CFA Society Sweden

A Member of the CFA Institute Global Network of Societies


 On the Radar

Update: Candidates can now register for the annual Mock Exam
Candidates studying for the CFA designation can now register for the annual Schweser Mock Exam. The exams will be held 26 May at Coeli Sveavägen 24-26 in Stockholm. To register, please use the following link PDF.​​​​
​​Outreach 2018: 50 Students attended the seminar about CFA and career opportunities within finance
1 April, Andreas Brock, CFA and Henrik Milton from Coeli met with students from Lund University to talk about career opportunities within finance and how a CFA designation can help you reach your future career goals.


 News and Past Events

The 2018 Annual Forecast Dinner 13 March

The Annual Forecast Dinner is CFA Society Sweden's flagship event of the year where we invited guests to network, discuss, and share ideas. We believe this is a great way to strengthen the investment community in Sweden. At the event the Board will also present the winner of the annual CFA Society Sweden ESG Award.​ We also want to thank BlackRock and BNY Mellon for sponsoring the event.

Linköping University winner of Research Challenge 2018

Students from six leading Swedish universities have competed in writing a research report of Trelleborg during the fall. Each team have had a mentor from the financial industry and an academic advisor from their university. They have also met Trelleborg's Vice President for Investor Relations, Christofer Sjögren, and discussed the company's business and forecasts.

Linköping University will participate in the EMEA regional final in Dublin on April 4-5 and possibly also in the global final in Seoul on April 20. More information here

Lunch presentation and evening event with Paul Smith President and CEO of CFA 22 January 

CFASS hosted a lunch seminar and an evening event together with Paul Smith President and CEO of the CFA Institute on 22 January in Stockholm. The topic was "Future State of the Investment Profession".



FinTech, blockchain, and its commercial applications 30 November​​

Sviatoslav Rosov, PhD, CFA, from the Capital Markets Policy Group at CFA Institute spoke to us on November 30th about: FinTech, blockchain and its commercial applications. We also had the opportunity to congratulate our 12 new Charterholders at our annual Charter Awards ceremony.  We are delighted that we are gaining more members each year, with increased professional recognition in Sweden.
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Wo​men in Finance​ with Barbara Stewart 15 November

CFA Society Sweden and Fourth Swedish National Pension Fund (AP4) arranged a fascinating evening with Barbara Stewart - author of the Rich Thinking se​ries of white papers on women in finance. Barbara Stewart shared insights from her personal interviews with over 500 leaders from a​round the world.




Live Webinar on "Factor anomalies in Chinese A-shares”


Which factors have worked since the opening of China's stock markets two decades ago? Jason Hsu will explain his team's findings from their research that applied well-studied factor strategies from the US equity anomalies literature to Chinese A-shares.​


Speaker Event​: The Boutique Premium


CFA Sweden had the pleasure of hosting a breakfast seminar on 11 October. Hugh Cutler from Affiliated Managers Group presented a study demonstrating how boutique managers have added value over the past decades. This research adds a perspective on the debate over the value of active vs. passive investment management, and the seminar was well attended with active participation from the audience. Link to AMG research paper below.


AMG White Paper - The Boutique Premium June 2015.pdf



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CFA Society Sweden is a member society of CFA Institute and one of more than 142 local societies globally. CFA Society Sweden promotes ethical and professional standards (The Code of Ethics and Standards of Professional Conduct) within the Swedish investment community, encourages professional development through the CFA Program and facilitates open exchange of investment related information and opinions.​

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 Contact Us

CFA Society Sweden
Brunnsgatan 21 B,3 tr
111 38 Stockholm