Pixabay CC0 Public DomainPhoto: Jarmoluk
. Record Number of Aspiring CFA Charterholders Sit for Exams as Program Marks 55th Anniversary
CFA Institute, the global association of investment management professionals, announced that a record 227,031 candidates registered for Level I, II, and III CFA exams at 286 test centers in 91 countries and territories. The exams, administered on June 23, mark the 55th anniversary of the first CFA exam, which was held in June 1963. Since then, the CFA Program has seen steady annual growth, with a notable 20% increase in exam registrations in the past year alone.
“From our humble beginning in 1963 when we administered the exam to 284 candidates, CFA Institute has grown dramatically around the world in pursuit of its mission,” said Paul Smith, CFA, president and CEO, CFA Institute. “We fervently believe that charterholders raise the standards of the investment management industry and contribute to making finance a noble profession, and we are gratified and humbled that so many candidates share that belief. The examination is the first step to a professional life dedicated to client service, continuing education, and engagement with regulators to protect investors and clients.”
The Asia Pacific region continues to generate the highest number of candidates, with 120,436 registered for the June 2018 exam, accounting for 53 percent of the total. Registered candidates numbered 63,368 in the Americas, 28 percent of the total, and 43,227 candidates registered in Europe, Middle East, and Africa (EMEA), accounting for 19 percent of the total. The exam was administered at 286 test centers around the world, including new test center locations in Barcelona, Spain; Dalian and Hangzhou, China; Hyderabad, India; Ulaanbaatar, Mongolia; Rio de Janeiro, Brazil; and Lagos, Nigeria.
CFA Institute has more than 154,000 charterholders who work in some of the industry’s most prominent firms. In 1959, the Financial Analysts Federation (FAF) formed the Institute of Chartered Financial Analysts (ICFA) to establish standards of ethics and competence for security analysts, develop the exam, and bestow the title of Chartered Financial Analyst® (CFA) on those who passed. The FAF and ICFA eventually merged to form what is now known as CFA Institute. On June 15, 1963, the inaugural exam was administered at 27 test centers in the United States, Canada, and London to 284 candidates, six of whom were women. Today, over 84,000 (37%) candidates are women.
Funds Society's Charitable logo. Funds Society Launches a Charity Campaign
Since Funds Society began the publication of the three editions of its magazine, in Spain, the offshore market and, since this year, for the Latin American region, it has told the stories of numerous NGOs that, in some way, are linked or supported by the firms and professionals in the investment fund sector.
Now, our publication goes a step further and has decided to support the NGOs that go through this section with an online advertising campaign. The objective of this campaign is to grow the NGO’s visibility in our readership with a banner under the slogan ‘Solidarity Corner: Together we will make it possible’.
Funds Society will be donating 10% of its publicity impressions of the MPU format during eight weeks to the foundation that was featured in the Rincón Solidario or Solidarity Corner section in the magazine. As is logical, these banners will direct the reader to the official website of the NGOs so that they can learn more about their activity and the groups they serve; as well as collaborate with them, if they wish to do so.
This quarter, the protagonist in Spain is the Association of Relatives and Friends of Children with Cancer (Afanic), an entity that aims to cover the diverse needs that hospitalized children present at both medical and psychological, educational and recreational levels. The organization interprets that these are basic needs to enable their expected recovery and give adequate attention to their families. José Miguel Maté, CEO of Tressis, has run numerous marathons to raise funds for his cause, and collaborates with them closely.
In the case of the offshore market, this space is assigned to the Adam J. Lewis School (AJLP), a non-profit institution created in 2013 in tribute to Adam Lewis, who died on September 11. In this school, 18 children between three, four and five years of age study under a model that mixes Montessori, Piaget and Reggio Emilia techniques. By 2018, their goal is to double the size of the school and for that, they are looking to grow their donations considerably. Supporting them in this effort, is Richard Garland, director of Investec, who is running seven marathons in seven continents to raise 100,000 dollars, contributions he is planning to match.
Finally, in the Latin American region the featured NGO is Los Tréboles, an educational center, located in Montevideo. This center is winning the battle against school dropouts, one of the biggest educational problems in Uruguay. The NGO, which is financed in 40% by private donations (45% contributed by the State) serves 120 children and 40 teenagers from the Flor de Maroñas neighborhood. They have been 20 years in the area and in 2017 they managed to get only 1.5% of those attending the place to repeat the course.
Pixabay CC0 Public DomainFoto: Alex Huggan. Serena Williams encabeza el All Star Tennis Charity Event de Amundi Pioneer en Miami
Amundi Pioneer was proud to sponsor the Annual All Star Tennis Charity Event hosted by Cliff Drysdale on Tuesday, March 20th at the Ritz Carlton in Key Biscayne. Serena Williams, world-renowned tennis champion, headlined this year’s tournament, and was accompanied by tennis professionals: Simona Halep, Darren Cahill, Frances Tiafoe, and Nick Kyrgios.
2018 marks the 3rd year Amundi Pioneer has sponsored the event. This year the event benefitted ACEing Autism, a national non-profit organization that serves children with autism throughout the U.S. by enhancing their lives through tennis.
The round robin tournament gave the opportunity for 24 amateur players to interact, learn, and play with some of the best tennis players in the world. Select Amundi Pioneer representatives and U.S. offshore clients were invited to sit in the court-side VIP section at the tournament in support of the cause of the afternoon.
Richard Spurling, Executive Director & Founder at ACEing Autism, mentioned that his company services more than 1,000 autistic children nationwide every week and is working to expand to reach more children by enhancing their program offerings. Their plan is to reach 4,500 autistic children by the end of 2021.
According to Amundi Pioneer, “the event was a great success, and raised a grand total of $40,000 for an important charity.”
Please click here to view a video of the event. For any questions regarding this event, please contact Kasia Jablonski.
Pixabay CC0 Public DomainPhoto: Longines Global Champions Tour. The Longines Global Champions Tour is Set to Begin Next Thrusday
The 2018 season of the Longines Global Champions Tour is about to start. Spread over four days, the magical destination of Mexico City will welcome the world’s best horses and riders to the stunning Campo Marte grass arena for what promises to be an electric season opener.
Between march 22nd and March 25th, top riders will compete in Mexico before continuing the tour in Miami, Shanghai, Madrid, Hamburg, St Tropez, Cannes, Cascais, Monaco, Paris, Chantilly, Berlin, Londron, Valkenswaard, Rome, Doha, and Prague. The prizes top over 40 million euros, a new record.
The Mexico program with 1.165.380 in prizes along with each Longines Global Champions Tour and GCL event can be separated into two categories – CSI5* and CSI2* classes. The CSI5* is the top level competition, where the top ranked riders in the world will compete for the highest prize money, over the biggest fences – up to 1.60m which is the highest in the sport. The CSI2* classes are slightly smaller in height, and offer opportunities for many local athletes as well as international rising stars.
All the CSI5* rounds will be streamed live via our website featuring exclusive studio interviews, expert commentary and of course all the action from the arena.
Last year over 20,000 fans watched as the world’s best battled it out for top honours at the spectacular debut of Mexico City, with the grassy picture perfect arena of Campo Marte the stunning setting for the first even of the season. With the top riders in the world hungry to get the season started and lay down an early gauntlet for the 2018 Champion of Champions title, the event promises to be full of fierce rivalry, top entertainment and world-class sport.
Pixabay CC0 Public Domain. Funds Society Celebrated its 5th Anniversary with a Party in Miami
January 11th marked Funds Society’s fifth anniversary celebration. The party took place on the terrace of the East Hotel, in Brickell City Center. More than 100 professionals from the top asset and wealth management firms with in Miami and New York were able to enjoy a cocktail and strengthen ties with their colleagues and competitors.
The magazine’s team, with local presence in Madrid, Mexico, Miami, Montevideo and Rio de Janeiro, celebrated more than 5 years of offering news and exclusives about the investment fund industry and presented the number 13 of the US Offshore edition of the print magazine, to which you can subscribe through this link.
Along with it, the second edition of the Asset Managers Guide was distributed, which contains information on more than 60 international fund managers doing business in the market of non-residents in the United States (NRI). The first issue of the 2018 magazine will be at the readers’ tables over the next few days.
Pixabay CC0 Public DomainJackmac34. Institutional Investor Journals to Join Pageant Media
Pageant Media, the business information specialist, acquired the Institutional Investor Journals (II Journals), a business which produces in-depth, original and practical research in global investment and finance aimed at professional institutional investors. The portfolio consists of 12 titles, covering various disciplines in portfolio management and has an extensive online archive of almost 10,000 research articles. The Journal of Portfolio Management is the flagship title, recognised as the authoritative practitioner research title.
Pageant Media is one of the financial sector’s fastest growing providers of intelligence and insight. The company, founded in 1998, provides membership services offering senior professionals – across a range of industries, including hedge funds, mutual funds, private equity and real estate – exposure to market leading news and analysis, data and events.
This acquisition provides Pageant Media with synergy opportunities within its existing market-leading products, notably Fundmap, HFM Global and Fund Intelligence, and will increase the company’s reach in the institutional investment space.
Commenting on the announcement, Charlie Kerr, Chief Executive of Pageant Media, said: “The II Journals are recognised across the asset management sector for their excellence in providing senior professional investors and leading academics with informed and thought-provoking technical analysis. We look forward to investing further in these titles and are excited to begin thinking about the ways in which the specialist knowledge exhibited in these journals can bolster the growing information and networking services we provide to our hedge fund, private equity, real estate and mutual fund communities.”
Institutional Investor Journals were previously owned by Euromoney Institutional Investor, with the business located in New York. Staff will join Pageant Media’s New York offices.
Pixabay CC0 Public DomainFoto: NYSE. El New York Stock Exchange prepara una fiesta musical para iluminar su árbol navideño número 94
The New York Stock Exchange will celebrate its traditional Annual Christmas Tree Lighting on November 30th. The 94th annual lighting of the NYSE Christmas Tree, to celebrate the holiday season, will have Z-100 on-air personality DJ Nico as emcee this year. The ceremony will feature musical performances from 2:30pm – 6pm including the Rockettes, Chilina Kennedy and The Drifters of Broadway’s Beautiful and appearances by the Budweiser Clydesdale, Miss America Cara Mund, Daymond John of ABC’s Shark Tank, Mr. Met, Macy’s Santa Claus and many more.
The Closing Bell will be rung by performing artists and notable guests participating in the Tree Lighting ceremony. The NYSE Christmas Tree will be illuminated at 5:00 p.m.
There will also be photo Ops with Macy’s Santa Claus and the Budweiser Clydesdale, and Twitter will serve Hot Cocoa to the public.
You can watch the live feed of festivities in this link.
Pixabay CC0 Public DomainFotos cedidas. Richard Garland, de Investec, correrá un maratón por el Polo Sur, buscando siete maratones en siete continentes
Richard Garland, Managing Director for Investec has pledged to run Seven marathons in Seven continents, looking to raise 100,000 US dollars for the Adam J Lewis Education Foundation. Garland will match 100% of all donations.
The Adam J. Lewis Preschool (AJLP) is a nonprofit community-based preschool serving three-, four-, and young five-year-olds, located in the West End of Bridgeport, CT—a community faced with deep-seated challenges and limited educational opportunities. AJLP was founded in memory of Adam Lewis, who died in the World Trade Center on September 11, 2001.
He has already ran 5 marathons in 4 continents: New York, Boston, London, Lewa, Kenya and Tokyo. On November 24 he will be running the Ice Marathon in Antarctica, which will be his 5th continent.
This race, which takes place at an altitude of 700 metres, presents snow and ice throughout, an average windchill temperature of -20C, and the possibility of strong Katabatic winds to contend with. The four-day 2017 itinerary will see competitors fly from Punta Arenas, Chile, on November 23rd, returning on the 26th.
Garland told Funds Society that this will be his first time running a marathon in the snow and that he has been preparing mentally given that, unlike other marathons- there will be no cheering along the route, and thus, runners -about 50 or 60 of them, have to rely upon themselves to push onward in the hushed, indomitable surroundings.
Please help him achieve his target by donating here.
Pixabay CC0 Public DomainFoto y video cedidos. Pioneer Investments Sponsored the All-Star Tennis Charity Event in Miami
Pioneer Investments’ U.S. Offshore Miami office had a fun and busy month in March in sponsoring two high profile tennis events locally.
While the Miami Open tournament provided an exclusive atmosphere to spend quality time with key clients, the Pros in town also provided a unique opportunity to give back to the community.
For the 2nd year, Pioneer Investments is a proud sponsor of the All-Star Tennis Charity Event in partnership with Cliff Drysdale Tennis and the Ritz Carlton, Key Biscayne to benefit First Serve Miami. The Tuesday March 21st event was a success with great representation from both the U.S. Offshore clients, and the stars: Venus Williams, Chris Evert, Jack Sock & Nick Kyrgios.
For more information, please contact: Kasia Jablonski VP, Regional Marketing Manager – U.S. Offshore & Latin America Kasia.Jablonski@PioneerInvestments.com
