CFA Institute.
American professional association
- Reports this week
- 0
- Active events
- 0
- Connections
- 37
What's happening
Earlier this month
One to three months ago
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CFA Institute researchers studied Target Date Fund (TDF) performance, while Voya, AllianceBernstein, and Deloitte provided related insights.Some support1 report
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CFA Society Sri Lanka operates in Sri Lanka.Some support1 report1 development inside
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Simon Ng delivered a keynote at the CFA Society awards, which was attended by the SEC Chairman.Some support1 report
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Index Fund Advisors and CFA Institute shared a focus on financial education and investment research.Some support2 reports1 development inside
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CFA research reveals that the average inheritance value is currently below $300,000.Some support1 report
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Richard Ennis and CFA Institute published analyses on institutional investment models and endowment returns.Some support1 report
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CFA Institute published research examining market structure shifts within the private credit market.Some support6 reports
Gone quiet
No new reports in 90+ days-
CFA Society Cyprus represents the CFA Institute in Cyprus.Some support1 report
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A new report details how wealth held by the top 10% grew by 4%, alongside findings that Gen Z is less likely to invest in mutual funds and 70% hold crypto.Some support1 report
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Financial regulators and institutions discussed tokenized wholesale markets, pension simplification, and youth financial anxiety.Some support1 report2 developments inside
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CFA Institute surveyed views on SEC reporting rules.Well supported3 reports
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CFA Society Bangladesh operates as the local member society under the umbrella of the CFA Institute.Some support1 report
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Mercer and CFA Institute jointly published the Global Pension Index.Well supported4 reports
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Boundless Learning and CFA Institute were victims of financial fraud perpetrated by a former executive.Some support1 report
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Executive orders were signed to open private equity access, coinciding with warnings from the CFA Institute regarding changes to retirement plans.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching CFA Institute
Events traced to CFA Institute, step by step, newest firstAround CFA Institute this week
News at the entities that move CFA Institute most-
SEC OperationalMSCI index rules may affect Bitcoin companies, while warnings caused stock market crashes in Turkey and Indonesia.Moves CFA Institute
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Bangladesh StructuralThe Bangladesh Jewellers Association and Reuters reported on local gold price changes and movements in Bangladesh.Moves CFA Institute
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Tata Consultancy Services StructuralTata Consultancy Services (TCS) was recognized in the Greater Philadelphia area.Moves CFA Institute
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Panama OperationalBacalia Group operates marinas in Puerto Rico, and Panama discusses its strategy at the World Economic Forum.Moves CFA Institute
Connections
The 23 strongest of 37, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Winters Structural
Winters holds the position of senior director at the CFA Institute.
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Society Structural
The local society operates as a member body within the global network of the CFA Institute.
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Tata Consultancy Services Structural
TCS integrates the professional standards and credentials of the CFA Institute into its employee development and corporate practice.
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Mercer Operational
Mercer and CFA Institute collaborate on the production and publication of the Global Pension Index.
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Bangladesh Structural
The local society in Bangladesh operates as a member chapter of the international CFA Institute.
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Chris Fidler Structural
Chris Fidler holds a senior director role at the CFA Institute focused on global industry standards.
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Boundless Learning Operational
The two entities are viewed as competitors in the professional and educational spheres, linked by shared industry challenges like financial fraud.
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Panama Operational
CFA Institute standards are cited as supporting the credibility of Panama's financial sector.
Show all 23 connections
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Kurt Schacht Operational
A contributed expert content to B's platform as part of an ongoing professional partnership.
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Index Fund Advisors Mentioned together
The entities are co-mentioned due to their shared focus on financial education and investment research.
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Darryl Chan Mentioned together
Both entities participated in a dialogue focused on accelerating SME transition finance.
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SEC Operational
SEC regulatory proposals influence the investment community views tracked by the CFA Institute.
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iCapital Operational
Both the CFA Institute and iCapital publish analyses focused on institutional investment models.
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Tdf Operational
CFA Institute researchers studied Tdf's performance.
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Tom McCullough Operational
Tom McCullough participated in a webinar hosted by the CFA Institute.
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Financial Conduct Authority Mentioned together
Both bodies are cited as commenting on the need for legal clarity regarding tokenized markets.
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Gallup Mentioned together
Gallup's data is relevant to the general context of retirement planning, a domain associated with the CFA Institute.
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Tim Nash Operational
Tim Nash advocates for clearer voluntary ESG standards, creating a competitive tension with the CFA Institute's established norms.
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Sri Lanka Shared context
The CFA Institute maintains a presence and operates within the geographical and regulatory context of Sri Lanka.
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Richard Ennis Mentioned together
Richard Ennis contributes published analysis regarding endowment returns within the domain of the CFA Institute.
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Donald Trump Mentioned together
The CFA Institute issues warnings regarding retirement plans, a topic of shared professional interest.
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Hong Kong Shared context
Hong Kong serves as the location where the CFA Institute holds its professional forums.
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Cyprus Shared context
The CFA Institute maintains a representative presence within Cyprus.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
2 eventsAugust 2026
3 eventsShow 2 earlier months
July 2026
6 events- CFA Society Sri Lanka operates in Sri Lanka.
- Index Fund Advisors and CFA Institute shared a focus on financial education and investment research.
- CFA Society Cyprus represents the CFA Institute in Cyprus.
- A new report details how wealth held by the top 10% grew by 4%, alongside findings that Gen Z is less likely to invest in mutual funds and 70% hold crypto.
- CFA Institute surveyed views on SEC reporting rules.
- CFA Society Bangladesh operates as the local member society under the umbrella of the CFA Institute.
June 2026
4 events- Financial regulators and institutions discussed tokenized wholesale markets, pension simplification, and youth financial anxiety.
- Mercer and CFA Institute jointly published the Global Pension Index.
- Boundless Learning and CFA Institute were victims of financial fraud perpetrated by a former executive.
- Executive orders were signed to open private equity access, coinciding with warnings from the CFA Institute regarding changes to retirement plans.