Volunteer Opportunity Details

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Investment Practise Working Group - members

Signup Deadline: 08-08-2021
Starts: 01-09-2021
Ends: 30-09-2022


No of new member volunteers

Up to 2 (including co-lead)


Membership year 2021/2022 + 3 months


40 hours

Reports to:

Content Steering Committee


The goal of this working group is to identify investment practitioners (asset managers or owners) who would be happy to share their first-hand experience and working knowledge. They would be passing on practical advice on the realities of implementing investment theories at work. The scope could cover research analysis, portfolio management through to corporate practice and process. 


Investment strategies should only be considered if the content refers to long term practices and is not dependent on short term market outlook and conditions. As a rule of thumb content should remain relevant and inspiring a year after its publication. 


The group should aim to deliver a programme across the 2021/22 membership year and beyond that engages with as much of CFA UK’s membership as possible.


The group is tasked with:

  • Identifying where CFA UK has gaps in content around the area of Investment Practice
  • Curating content for Discover that lines up with the competency framework with a focus on filling identified gaps
  • Creating or commissioning original content for Discover:
    • Ensuring content is in line with CFA UK’s quality standards
    • Contacting subject matter experts requesting original submissions
    • Interviewing subject matter experts over zoom to create video content
    • Identifying potential podcast guests
  • Proposing webinar topics and speakers around the area of Investment practice in line with event delivery schedule
  • CFA UK Events Team will provide a clear event delivery schedule for your group for H1 and H2
  • Regular liaison with the Head of Professional Learning and Events Team to ensure the best content delivery


Who are we looking for?

  • Members who are active portfolio managers
  • Members who would be interested in leading the group in the future
  • members who have strong networks across the investment profession
  • Volunteers who regularly attend events and have interest in leading/hosting at least one event
  • Volunteers who would like to create and/or curate relevant content
  • Availability for around three meetings throughout the membership year plus conference calls and work to move ideas forward between meetings
  • Ability to work with a group to shape ideas.
  • Understanding of what would interest the membership


What you will gain?

  • Build your profile within the CFA UK network of volunteers, the wider membership and the industry
  • Develop leadership, communication and team work skills through our volunteer personal development training
  • Recognition for your contribution in shaping and delivering services to the membership
  • Opportunity to meet and network with other like-minded investment professionals
  • Volunteering brings a “shared experience” amongst peers that has long lasting benefits for your career
  • Learn more about what to expect from volunteering in our FAQs here


Volunteers Needed:

2 (2 open slots)

Experience Required:

1 to 3 Years Industry Experience


Nikhila Deshmukh