Welcome to all new charterholders 2017
CFA Charterholder Full Page 2017.pdf
FinTech, blockchain, and its commercial applications 30 November
Listen to Sviatoslav Rosov, PhD, CFA, from the Capital Markets Policy Group at CFA Institute speak to us on November 30th about: FinTech, blockchain and its commercial applications.
You will also have 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.
Save the date: Research Challenge 2018 22 February
6 teams have joined this years Research Challenge. Join us for the final event day at Handelsbanken. Further details will follow.
Past Events 2017
Women 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 series of white papers on women in finance. Barbara Stewart shared insights from her personal interviews with over 500 leaders from around 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
KTH wins the Investment Research Challenge 2017!
After five months of research on this year's subject company Assa Abloy. Thursday the 23th of February saw the four finalist teams; Linköping University, KTH, Stockholm University and Lund University, in the 2017 Swedish IRC final present their recommendation and target price on Assa Abloy.
KTH's written report impressed the graders. The judges, Thomas Brodin (Cliens), Fredrik Ahlin (IF), Charlotta Faxen (Lannebo Fonder), Martin Jacobsson (Handelsbanken Capital Markets), and Per Colleen (AP4) were equally convinced by the team's HOLD recommendation. The team gave a very professional presentation supported by robust financial analysis and conclusions.
KTH was represented by Rasmus Wicklund (team captain), Alexander Andrésen, Max Talbak, Jakob Rolén and Edvin Berg. The team was mentored by Christian Guggenheim, CFA and had guidance from their faculty advisor Tomas Sörensson, Associate professor.
The Board of CFA Sweden would like to thank all the volunteers that made this year's challenge a great success: mentors, graders, judges, Johan Lundin at Assa Abloy. A big thank you goes out to the challenge sponsors; Handelsbanken, FactSet and Kaplan Schweser.