CFA Society Sweden

A Member of the CFA Institute Global Network of Societies

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 On the Radar

There are many interesting events in the pipeline for 2020. To keep track on all events and latest news, visit the CFA-Sweden website and join us on LinkedIn

 News and Past Events

Webinar: Lionel Martellini "Factor Investing in ALM" on Tuesday 22 September at 1pm

The webinar is free and open to members and non-members. 

Register here:

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Webinar: Thomas Nielsen of Vivid Economics on Wednesday 23 September at 1pm


11th CFA Institute Research Challenge in Sweden

We are proud to launch the 11th CFA Institute Research Challenge in Sweden. This competition gives students the chance to learn best practices in equity research through hands-on mentoring. Last year’s competition featured nearly 6,000 students from more than 1,000 universities worldwide. We invite all Swedish universities to join and all our friends here at LinkedIn to spread the word and/or help as volunteers. 

Benefits for the University? Showcase the university on a global scale and provide career opportunities for students.

Benefits for the students? Get in-depth training in equity analysis, research report writing, and presentation skills, improve CV and expand network with finance professionals. 

Benefits for the volunteers? Help develop talent and network with the future investment professionals as: 
1) Industry Mentor: Provide guidance and feedback to students during the development of their research report and presentation. 
2) Review written reports and score them according to a predetermined point system.
3) Judge: Listen to oral presentations of the reports, quiz students on their research and recommendation, and then evaluate them accordingly. 

Do not hesitate to reach out! Please get back no later than Sept. 25 by contacting


Webinar: Burton Flynn, CFA of Terra Nova Capital, 4pm Tuesday 8 September


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Webinar: Peter Perkins of MRB Partners, kl.12:00 Thursday 27 August 2020


Webinar: Markus Schuller of Panthera Solutions, kl.14:00 Wednesday 22 July

Register here:

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The Global Ethics & Trust in Finance Prize for a Sustainable Future

Are you under 35? Do you have an opinion about the role of ethics in finance? 

The Global Ethics & Trust in Finance Prize for a Sustainable Future is your chance to deliver your ideas directly to the industry by submitting an essay reflecting on the role of ethics to shape a more sustainable and resilient financial system for the future. Now in its 8th cycle, the USD 20,000 prize is open for entries until 31 May 2021. 

You can find all the details about the competition here:



Webinar: Eric Lonergan of M&G Investments, kl.14:00 Wednesday 17 June

Register here:

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We have recently launched the fourth edition of our global investor trust study Earning Investors’ Trust.


The report explores:

  • The dimensions of investor trust across the financial system, including at the industry and firm level.
  • How investors are seeking more information, innovation, and influence in their interactions with the investment management industry.
  • Eight actionable steps investment professionals and organisations can take to build trust.

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Webinar: Professor Marcos Lopez de Prado of Cornell University, kl.18:00 Thursday 28 May

Register here:

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Webinar: Lord Mervyn King, Governor of the Bank of England 2003-2013, Monday 25 May

Register here:

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Webinar: Research Affiliates' Vitali Kalesnik PhD, kl.11:30 Thursday 14 May


Webinar: "Financial History’s Lessons for Present-Day Investors," kl.18:00 Wednesday 6 May 2020

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This webinar is free and open to members and non-members. Click to register Click here

Webinar: "Volatility in Oil Markets," kl.17:30 28 April 2020

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Webinar: 73rd CFA Institute Annual VIRTUAL Conference, 18-20 May 2020


Join the global community of investment professionals for three days of informative, practical programming focusing on strategies to navigate the evolving global marketplace and fast changing world. The conference will feature presentations and interviews with noted investors, geopolitical experts, best-selling authors, coaches, psychologists, leading researchers, and successful practitioners. Click link

Webinar: What do we know about the new coronavirus outbreak? 

CFA Institute is launching a new series of webinars to provide educational content to our members in these new circumstances.


The first webinar will take place on Wednesday 15 April. We will be conducting the webinar at two different times to accommodate our members in various time zones and allow more people to interact with the speaker.


The webinars are free and open to members and non-members. 

-1st session: Wednesday 15th of April, 1pm London time:

-2d session: Wednesday 15th of April, 5pm London time:

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Event: Annual Forecast Dinner 30 March 2020 -cancelled

(2020-02-27) Invitation to the annual Forecast Dinner has been sent out to all CFAS members and registered candidates. Listen to interesting guest speakers and network with fellow charterholders. 

In partnership with BNY Mellon and PIMCO.

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Research Challenge Sweden Final 2020

(2020-02-20) Congratulations to Linköping University for winning this years Research Challenge competition in Stockholm.


Charter Award Dinner to welcome new CFA Charterholder class of 2019

(2020-02-19) We invited the new Charterholders to celebrate their great achievement with a gala dinner.


Webinar​: Workshop on managing your career

(2019-06-19) Understanding how to manage your career successfully in a job market that is constantly changing is critical to your career success in the VUCA world. ​​During the workshop, you will learn tips and techniques on how to successfully land your dream job and / or get promoted internally within your organization. An email invitation with a registration link is sent to all CFA Sweden  members and candidates.

Candidates Event: Post Exam Drinks

(2019-06-15) CFA Society Sweden arranged drinks and burgers immediately following the exam on Saturday June 15. All candidates studying for the charter had the opportunity to relax and network after a full day of strenu​ous​ exams.  An invitation was sent out to all registered email.​

Event: Asset Allocation at the tail wind of an equity cycle

(2019-05-20) Risk and return are the basis of portfolio construction as is the macroeconomic outlook. How do investment managers view the role of equity derivatives in a portfolio? Erik Norland, Senior Economist at CME Group, will explore current economic cycle and the impact on a global equity portfolio.

Questions answered during the session included:

  • Is the equity bull market about to end?  What are the warning signs?

  • Which asset classes do best in rising volatility environments?

  • Are high yield bonds the worst possible investment as we move towards the 2020s?

  • What are the economics drivers of equity market sectors

  • How to efficiently deploy E-mini S&P Select Sector Futures for capital efficient rotation strategies?

  • Are you preparing for a potential recession? Which uncorrelated products & asset classes can be used by institutional investors?

In cooperation with CME Group:



Event: Inspirational Network Lunch - Women in Finance

(2019-05-10) Speakers: Ebba Bush Thor, Sarah McPhee, Emelie Lindén


Goals of the Initiative “Women in Finance” for CFA Society Sweden

  • Increase the number of women who join a financial profession
  • Increase the number of women who earn the CFA® charter
  • Retain women in the profession and influence culture from within
  • Create demand for diversity as an industry imperative
Event: Fund Forum at Grand Hotel ​3 April 2019

(2019-04-03) Evenco invited members of CFA Society Sweden to the Evenco International Fund Forum at the Grand Hôtel in Stockholm. ​ It was a morning event where influential investors based in Stockholm will join together to meet international portfolio managers to debate the latest thinking in emerging markets, ESG investing, artificial intelligence and equities. Using live feeds and real time data from the Bloomberg Terminal, portfolio managers will be challenged to articulate spontaneous, thought provoking, investment solutions. Participation is by invitation only.​


Event: Annual Forecast Dinner 7 March 2019

(2019-03-07) Invitation to the annual Forecast Dinner has been sent out to all CFAS members and selected candidates. Listen to interesting guest speakers and network with fellow charterholders. 

Pictures from the event

In partnership with BNY Mellon:



 Event: Soft Skills training-Executive Presence

(2019-02-27) CFAI Soft Skills training with Royal Academy of Dramatic Arts. Soft Skills are important but traditionally not taught as part of the CFA programme. John Hoggarth of RADA will fly over from the UK to teach us EXECUTIVE PRESENCE.


Event: Research Challenge 

(2019-02-21) Join us for Reserach Challenge at Handelsbanken. The CFA Institute RESEARCH CHALLENGE offers students the unique opportunity to learn from leading industry experts and compete with peers from the world's top finance and business programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

In partnership with Handelsbanken:


 Charter Awards: New CFA charterholders class of 2018

(2019-01-16) The Board of CFA Sweden would like to welcome Sweden's 22 new charterholders. Press statement

Pictures from the Charter Award Dinner

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.

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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.​

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 Contact Us

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