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Insights & Updates

The Analyst

Explore the Analyst
Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Trends & Innovations

The Future of Investment Management

Adapting, changing and growing in 2026 and beyond

In today’s economic and geopolitical context, the future can feel extremely unpredictable, especially when it comes to growing portfolios and money.

Artificial Intelligence

AI washing: Signs, symptoms and solutions

Signs, symptoms and solutions

In this article, we provide a summary of the 2025 CFA Institute report AI Washing: Signs, Symptoms, and Suggested Solutions for Investment Stakeholders by Joseph Simonian

New CFA Charterholders

Welcome New Members

September 4 - November 13, 2025

Congratulations New Members

Leadership Messages

Board Chair Message

The year 2026 marks our Society’s 90th anniversary, and it is especially meaningful to step into the role of chair as we reach this milestone together.

Leadership Messages

From the Desk of the CEO

Ninety years is a rare milestone for any organization. As we enter 2026, CFA Society Toronto will be celebrating its 90th anniversary of serving Toronto’s finance and investment community.

Leadership Messages

From the editor

The winter issue of The Analyst, themed “The Future of Finance: Trends and Innovations,” shares insights and ideas to intrigue, inspire and help define goals to bring you into 2026.

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. 

 

Help Advance Gender Equity in Finance - Equity Equation Survey

 

CFA Society Toronto is proud to be strategic partners with VersaFi, a national not-for-profit organization focused on accelerating equity for women and gender-diverse individuals in the finance sector. We are supporting their Equity Equation survey, which aims to evaluate equity, sense of belonging, and inclusion among finance professionals in Canada. This comprehensive research will inform actionable recommendations to advance gender equity in the finance industry. This research will contribute towards the 2025 Equity Equation Report.

At CFA Society Toronto, we are committed to promoting gender equity in the industry and have championed various educational events to support this cause, such as our Annual Women in Finance Conference. The insights and recommendations from this research will be invaluable for the industry and will help us accelerate our efforts in fostering gender equity in our industry.

We encourage you to participate in this survey. Your insights are crucial in shaping strategies that promote a more inclusive and equitable workplace. Your voice can help make a lasting impact on the future of the finance sector. This survey is open to anyone in the investment and financial services industry - feel free to share the survey link with your colleagues and professional network.

Please take a few minutes to complete the anonymous, 10-minute survey. Individual responses will remain confidential, and reporting will only be done in aggregate.

Take the Survey!

On Demand
Resources

Explore Our Digital Resources
Discover our webcasts and podcasts on the important topics in the world of financial analysis.

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.