CFA Society Edmonton

CFA Institute's new study reveals 85% of CFA Institute members take E, S, and/or G factors into account when investing - up from 73% just 3 years ago! What has influenced this shift and how can #investmentmanagers adapt? Download the report:

In this episode of Take 15, John Chisholm, CFA, co-CEO and co-founder of Acadian Asset Management, takes the audience deep into the world of machine learning and data science as he discusses where he sees innovation taking place and what is important in building a firm culture where quants can thrive. He offers advice for those considering a career in quantitative investing and shares his views on ESG investing, the outlook for value, and more. Listen now: https://buff.ly/3qCtHZg

Company insiders tend to go silent when they possess private information not yet reflected in stock prices, research shows. Can this silence help investors? Read on:

The pandemic has spurred the development of Employer Salary Advance Schemes (ESAS), or on-demand pay. Is it here to stay? Read on for Nataliia Pelykh's thoughts: https://buff.ly/3ph0xNu

Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together? Read on from Enterprising Investor:

What are the top three ETF trends investors should be watching? How do ETFs rank as liquidity providers during times of crisis? What's next in the ETF space? In this new episode of CFA Institute's Take 15 podcast, Salim Ramji, CFA, global head of iShares and Index Investments for BlackRock, addresses these questions and more in a wide-ranging conversation about the state of the industry and the outlook for 2021 and beyond. Listen here:

Recent volatility notwithstanding, many investors look at the NASDAQ today and have a sense of déjà vu. They are starting to describe the index’s performance with terms like those trotted out during the tech bubble of the late 1990s. Valuation levels for these new tech darlings, the analysts tell us, are frothy, excessive, and every so often, bubble-like. So what are we to make up off all this? Is the NASDAQ headed for another crash, a bust of potentially dot-com bubble proportions? Read the full post at: http://ow.ly/PESn50CcR0o

We're so thrilled to be able to join forces with CFA Society Calgary and CFA Society Winnipeg to bring you a unique event for the upcoming Forecast Dinner Experience! Make sure your calendars are marked for January 21st, 2021 and stay tuned for more information and the start of registration coming soon!

What is blockchain and how can it help with the production of financial reporting data? Mohini Singh, ACA discusses key insights from the "Blockchain Technology for Corporate Reporting: An Investor Perspective" report. Read on: http://ow.ly/3ubq50C5rxc

Investment professionals have been overwhelmed in recent years with tips and tricks on how to win the loyalty of the millennial generation. Yet time flies, and now the oldest members of this mercurial cohort are approaching middle age. Today another generation is emerging that deserves our attention: Gen Z. Read More: http://ow.ly/kDKg50C5rqS

Mark your calendars and join us on January 21, 2021 for the upcoming Forecast Dinner Experience! Although the Annual Forecast Dinner is getting a bit of a makeover for 2021, we are committed to bringing you the same high calibre speakers and experience that you are used to, but virtually! A joint collaboration from CFA Society Calgary, CFA Society Edmonton and CFA Society Winnipeg, we are thrilled to be working together and look forward to welcoming you online. Stay tuned for more details coming soon!

How can asset managers embed responsible #innovation into their products? Fabrizio Palmucci, CFA, shares insights from an Asset Management Innovation (AMI) Initiative roundtable. http://ow.ly/T7dV50BXZD5 #assetmanager

While mentoring brings purpose and satisfaction, it can be draining. But while plenty of literature focuses on general #mentorship strategies the why, what, who, where, and when strategies to save time and energy are often overlooked. Read more about Harvard Business Review's fuel-efficient mentoring approach. http://ow.ly/sI3v50BXYDM

When trust is in short supply, ethics becomes a powerful differentiator and a force for good. #GlobalEthicsDay2020 is a way to celebrate taking ethics from principles to practice.

Ethical decision making starts with understanding what's at stake and having a sound framework for your actions. New CFA Institute Refresher Readings immerse you in challenging #ethics and #codeofconduct case studies and scenarios that keep your practice in sound boundaries. http://ow.ly/9Uvr50BLfKi

Clients needing wealth management are a growth area for your practice, but their needs are changing. The new 2021 Refresher Readings ensure you ask clients the right questions and help them navigate their complex choices. Download the full reading, available to members: https://cfainst.is/32UcKji #2021RefresherReadings #taxes #investments

Happy Thanksgiving!

Registration is now open for our latest webinar! Join us on Wednesday, October 28 for 'A Credit Cycle Like No Other' with Timothy O'Hara who will discuss the impact of COVID-19 and the opportunities BlackRock sees today across credit markets. Learn more and register now: http://ow.ly/Ktc850BNHnl

This morning CFA Institute announced the postponement of December 2020 CFA Exams in a number of locations, including Edmonton and Calgary. If you are a candidate, please check your email for more information and your next steps. For all the latest updates check CFA Institute's website: http://ow.ly/e8FX50BMbEG