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The Analyst

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Strong Leader. Strong Brand.

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Governance

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This article summarizes the third edition (2018) of CFA Institute’s publication, The Corporate Governance of Listed Companies.

Investment Industry

The Great Wealth Transfer

Aging populations and investing now and beyond

Many people are experiencing a sudden influx of money, property or other assets. Where is this wealth coming from and what are its impacts?

Charterholder Profile

Michael Sprung, CFA

Alignment, independence andunderstanding progress on your own terms

Careers in investment management are often described as journeys shaped by a series of decisions made under the constraints of the time.

Book Review

You Have More Influence Than You Think

Have you ever left a meeting feeling like you spoke into a void? Or sat in silence and walked away assuming you were the most forgettable person in the room?

Diverse Dividends

Maximizing her Leadership Potential

How Katy Boshart embraced challenges all the way to the top, as Manulife Bank of Canada CEO

For Katy Boshart, the path to CEO of Manulife Bank of Canada wasn’t a straightforward one.

Leadership Messages

Board chair Message

In today’s finance and investment industry, leadership is less about your title and more about influence and how you show up.

From the Desk of the CEO

From the desk of the CEO

One of the most meaningful ways CFA charterholders can demonstrate leadership is by mentoring the next generation.

Editor's Message

From the editor in chief

Spring is traditionally a time of renewal and beginning, making it fortuitous that I am writing my first letter to you as chief executive editor of The Analyst.

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

CFA Society Toronto Recognized as Outstanding Society of the Year Award by CFA Institute

(Toronto, ON) November 1, 2024 – CFA Society Toronto is proud to announce that it has been awarded the Outstanding Society of the Year Award by CFA Institute. This prestigious award recognizes a CFA Society’s exceptional commitment to advancing the investment management profession and upholding the highest standards of ethics, education, and professional excellence.

"We are incredibly honoured to receive this award from the CFA Institute," says Fred Pinto, CFA, ICD.D, CEO of CFA Society Toronto. "This is a tremendous accomplishment and is a testament to the energy, passion and efforts of our Board, staff team and, of course, volunteers and member community."

CFA Society Toronto Recognized as Outstanding Society of the Year

In the photo: [From left to right] Brian Madden, CFA, Chair, Board of Directors, CFA Society Toronto; Margaret Franklin, CFA, President & CEO, CFA Institute; Fred Pinto, CFA, President & CEO, CFA Society Toronto.

The Outstanding Society of the Year Awards are presented annually to CFA Societies that demonstrate excellence in member engagement, innovative programming, and community outreach. Out of nearly 160 Societies globally, CFA Society Toronto is one of only six Societies recognized with this prestigious award.

CFA Society Toronto was recognized for its:

  • Advocacy and Market Integrity: Forging strong partnerships with government and regulatory bodies, including the Canadian Investment Regulatory Organization and the Ontario Securities Commission, to enhance the adoption of CFA Institute principles.
  • Thought Leadership: Producing an impressive 67 strategic articles addressing best practices, trends, and insights, reaching over 27,000 readers.
  • Advancing Diversity and Inclusion: Dedicating efforts to advance women in investment management, particularly from underrepresented communities, through events and webinars that promote a more inclusive industry.
  • Member Engagement and Growth: Achieving a remarkable 16% increase in membership and a 300% growth in monthly social media impressions, showcasing a vibrant and engaged community.

 “It was a privilege to applaud the award winners at our recent global Society Leadership Conference in Montreal, Canada,” says Margaret Franklin, President & CEO of CFA Institute. “On behalf of CFA Institute, we thank you for the work you do. The communities you have built, and the regional initiatives you have championed, are helping us shape a stronger investment industry worldwide.”

 

For more information about CFA Society Toronto and its member services, please visit https://www.cfatoronto.ca/

 

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About CFA Society Toronto:

CFA Society Toronto is the world's largest Society of CFA® Charterholders, dedicated to supporting the professional and business development of more than 11,500 members. With a focus on education, networking, and thought leadership, CFA Society Toronto empowers finance professionals to excel in a dynamic and competitive global market. Founded in 1936, CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. For more information, visit http://www.cfatoronto.ca.

 

*Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.

 

Media Contact:

PUNCH Canada Inc. 
Georgia Sourtzis 
Vice President
p: 647-725-9733
e: georgia@punchcanada.com    

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Resources

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MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.