CFA Society VBA Netherlands has received accreditation from DSI as a 'Permanent Professional' trainer! By going through our MiFID II Stay Compliant education program, participants from the institutional domain can soon prove that their knowledge is up to date. Read press release (Dutch).
They are obliged to do this under MiFID II, the European directive that has been in force since 2018. Anyone who professionally informs or advises clients about investing must since than meet the professional competence requirements set by ESMA. See program flyer (Dutch).
CFA Society VBA Netherlands publishes annually an update of the risk standards for investments. These are the recommendations of CFA Society VBA Netherlands regarding the risk parameters to be used - standard deviations and correlations - when making a quantitative risk analysis of investment categories and investment portfolios. For the 2018 update, the historical analysis has been extended to 2017.
report we, as CFA Society VBA Netherlands, want to contribute to a careful selection of investment categories and the construction of investment portfolios and thus to the quality of investment services in the Netherlands.
The Ministry of Finance has issued a consultation round regarding possible new measures regarding the remuneration policy in the financial sector. We have submitted a contribution here on behalf of CFA Society VBA Netherlands - see
here the consultation invitation and here our letter.
A next step is a round table discussion for which we ask our members for input for further discussion with Ministry of Finance.
CFA Society VBA Netherlands Financial Investigator Column October 2019: GIPS-standaard nu ook voor alternatieve beleggers en pensioenfondsen