Brian Henderson, PLSA

PLSA launches new ESG and stewardship guidance for pension fund trustees

Tue, 18/06/2019 - 10:56

The Pensions and Lifetime Savings Association (PLSA) has published a new guide to help pension funds comply with new environmental, social and governance (ESG) requirements coming into force from 1 October and support them in achieving good practice into the future. »

Will Goodhart, CFA UK

CFA UK to launch new ESG qualification

Tue, 14/05/2019 - 10:22

CFA UK is to launch of a new qualification in ESG investing, which will be available to investment professionals later this year.  »

Simon Culhane, CISI

CISI and ACIFMA deal extends mutual professional finance education programmes to combined 53,000 global membership

Thu, 25/04/2019 - 12:32

The ACI – The Financial Markets Association (ACIFMA), a global finance trade association with over 8,000 international members in five continents, has signed an agreement with the Chartered Institute for Securities & Investment (CISI). »

Andrew Borowiec, IMDAA

IMDDA names first Chartered Due Diligence Analysts

Thu, 18/04/2019 - 09:11

The Investment Management Due Diligence Association (IMDDA) has named the first-ever group of people to achieve the new Chartered Due Diligence Analyst (CDDA) designation after sitting for and passing an intensive examination.  »

Kirk Wickman, Angelo Gordon

SBAI launches Alternative Credit Working Group

Mon, 01/04/2019 - 13:00

The Standards Board for Alternative Investments (SBAI) has launched its Alternative Credit Working Group to explore current institutional investor priorities in the credit space, as well as standards and practices.  »

Picture of an approved stamp

Barnett Waddingham achieves PASA reaccreditation

Wed, 27/03/2019 - 10:42

Barnett Waddingham is the latest organisation to achieve accreditation from the Pensions Administration Standards Association (PASA), an independent body dedicated to driving up standards in pensions administration. »

Picture of a man with megaphone making announcement

CISI and Chartered Banker Institute welcome FCA requirement for individual members to include professional body membership in new Directory

Tue, 12/03/2019 - 08:39

Two leading financial services professional bodies have welcomed the FCA’s policy statement (19/7) which concludes its discussion on the creation of a new Directory. »

Bill Kelly, CAIA

Investment education is key says CAIA head

Mon, 02/07/2018 - 16:31

Founded in 2002, the Chartered Alternative Investment Analyst Association (CAIA) has gone from strength to strength in the alternative investment education arena. William Kelly (pictured), CAIA CEO, joined in 2014 and declares that, while it's been an interesting run, the value proposition of alternatives is alive and well.   »

David Calligan, Reed Smith

European regulator intervenes to restrict marketing of CFDs

Fri, 18/05/2018 - 12:01

David Calligan, Partner, Reed Smith, writes on the European Securities and Markets Authority (ESMA)’s announcement that it intends to impose temporary measures to restrict the sale of Contracts for Differences (CFDs) to retail investors, after a consultation earlier this year. The temporary restrictions are likely to come into effect in July.  »

Picture of a man with megaphone making announcement

FXPA appoints board members

Tue, 27/03/2018 - 09:02

The Foreign Exchange Professionals Association (FXPA) voted in a slate of new Board members at its annual meeting on 6 March, re-electing Chip Lowry, Senior Managing Director at State Street Global Markets, as Chairman, and Sean Tully, Senior Managing Director at CME Group, as Treasurer. »


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