CFA Society Sweden

A Member of the CFA Institute Global Network of Societies

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 On the Radar

Save the date: Research Challenge 21 February 2019

Join us for Reserach Challenge at Handelsbanken. More details will follow.

 News and Past Events

Educational Event: Gender equality in Japan 27 September

(2018-09-27) According to the OECD, Japan's female employment growth has been faster than other developed nations since 2013. Since the financial crisis, 2.3 million women workers joined the workforce compared to less than 0.3 million male workers. However, this is from a low base as indicated by only 3.7% of all corporate board seats being held by women and 56% of female workers are not full time (the comparable number is only 22% for men). Gender equality is seen as core issue for the Japanese economy by the government and change is happening in a traditionally conservative country. We will be joined by Miyuki Kashima from BNY Mellon Japan who will be sharing her thoughts and experiences of being a portfolio manager as well as team leader in the Japanese financial community.

Educational Event: Risk Management and Portfolio Construction

(2018-09-25) Dag Wetterwald, one of the RBC Global team’s dedicated specialists in Risk and Portfolio Construction will be in the Nordics in September. You are cordially invited to the Breakfast meeting to hear how RBC’s Global team views Risk Management and how this is implemented in Portfolio Management. We hope this provides an opportunity for interesting interactive discussion with fellow professionals interested in Risk Management, and that you will be able to participate.members of CFA Sweden are encouraged to join for the AGM. The AGM will be held att Eriks Gondolen. An invitation will be sent out to all members closer to the date.

Event: AGM 

(2018-09-24 ) All members of CFA Sweden are encouraged to join for the AGM. The AGM will be held att Eriks Gondolen. An invitation will be sent out to all members closer to the date.

Social Event: Summer Drinks

(2018-08-29) Join us for a nice evening socializing and networking with your fellow CFA chartholders. This event is open for CFA Sweden members and CFA candidates. ​​The invitation will be sent to members and candidates by email from CFAI.

​​We want to thank our sponsor Lyxor for their continued support of CFA Sweden



Mock Exam

(2018-05-26). Candidates studying for the CFA designation could register for the annual Schweser Mock Exam. The mock exams were at Coeli Sveavägen 24-26 in Stockholm. ​​​​
​Beha​​vioural Finance with Stefan Lundbergh 14 May
(2018-05-14) How should we think about human behaviour when structuring an investment firm and how have behavioural biases influenced people's choices when selecting​ funds in the Swedish PPM system? Stefan Lundbergh,​ PhD presented his research and findings within these areas under the topics Applying behavioural economics inside an investment firm and ​Adding the Human Dimension to Pension Reforms​. Bloomberg also took the opportunity to present new tools that have been developed together with CFA Institute and now are ​available in the Bloomberg termial.



Outreach 2018: 50 Students attended the seminar about CFA and career opportunities within finance
(2018-04-01), 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​.​​



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.​

Research Challenge

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 Contact Us

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