CFA Society Atlantic Canada

Home
Canada
Halifax, NS
CFA Society Atlantic Canada

CFA Society Atlantic Canada is an association of local investment professionals.

06/23/2025

Market Downgrade, Investor Upgrade 📉➡📈
The downgrade is done—but how should investors respond? This CFA Institute article breaks down key reactions and strategies in volatile markets.
🔗 [Read the full analysis](https://blogs.cfainstitute.org/investor/2025/05/22/the-downgrade-is-done-the-investor-response

06/20/2025

Tariffs vs. Market Performance 📉📈
Uncover how tariffs have impacted equity markets over 150 years—insightful data for navigating today’s policy and portfolio risks. A must-read for investment professionals.
🔗 [Read the full analysis](https://blogs.cfainstitute.org/investor/2025/05/21/tariffs-and-

06/18/2025

Timeless Wisdom from Wall Street 🧠
Explore 30 insightful and witty quotes from financial history—lessons in risk, behavior, and market cycles that every investment professional should revisit.
🔗 [Read the full article from CFA Institute](https://blogs.cfainstitute.org/investor/2025/05/19/vices-virtues-and-a-l

06/16/2025

Private Equity at a Crossroads 🔍
Ludovic Phalippou shares bold insights on valuation practices, transparency, and the future of PE. Essential reading for investment professionals navigating an evolving landscape.
🔗 [Read the full conversation](https://blogs.cfainstitute.org/investor/2025/05/15/private-equity-at-a-crossroads-a

06/13/2025

AI Bias in Finance: What You Need to Know 🧠
The Claude prompt leak exposes how embedded bias in AI can distort financial analysis. A must-read for investment pros navigating the rise of machine learning.
🔎 [Read the full article](https://blogs.cfainstitute.org/investor/2025/05/14/ai-bias-by-design-

06/11/2025

Understanding Clients Starts with Their Goals 🎯
Investment objectives reveal more than risk tolerance—they uncover behavioral biases and decision-making patterns. Gain insights to better serve clients and refine your advisory approach.
🔗 [Read the full article](https://blogs.cfainstitute.org/investor/2025/05/12/how-clients-investment-goals-reflect-risk-beh

06/09/2025

Buffett’s Legacy & Enduring Alpha 📈
Explore Warren Buffett’s investment philosophy, the end of an era at Berkshire Hathaway, and the timeless foundations of value investing. A must-read for analysts and finance professionals.
🔗 [Read the full article](https://blogs.cfainstitute.org/investor/2025/05/08/two-enduring-found

06/06/2025

Active Management’s Quiet Comeback 🔍
As passive strategies dominate headlines, active management is evolving behind the scenes. Learn how insightful managers are adapting to today’s complex markets.
🔗 [Read how active management is reinventing itself](https://blogs.cfainstitute.org/investor/2025/05/07/amid-the-noise-active-management-quietly

06/04/2025

Bond Markets Through a Trader’s Eyes 📖
Gain timeless insights into market psychology and fixed income trading with this review of Reminiscences of a Bond Operator—essential reading for today’s bond professionals.
🔗 [Read the full review](https://blogs.cfainstitute.org/investor/2025/05/06/book-review-reminiscences-of-a

05/28/2025

Tariffs & the AI Boom: A Surprising Link 🤖📈
Could US trade policy be the unexpected catalyst for an AI-driven economic shift? Explore the investment implications in this timely CFA Institute analysis.
🔗 [Read the full article](https://blogs.cfainstitute.org/investor/2025/05/05/how-tariffs-could-

05/26/2025

Rethinking the Institutional Mandate 📊
Explore how investment mandates must evolve amid shifting economic, social, and sustainability landscapes. A curated read for CFA charterholders navigating modern portfolio demands.
🔗 [Read the full compilation](https://blogs.cfainstitute.org/investor/2025/05/01/rethinking-the-institutional-mandate-a-comp

05/23/2025

When Equity Premiums Shrink, Alpha Takes Center Stage 🎯
As market returns compress, active management and true alpha become increasingly vital. Learn how to navigate a low-premium world with insights from CFA Institute.
🔗 [Read the full article here](https://blogs.cfainstitute.org/investor/2025/05/01/when-the-equity

Address

Halifax, NS
B3J2T3

Telephone

902-832-2827

Website

https://www.cfasociety.org/atlanticcanada/Pages/default.aspx

Alerts

Be the first to know and let us send you an email when CFA Society Atlantic Canada posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Organization

Send a message to CFA Society Atlantic Canada:

Shortcuts

Want your organization to be the top-listed Non Profit Organization in Halifax?