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Restoring Investors Trust: What investors want & how investment managers can better position themselves Event Code: 170505LU
Date 05-May-2017
Time 12:15 p.m. - 1:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Jonathan Boersma, CFA
Head, Professional Standards
CFA Institute
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$230.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 0 RBV CPD hour(s)
Remarks - CFA Candidate(s) for Year 2017 only.
- Sandwiches and drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- Language: English



HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this Seminar.  If you are members of other CFA socieites and interested in joining this event, please contact HKSFA at info@hksfa.org.

Event Details
 

In an increasingly competitive marketplace, asset managers need to focus on activities that add value and improve their standing in the eyes of investors.  Instilling trust and confidence is essential in appealing to asset owners and assuaging their biggest concerns.  Learn how adopting best practices can improve operational efficiency, meet investor demands, and improve a firm’s competitive position.


About the Speaker

Mr. Jonathan Boersma, CFA
Head, Professional Standards
CFA Institute

Professional Experience
Mr. Jonathan Boersma is head of Professional Standards and executive director of the Global Investment Performance Standards at CFA Institute. He is responsible for developing, maintaining, and promoting the GIPS standards, Code of Ethics and Standards of Professional Conduct, and other CFA Institute standards of practice. This includes coordinating and supporting related educational and public awareness activities.
 
Prior to joining CFA Institute, Mr. Boersma worked in the investment management industry in various positions including assistant portfolio manager, trader, and performance specialist. He has experience in asset allocation, fundamental and quantitative research, risk and performance measurement, investment policy and portfolio strategy development, and investment manager selection. Mr. Boersma is a frequent speaker on ethics in the investment industry and the 2014 winner of the Portfolio Institutionell Reader's Choice Award for Industry Achievement.
 
Professional Activities

Mr. Boersma is a member of the Certificate in Investment Performance Measurement (CIPM) Association advisory council, the advisory board of Investorside Research Association, and the CFA Magazine editorial advisory team. Mr. Boersma is also a member of NYSSA.



Rating - General 
(Material presented will be basic and of interest to a general audience having no background in the area.)  

Language: English




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