Italy , in collaboration with AdvisorPrivate and LAZARD is pleased to present the "Alternative Investments Guide."
5,5 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Alternative Investments - Le Principali Tipologie
October 2018
BRRD Revisioni e Applicazioni
CFA Society Italy is pleased to present the "BRRD Revisioni e Applicazioni."
1,5 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
BRRD Revisioni e Applicazioni
October 2018
ESG Investment Guidebook
CFA Society Italy, in collaboration with AdvisorPrivate and AMUNDI, is pleased to present the ESG Investing Guide.
4,5 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
ESG Investments Guide
August 2018
Alternative Investment Guidebook
CFA Society Italy, in collaboration with AdvisorPrivate and Jupiter, is pleased to present the Alternative Investing Guide.
2,5 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Alternative Investments Guide
June 2018
Fixed Income Guidebook
CFA Society Italy, in collaboration with AdvisorPrivate and JPMorgan, is pleased to present the Fixed Income Guide.
7 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Fixed Income Guide
April 2018
Factor Investing Guidebook
CFA Society Italy, in collaboration with AdvisorPrivate and Invesco, is pleased to present the Factor Investing Guide.
4 CE according to CPD Program.
CFA Institute and CFA Society Italy Members: to self-document your CPD activity, please visit online CE tracker.
Factor Investing Guide
February 2017
BRRD e Bail-in. Implicazioni per l'Analisi del Settore Finanziario e la Tutela dell'Investitore
Michele Carnovale - Elisa Coletti - Salvatore Cozzolino - Paolo Guida, CFA® - Denis Manzi, CFA® - Serena Marchesi - Angelo Meda, CFA® - Laura Oliva - Martino Panighel, CFA® - Federico Reggianini, CFA® - Monica Romanin, CFA® - Francesco Rossi, CFA® - Giancarlo Sandrin, CFA® - Fabio Sposini
BRRD e Bail-in. Implicazioni per l'Analisi del Settore Finanziario e la Tutela dell'Investitore
DISCLAIMER
The views expressed in these articles and researches are those of the authors and do not represent the views of, and should not be attributed to, CFA Society Italy and CFA Institute. The content of these articles and researches does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this material. Nor does this content constitute an offering or recommendation by CFA Society Italy of any security or advisory service. CFA Society Italy does not represent that the securities, products, or services discussed on, or accessible through, this material are suitable for any particular investor. Investors should consult a financial advisor for advice suited to their individual financial needs. CFA Society Italy cannot guarantee the accuracy or completeness of any statements or data contained on this material.