ACIIA COUNCIL MEETING/ANNUAL GENERAL MEETING WILL BE HELD IN MADRID, SPAIN ON 26TH JUNE 2019

On Wednesday 26th June 2019 the ACIIA Council Meeting/Annual General Meeting will be held in Madrid, Spain upon the kind invitation of the Spanish Association of Financial Analysts (IEAF). On the day before, Tuesday 25th June, the ACIIA Forum will be held, which is open to all ACIIA members to discuss the further strategy of the ACIIA.

The Spanish Association of Financial Analysts (IEAF) will host a dinner for all ACIIA members attending the events.

 

SAAJ 10TH INTERNATIONAL SEMINAR “NEW BUSINESS IN ASSET MANAGEMENT UNDER DIGITALIZATION” TOKYO 16TH APRIL 2019

SAAJ 10TH INTERNATIONAL SEMINAR “NEW BUSINESS IN ASSET MANAGEMENT UNDER DIGITALIZATION”

The Securities Analysts Association of Japan (SAAJ) will hold the 10th International Seminar “New Business in Asset Management under Digitalization” at the Mandarin Oriental Grand Ballroom in Tokyo on Tuesday 16th April 2019. SAAJ offers special fees for the Individual members of ACIIA National Member Societies.

Simultaneous interpretation in English and Japanese will be provided.

The complete information can be found in the link below.

Link to website: https://www.saa.or.jp/learning/seminar/global_e/index.html

SFAA Seminar: “The Sustainability Footprint of Institutional Investors”

Speaker: Prof. Rajna Gibson

Prof. Rajna Gibson Brandon is Deputy Director (Education & External Affairs) at Geneva Finance Research Institute & Professor of Finance at the University of Geneva, Switzerland. Upon invitation of SFAA Switzerland Prof. Gibson will hold the seminar titled “The Sustainability Footprint of Institutional Investors” on 28th June 2018 in Luzern, which is based on a recent paper that she co-wrote in January 2018.

Seminar restricted to invited guests.

Abstract:

Little is known about the environmental and social (or sustainability) preferences of 13F institutional investors. In this paper, we propose a novel measure to quantify the portfolio-level sustainability of institutional investors. We show that portfolios of institutions with longer investment horizons exhibit higher sustainability and that risk-adjusted performance is positively related to sustainability, primarily through a reduction of portfolio risk. Using exogenous shocks to investor sustainability induced by natural disasters we provide evidence of a causal impact of sustainability on risk-adjusted performance. An instrumental variable strategy using geographic variation in constituency statutes further supports a causal interpretation of our results.

To learn more about Prof. Gibson click HERE

The EFFAS Summer School

The 11th edition of the Summer School will take place from 4th to 6th July 2018 in the Grupo Santander Financial City, Boadilla del Monte (Madrid). Plenary sessions and lectures on most actual and relevant topics for our profession in Europe and simultaneous workshops will be given by professors and experts from various industry sectors. Since 2008, EFFAS is organizing the Summer School with the support of Banco Santander and the participation of professionals from all around Europe.

The Summer School is a unique opportunity to build up simultaneously knowledge and networking in a relaxed and casual atmosphere with a first world class pool of lecturers and speakers covering actual and relevant topics for the financial professional in the unique facilities of Grupo Santander in Madrid.

Information on registration can be found on the EFFAS web.

Masterclass "European Legislation of the Capital Market", with general director of FISMA, Ugo Bassi, and chairman of EFFAS, Jesús López Zaballos

The chairman of EFFAS, Jesús López Zaballos, introduced the masterclass "European Legislation of the Capital Market", by the general director of FISMA-Financial Markets at European Commission, Ugo Bassi; together with the president of AIAF (Associazione Italiana degli Analisti e Consulenti Finanziari), Alberto Borgia.

The conference, organized by AIAF, took place on April 11 in a magnificent setting, such as Spazio Bigli, in Milan (Italy). The session was presented by Jesús López Zaballos, chairman of the European Federation of Financial Analysts Societies (EFFAS), who underlined the role of our Federation as a standard setter in the financial field.

In his speech, Ugo Bassi focused on the state of integration of the Capital Markets in Europe and, within it, the harmonization of the rules for the distribution of financial products and unique supervision.

Mr. Zaballos gave an interview to Aga Barberini, member of AIAF and CIIA Holders Italy. In it he underlined the importance of professional certifications (diplomas CEFA and CIIA) for financial analysts and portfolio managers, as it will soon become mandatory for them, in the same way in which MiFIDII imposed greater professional requisites on financial advisors.

EFFAS is cooperating with ESMA, the European Securities and Markets Authority, in order to issue a specific regulation and in view of MiFIDIII. Mr. Zaballos also specified that advancing robots in finance should not scare anybody, because fintech represents a major upgrade for analysts and advisors and will never fully replace a professional, especially when we talk about High Net Worth.

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