Number of new member volunteers
January 2023 – January 2024
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:
What you will gain?
Who are we looking for?
Do you know someone who would enjoy this unique opportunity?