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CFA Society Italy publications

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.

October 2023

Emerging Markets Fixed income 

 

CFA Society Italy is pleased to present the "Emerging Markets Fixed Icome" guidebook.

3 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 Fixed Income

May 2023

Fixed income - Una nuova era

 

CFA Society Italy is pleased to present the "Fixed Icome - Una Nuova Era" guidebook.

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.

 

Fixed Income - Una Nuova Era 

March 2023

Finanza Sostenibile in Italia: Obbligazioni e Finanziamenti 

 

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 

 

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 

 

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 

 

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 

 

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 

 

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 

 

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 

 

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 

 

CFA Society Italy , in collaboration with Vanguard is pleased to present the "Asset Allocation" guidebook.

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 

 

CFA Society Italy , in collaboration with AdvisorPrivate and Banor is pleased to present the "Value Investing" guidebook.

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 

 

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

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 

 

CFA Society Italy , in collaboration with AdvisorPrivate and GAM Investments is pleased to present the "Systematic Investments" guidebook.

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 

 

CFA Society Italy , in collaboration with AdvisorPrivate and J.P. MORGAN Asset Management is pleased to present the "Etf & Fund Selection" guidebook.

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 

 

CFA Society Italy , in collaboration with AdvisorPrivate and LAZARD is pleased to present the "Alternative Investments" guidebook.

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 

 

CFA Society Italy, in collaboration with AdvisorPrivate and AMUNDI, is pleased to present the "ESG Investing" guidebook.

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 

 

CFA Society Italy, in collaboration with AdvisorPrivate and Jupiter, is pleased to present the "Alternative  Investing" guidebook..

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 

 

CFA Society Italy, in collaboration with AdvisorPrivate and JPMorgan, is pleased to present the "Fixed Income" guidebook.

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 

 

CFA Society Italy, in collaboration with AdvisorPrivate and Invesco, is pleased to present the "Factor Investing" guidebook..

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.