Blogs

Open our 2nd Quarter 2023 Newsletter (Portuguese version) if you are curious about what we have been doing in the second quarter of 2023 #newsletter #CFA-Portugal

CFA Society Portugal is proud to announce that the society was awarded "Most Outstanding Society" for 2023 by the CFA Institute, in the 150 - 349 members size category. This prestigious achievement is annually awarded to highlight the progress of a local CFA society’s contribution and dedication in making a significant impact to the financial community and society at large. This recognition demonstrates the CFA Society Portugal’s tireless effort and commitment to promote excellence in the financial sector, setting high standards for leadership and ethics, and overall promoting financial literacy. This achievement not only reflects the continued dedication of ...

It is with great pleasure that the CFA Society Portugal announces the Winner of the Journalism Award -  4th Edition. Congratulations to Rafaela Bud Relvas! The winning article, “Cryptocurrency training pyramid scheme comes to Portugal”, stood out for its relevance, educational content, clarity, factual evidence and focus on the role of ethics in finance. In this edition, there were more journalists participating with really good articles. The choice was not easy! A special thank you to the prestigious jury and its president Helena Garrido, for their commitment. #Journalism-Award #CFA-Portugal

This 2nd edition of the Ethics and ESG Award was very high level, both in participation and quality of the submitted thesis. Once again, the final decision was tough! Congratulations to the winners! 1st place: “The impact of ESG practices on the cost of debt - Evidence for the US, Europe and Brazil.” Author: Lilian Lima Meneses– Faculdade de Economia, Universidade do Porto 2nd place: “The pricing of ESG Syndicated loans - an empirical analysis of spread determinants.” Author: Jorge Fonseca Gonçalo – Católica Porto Business School 3rd place: “The relationship between ESG ratings, investment factors, and credit.” Author: Samuel Machado ...

Open our 1st Quarter 2023 Newsletter (Portuguese version) if you are curious about what we have been doing in the first quarter of 2023 #newsletter #CFA-Portugal

The CFA Program has continued to evolve since it began in 1963. As Marcos Soares Ribeiro, CFA, President of the CFA Society Portugal, explained, “The Program is now more focused, more technological, and more practical”. See in this video the main changes, presented in detail by Cristina Brízido, CFA, Vice-President of the Association and Chair of the Education Advisory Committee (EAC) of the CFA Institute. #CFA-program #video #CFA-Portugal

On the 15th of February the CFA Society Portugal held an amazing event about financial literacy at Fundação Calouste Gulbenkian. The Association has as one of its main missions to make financial literacy more accessible to all. It has been done several initiatives in this topic and this was the most recent event: "Financial Literacy for all - Workshop on how to start investing". The opening speech of the event was given by Mrs. Inês Drumond , Vice President of the CMVM Board Members. The CFA Society Portugal speakers were: - Gonçalo Araújo, CFA - Financial Consultant and Trainer - Miguel Jordão - Strategy & Finance Lead at Gardin - Pedro ...

Four great women who are either investors or have careers in investment management were invited by the CFA Society Portugal to join the conversation about the viewpoint of women in the investment industry. 👉 This event took place on International Women's Day, the 8 th of March. Speakers: • Carina Meireles - Financial consultant; creator of the blog Milla&Famlia and host of the Porto Canal show "Finanças a Contar"; • Ella Nooren – Creator of the Finanças com Ella project; • Ines Correia - Co-creator of the Finanças no Feminino project; • Rina Guerra, CFA – Event moderator, ...

On the 10th of February, the CFA Society Portugal held the ninth edition of the Portuguese Competition of the Research Challenge . The teams presented their research of Jerónimo Martins SGPS, represented at the event by Cláudia Falcão and Hugo Fernandes . ISEG - Lisbon School of Economics & Management , FEP - Faculdade de Economia da Universidade do Porto , Universidade Católica Portuguesa ,  ISCTE Business School , Nova School of Business and Economics and Universidade do Minho participated and delivered great reports and presentations. We congratulate all teams for their commitment. As in the last edition, the big  winner University ...

This Eight Edition of Research Challenge competition was very challenging for the teams! There were very good reports and presentations. CFA Society Portugal would like to congratulate all the teams, and their graders and announce the big winner. This year, presenting for EDP Renováveis, the Winner University was ISEG. We would like to thank to André Fernandes, representing EDP Renováveis, and also: - António Seladas, CFA, Filipe Rosa, Jorge Guimarães, CFA – Jury - Gonçalo Garcia, CFA, Pedro Baldaia, CFA, Maksym Mishyn, CFA – Graders - Diana Oliveira, CFA, Filipe Leite, CFA, João Urbano Gonçalves, Nuno Estácio, Nuno Matias, Pedro Guerra, CFA and Rina Guerra, ...