CFA UK

🎧 New Podcast Episode: Future Proofing Finance 👉 https://lnkd.in/e-fNJjWA What role does gold play in modern investment portfolios and how has that role evolved? In the latest episode of the CFA UK Future Proofing Finance podcast, hosts Ben Ashby and Tom Threlfall, CFA are joined by John Reade, Senior Market Strategist at the World Gold Council. John reflects on his 40‑year career journey, from mining engineer to market strategist, and shares expert insight into today’s gold markets, including: 🪙 Gold’s value as a portfolio diversifier 🪙 The impact of gold-backed ETFs on investor access 🪙 Central bank reserve strategies and demand for gold 🪙 Physical storage considerations and market dynamics 🪙 Comparisons between gold and Bitcoin 🎙️ Tune in now. #FutureProofingFinance #Gold #CFAUK

We are proud to be partnering with Skills in Finance once again this year to provide insight from investment professionals on how the industry really works. A particular thank you to Ben Elvidge, CFA, Head of Alternative Assets at Trilitech, Caroline Vincent ASIP Vincent, Fund Manager, Wesleyan, Mike Bell, CFA, Head of Market Strategy at RBC BlueBay Asset Management, Ivana Miladinovic, CFA, Lead Analyst, Small Cap Equities, PineStone Asset Management Inc. Asset Management, Marino Valensise, CFA, Partner & Group Chief Investment Officer, Mercer Direct, and Jordan Sriharan, Fund Manager, Keyridge Asset Management for volunteering their time to support this initiative. Find out more about the workshops and sign up > https://lnkd.in/ejMryF6X If you're a CFA UK member and would like to find out more about our financial literacy initiatives, please contact volunteer@cfauk.org

How is AI really reshaping the investment profession? 🤖 In a recent interview with Asset TV UK, CFA UK CEO Nick Bartlett shared how AI is already transforming investor workflows, driving productivity gains and enabling professionals to analyse more, faster, and with improved output quality. But as automation increases, the real question becomes where investors add value and which skills will matter most. At CFA UK, we’re supporting this shift with the new Investment Business Award, designed to build a deeper understanding of how investment firms operate and how technology, including AI, is changing the industry 👉 https://lnkd.in/evNZBqs2 #AI #AssetManagement #InvestmentManagement #FutureOfWork #FinTech #ProfessionalDevelopment #InvestmentCareers #Upskilling #Innovation

Have you booked your place on Thursday's webinar on driving access and transparency in private markets? 👉 https://lnkd.in/dsePwPVq Join us at 5pm for an insightful discussion moderated by Alan Langworthy, CFA, CMath, Head of Fixed Income and Multi-Asset Analytics Research, SimCorp and led by Ari Rajendra, Head of Private Markets Indices, S&P Dow Jones Indices where you will learn: 🖊️ Key insights on the current state of private markets and what is driving increased interest in this space 🖊️ How private markets are evolving as demand for access expands beyond institutions and ultra-high-net worth individuals 🖊️ Why demand for private markets benchmarks is accelerating and the opportunities and challenges associated with indexing private markets 🖊️ Practical insights into how private markets indices may be used in performance measurement, risk oversight and asset allocation 🖊️ How new index innovations are paving the way for greater participation by providing deeper insights into a once-opaque corner of the financial landscape #PrivateMarkets #Indices #CFAUK

Membership renewals are now open! Whether you’re building your career, navigating change or exploring new opportunities, CFA UK is here to support you. Renew today and remain part of an active, influential investment community. 👉 https://lnkd.in/gGe8JWD5 #cfauk #renewtoday #growyourtalent 

We were delighted to help host the CFA Institute AI Investment Challenge on Thursday 30 April, bringing together talented students from universities across the UK to showcase how artificial intelligence can be applied to real‑world investment challenges. 👏   We were hugely impressed by the quality, creativity and professionalism of the university teams, who demonstrated not only strong technical capability but also a thoughtful, responsible approach to using AI in investment decision‑making. Congratulations to all involved—and especially to the Lancaster University team, who took top honours on the day. 📈   It’s inspiring to see the next generation of investment professionals developing the skills that will shape the future of our industry. We’re glad to have played a part in supporting this initiative - https://lnkd.in/dH6cCneR

How is AI supercharging the real world of investing? 🔌 👉 https://lnkd.in/dMz-ht8c Get the inside scoop into our discussion with industry leaders at The Shard, where Jonathan Philp, CFA, Principal Specialist, NTT Data heard insightful, real-world perspectives on the practical adoption of AI technologies in investment management ↩️ 🤖 Why we need to prepare investment professionals to use AI successfully 📃 The need to conduct thorough due diligence of AI suppliers ⚡  Investment use cases for AI to help you avoid ‘experimentation hell’ Read Jonathan’s recap now to find out more about how investors are bringing the AI revolution to life 🗞️ #cfauk #ai #investmentmanagement #wegrowtalent

What a great night! Huge thanks to S&P Dow Jones Indices for hosting Tuesday's event, “Active with Passive: The evolution of fixed income: From security selection to systematic building blocks”.   Thank you to Olivier Souliac, Head of Indexing, Xtrackers Products, Orlando Gemes, Founding Partner, Chief Investment Officer, and Portfolio Manager, Fourier Asset Management LLC (FAM), David Litchfield, Director, Derivatives Sales, Cboe Global Markets and Tim Edwards, Managing Director, Global Head of Index Investment Strategy, S&P Dow Jones Indices for sharing their insights, and answering some particularly thought provoking questions from the audience   It was an engaging discussion on how index-based tools are reshaping how investors access, and manage fixed income exposures, and why the conversation is shifting from “active vs passive” to “active with passive.” #CFAUK #ActivevsPassive #FixedIncome

Ever feel like employers don’t see your value? 💎 👉 https://lnkd.in/eYdwW_Cr CFA UK’s brand-new Careers Pathway has begun – and Part 1 is all about practical insights to help you build evidence of your value to stay relevant in a fast-shifting job market ↩️ 🏛️ Learn the three key pillars of relevance 📔 Use storytelling to show your value powerfully ♻️ Discover why resilience is about sustainability – not toughness Stephen McCann, Co-Founder, Masters in Minds begins our new pathway with ‘Career agility: How to stay relevant and resilient’ – available now on our Professional Learning platform 🎬 #cfauk #careers #softskills #wegrowtalent

Missed our first Private Markets Community event? 🫨 👉 https://lnkd.in/etqUPfmn Not a problem! Our community champion Joe K. Wood has penned a new piece on Professional Investor that dives deep into asset-based lending – based on our Private Markets community event at Wells Fargo! ↩️ ⚖️ How asset-based lending differs from asset-backed finance 🪙 Why ABL reduces capital cost and increases operational flexibility 🏛️ The strengths that physical asset backing gives ABL for investors Read Joe’s piece now, and it’ll be like you were always there 😉 #cfauk #abl #privatemarkets #community #wegrowtalent