Volunteer Opportunity Details

PLEASE NOTE: you need to LOG IN in order to be eligible to apply and access the APPLY TODAY button

< return to list

Investment Practice Skills and Knowledge - working group member

Signup Deadline: 09-04-2023
Starts: 01-05-2023
Ends: 03-06-2024


Investment Practice Skills and Knowledge - working group member

Number of new member volunteers



May 2023 for 12 months 


Up to 30 hours

The goal of this working group is to create activities and content for investment practitioners (asset managers or owners) that facilitates knowledge sharing and practical approaches to implementation. The group identifies experts who can provide practical guidance on the realities of implementing investment theories at work. The scope includes research analysis, portfolio management through to corporate practice and process. You will be engaging industry experts to share their first-hand experience and working knowledge with our members.  

Investment Practises covers 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. 


The group is tasked with: 

  • Identifying opportunities for creating content that highlights thought leadership in investment practises  

  • 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

Nominate Volunteers

Do you know someone who would enjoy this unique opportunity?