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2016 CFA Institute Americas Regional Meeting

CFA society leaders from the Americas region attended the annual conference in San Diego, CA on March 17-19. One of the primary discussion topics at the conference was the refreshed marketing and branding campaign, with the new slogan “A Difference That Matters”.  Tenets of the campaign effort include global print ads, electronic media via Captivate, and social media.    You can find more information about the campaign on ASFIP’s website or join the social media conversation at #CFADifference.

 

Recent publications by the CFA Institute, which our advisor members may find useful in discerning the CFA credentials to potential and existing clients, include: 

Additionally, the Institute recently released its “Trust to Loyalty” report which surveyed 3,312 retail investors from ten countries and 502 institutional investors from six countries.  The report seeks to determine the level of trust and loyalty within the investment community, what investors and clients primarily value from their financial service providers, and what attributes clients would specifically be willing to pay a premium fee to obtain.  All publications may be found at the CFA institute member webpage.

Another growing initiative within the Institute is WIM or Women in Investment Management.  Only 15% of global charterholders are women, and that number has remained fairly stagnant over a number of years.  Within the coming decade, almost one billion women may enter the global work force and could significantly shape the global economy.  Some of the objectives within this initiative is to promote the field of finance to emerging college graduates and young professionals, retain women in the profession and influence culture from within, and create demand for diversity as an industry imperative.  In order to achieve these objectives, the Institute believe it’s critical to provide greater visibility of successful women charterholders to its member communities, and promote how diversity may challenge thinking surrounding investment processes and improve investment outcomes.  Please see the video, Why Women Can Thrive in the Investment Management Industry.

The Institute hosted its inaugural WIM conference in June 2015, and the 2016 conference “Alpha and Gender Diversity: The Competitive Edge” is scheduled for September 14-15 in Boston.  This year’s conference has already built out a powerful and compelling agenda with a number of dynamic speakers, and registration is supposed to sell out fairly quickly.  We strongly encourage you consider attending or promoting this conference to colleagues who may have an interest in attending.    More information on WIM can be found at www.cfainstitute.org/WIM.

Programming was another highly discussed topic as society leaders shared ideas and experiences surrounding Career Building, Management and Transition workshops, focusing networking opportunities, and providing training to individuals who would like to mentor junior professionals.  Upcoming Future of Finance events for the month of May were shared among markets.  Since this topic is an emerging area of focus, we strongly encourage our members to provide feedback on our upcoming Future of Finance event (scheduled for May 18th) and also provide future programming suggestions.

Lastly, all Society members in attendance were required to participate in governance training and workshop, which will soon be rolled out across the Americas to all Board of Trustees and Executive Committee members.   The intent behind the training is to ensure all Boards are executing each Society’s mission and strategic objectives within a best practice framework, and to elevate accountability by articulating and tracking success measurement metrics. Governance training will be mandatory for all existing society based decision makers, and will also be required for any incoming decision makers. 

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