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About the Compensation Survey

The goal of the National CFA Charterholders Compensation Survey is to provide CFA members with useful directional frames of reference about pay levels and other key means of compensation.

While salary is a key component of the study, other factors such as prior positions held, deferred compensation, corporate and self-managed AUM, and trends in pay, including base pay, bonuses, stock options, benefits, pensions, and geographic impact were also analyzed.

The National CFA Charterholders Compensation Survey was in field from April 28 to May 25, 2015 and had just over 2,600 respondents, an increase from 2,135 respondents in the 2011 survey.

2015 Survey Highlights

Top roles performed by CFA Charterholders: include financial analysis (65%), client relationship management (52%), portfolio management/stock selection/analysis (45%), strategy development and planning (40%), general management/administration (37%), performance measurement (34%) and internal control and risk management (31%).

Assets under management (AUM) by CFA Charterholders: more than half (53%) of members say they personally manage assets for their employers, managing an average of $4.2 billion.

Aggregate average compensation across all CFA Charterholders: the mean total compensation rose by nearly 20%. Sixty percent expect compensation to rise in 2015, with 24% expecting it to remain the same and just 5% expecting a decrease. Total compensation for CFA Charterholders: total compensation varies by region, sector and position held. Further details are provided in the full report. Highlights include higher compensation for equity PMs and Financial Advisors/Brokers than those in roles of marketing and product development, compliance/regulatory, buy-side research analyst (other) and portfolio analyst.

Please Note

It should be noted that the survey includes only data from a sample of Canadian CFA charterholders and it is not necessarily representative of the full CFA Institute membership or the total population of individuals in these positions or locations.

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