Volunteer Opportunity Details

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Investment Practices - working group members

Signup Deadline: 09-12-2022
Starts: 03-01-2023
Ends: 01-01-2024


Number of new member volunteers



January 2023 – January 2024  


30 hours

The goal of this working group is to create activity and content for investment practitioners (asset managers or owners)  engaging industry experts 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 Practices will cover a broad base of investment strategy, from practical advice to showcasing varied viewpoints, always considering what is going to be of interest and relevant to a broad base of CFA UK members.  

The group should aim to deliver a programme across the 2023/24 membership year and beyond that engages with as much of CFA UK’s membership as possible. 

Purpose and activities

The group is tasked with:

  • Identifying opportunity for creating content that highlights thought leadership in investment Practices
  • Explore the different perspectives and innovative ways in which firms cover research analysis, portfolio management, asset allocation
  • Discuss how to transform academic concepts into practical business applications, covering advantages, challenges and pitfalls
  • Analyse industry trends (not market trends)
    • Creating and collaborating in delivering in person events for CFA UK
    • Ensuring content is in line with CFA UK’s quality standard
    • Contacting subject matter experts requesting original submissions
    • Identifying potential podcast guest
  • Proposing webinar topics and speakers around leading non-financial innovations in line with event delivery schedule
  • Regular liaison with the Head of Professional Learning and Events Team to ensure the best content delivery.

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.

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. 

Compliance Notes

  • Group members should seek prior compliance clearance from their employers
  • Members will participate in a personal capacity and not as representatives of their employer

Volunteers Needed:

2 (2 open slots)

Experience Required:

1 to 3 Years Industry Experience


Nadilsa Tavares

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