Our society is an association of local investment professionals engaged in a wide variety of roles including corporate finance, portfolio management, security analysis and investment advice.  We aim to promote the highest ethical and professional standards within the investment industry; we encourage professional development through the CFA program and continuing education; we facilitate the exchange of information and ideas within our local investment community and beyond and we work to further the recognition of the CFA designation and what it stands for.   As one of CFA Institute member societies, we also connect our members with a global network of investment professionals.

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CFAS Events

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Latest CFAS News

  • CFA Societies of Australia celebrates 20th anniversary

    CFA Societies of Australia celebrated their 20th anniversary on October 5th 2016. Over 350 guests attended the birthday dinner in Sydney, including CFA members and our industry colleagues. It was a great evening of the community coming together over terrific entertainment and important reflection.

    Highlights included a video interview featuring ten of the past and present presidents, as they looked back at history and forward to the future; and Geoffrey Robertson QC reprising his role as host of the TV series "Hypothetical" with senior industry

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  • Ethics is critical to building a world-class financial services industry

    The CFA community is a global association of over 120,000 investment professionals that sets the standard for professional excellence. We are a champion for ethical behaviour in investment markets and a respected source of knowledge in the global financial community. Our ultimate goal is to serve the greater good of the community by creating an environment where investors’ rights come first, markets function at their best and economies grow.

    In Australia, there are more than 2,200 charter holders in professional positions ranging right across our

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  • CFA launches ESG guide for investment professionals

    November 2015 : CFA Institute has added an environmental, social and governance (ESG) guide for investment professionals to its expanding library of Codes, Standards and Guidelines. The Guide was developed in response to growing interest among investment professionals to better incorporate ESG issues in investment analysis, and serves as a comprehensive introduction to ESG considerations.

    CFA Society Sydney president, Anthony Serhan , said "Awareness of ESG issues in investing from energy efficiency to employee relations to bribery and corruption has grown substantially in the last decade." Noting

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  • Financial services employers urged to address confidence issue with ethical leadership

    The financial services industry in Australia is at a turning point and the crisis of trust must be addressed now, with leadership from the top. So says CFA Institute, the leading global association of investment professionals, which today applauded the role of government, regulators and the media in applying pressure to the industry, and highlighting gaps and challenges that CFA charterholders have been raising for years.

    According to Anthony Serhan , President, CFA Society of Sydney, while reforms such as Future of Financial Advice (FoFA) have improved

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  • Investment leaders cite interest rates, emerging markets as key in 2015

    Australian investment leaders and their global colleagues are united when it comes to expectations about oil prices and the most favourable global equity markets in 2015, but are at odds about the importance of interest rates, world GDP and emerging market economies. This is according to CFA Institute, the world's leading association of investment professionals, following the release today of the Australian results of its 2015 Global Market Sentiment Survey.

    "The similarities and differences between global and local respondents' views on the same issues are in

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  • Financial regulators ‘asking the wrong question’

    Sydney, 21 May 2015 : The focus on financial stability above all else may be leading governments and regulators to lose sight of what regulation should really be about, namely protecting investors and consumers, according to a leading global investment expert.

    Speaking yesterday at a breakfast organised by the CFA Institute as part of its ' Putting Investors First ' (PIF) month, Mr Anthony Neoh QC, SC , who is on the international advisory committee of the China Securities spoke about global trends in financial regulation, outlining a number

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  • CFA Sydney - AGM 2017

    The 22nd Annual General Meeting for the CFA Society Sydney will be held on tbc.

    The AGM will be held at the offices of Credit Suisse, Gateway Building, Level 31, 1 Macquarie Place  (tbc).  VOTE NOW

    Materials for the meeting will be available later in the year via the links below:

    AGM 2017 Agenda

    AGM 2016 Minutes

    Nomination Profiles 2017

    Proxy Voting Form 2017

    Audited Accounts for 2017

    Society of Sydney Annual Report 2017

     

    PROXY VOTING FORM

    Regular Members in good standing who are unable

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