CFA Society Sweden

A Member of the CFA Institute Global Network of Societies


 On the Radar

Welcome to all new charterholders 2017

  CFA Charterholder Full Page 2017.pdf

​Coming Soon


Research Challenge 2018 22 February

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.


The three teams with the highest grades on their written report have been invited to present their research. A jury consisting of Fredrik Ahlin, If insurance, Thomas Brodin, Cliens, and Peder Frölen, Handelsbanken, will evaluate the presentations. The team with the highest combined score on the written report and the presentation will win the competition in Sweden and move on to the EMEA-final in Dublin and possible also to the global final in Seoul.The finalist teams are: KTH, Linköping, University, Jönköping University.


17:00 Presentations starts
18:15 Drinks and canapes
19:00 The jury will present the winning team


Save the date: The Annual Forecast Dinner 13 March

The date for the annual flagship event Forecast Dinner has been set to 13 March. Make sure you make space in your calendar for an interesting and eventful evening. The complete program will be posted and sent out to members on a later date.​

 Past Events

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.
presenter.JPG new Charter2017.JPG 


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

​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.


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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

5:00 PM - 7:40 PM

Forecast Dinner

5:30 PM - 7:30 PM

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 Contact Us

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