Blogs

Finance Students from Norway and Denmark Unpack Video Tech Firm's Potential in CFA Research Challenge

By Trine Christensen Sy posted 22 Feb, 2024
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Finance students from Norway and Denmark are making their final edits on their research case for video technology firm Pexip that they will present to a panel of judges in the local final of CFA Institute Research Challenge. Competing in teams of three to five, the students conduct an in-depth analysis of a chosen listed company as they assume the role of research analyst and are judged on their ability to value a stock, write a research report, and present their recommendations. “This experience stands out from our other courses as it provides a refreshing depth of understanding of the subject matter and the finance world. The opportunity to dive deeper ...
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New Board of Directors at CFA Society Norway

By Trine Christensen Sy posted 18 Sep, 2023
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CFA Society Norway is pleased to announce the appointment of five new members to the board of directors at its annual general meeting on 14 September. Marco Proto, Kristine Kjos, Terje Polden, Camilla Salomonsen, and Adrien Changarnier will be succeeding Isabelle Juillard Thompson, Rune Gjessing, Fabrizio Ricci, and Yanling Zheng. The outgoing members have completed their maximum terms as board members. Viktor Lillehagen, an existing board member, has been re-elected for an additional two-year term. Erlend Fredriksen, who was re-elected as President of CFA Society Norway, remarked, "We are excited to welcome the new board members. Their combined ...
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BI Norwegian Business School Named Winner of Local CFA Institute Research Challenge

By Trine Christensen Sy posted 03 Mar, 2023
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Students advance to the next level of the world's leading investement research competition A team of students representing BI Norwegian Business School won the local round of the 2023 CFA Institute Research Challenge and will advance to the regional final of the competition where they will face other universities from across . Winning team members, including Rayan Sayyah, Christian Manthey and Nicola Martini presented their analysis and buy/sell/hold recommendation on SimCorp to a panel of distinguished judges from the investment community. The winning team was mentored by  Mazen Younes , Analyst at Connectum Capital ...
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CFA Society Norway’s members predict market rebound in 2023

By Trine Christensen Sy posted 20 Feb, 2023
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Key stock indexes in Norway and the U.S are expected to rise in 2023 led by energy and technology firms, while real estate is expected to fall, according to a forecast survey among members in CFA Society Norway. The majority in the survey expects that both the OSEBX-index and S&P 500 will rise more than ten percent and that equities will the best performing asset class in 2023. Only one respondent expects a correction this year. "While it's not uncommon to see a market rebound after a period of sharp decline, many of the same uncertainty factors which affected global economies and markets last year will likely continue to influence investors ...
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ESG, Biodiversity, Inflation, Biases & the Rise of China

By Trine Christensen Sy posted 20 Feb, 2023
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Stockholm (NordSIP) – Every year since 2019, the CFA Societies in the Nordics have come together to organise the Nordic Investment Conference. After a couple of years of virtual events, the 2022 edition took place in Oslo and was available digitally for a worldwide audience. For those who did not have the opportunity to attend, we provide a rapid summary of a well-curated and thought-provoking programme. A rollercoaster agenda For the past year, NordSIP has been operating as the Executive Office for the CFA Society Sweden and, in this capacity, was proud to be able to contribute, albeit very modestly, to the success of this event. After a short welcome ...
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Rising investment risks dominate Nordic Investment Conference 2022

By Trine Christensen Sy posted 20 Feb, 2023
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With inflation rates not seen in decades, soaring energy prices, geopolitical disputes, and rapid climate changes as the backdrop for this year's Nordic Investment Conference, investors and investment managers seek to navigate the plethora of risks the coming decade. The Nordic Investment Conference is a yearly event, and its purpose is to discuss current and relevant topics for the investment profession. It brings together local expertise and global perspectives. "This year's conference draws a lot of interesting perspectives on relevant topics that investment management professionals must deal with the coming years. We were very pleased to have prominent ...
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Members expect global growth to continue, US stocks seen lagging

By Trine Christensen Sy posted 20 Feb, 2023
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A majority of portfolio   managers, analysts and company representatives in CFA Society Norway and NFF expect key stock indices in Europe and Asia will rise 5 to 10 percent in 2022 due to global economic growth, according to a forecast survey among its members.    Almost two-thirds of the respondents expect continued growth for global stock markets in 2022, while the rest expect a correction. U.S stocks are seen to be hit hardest by those who forecast a correction, with one-third of respondents predicting the S&P 500 Index down five to ten percent in 2022, led by tech and consumer goods companies. More than half of the respondents see ...
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Erlend Fredriksen elected President of CFA Society Norway, new board established

By Trine Christensen Sy posted 20 Feb, 2023
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Erlend Fredriksen, CFA and Portfolio Manager at DNB, was elected new President of CFA Society Norway for a period of two years at the Annual General Meeting on 20 September. Fredriksen has served as a board member for the past two year as a member of the Event Committee, and replaces Isabelle Juillard Thompsen who ended her four-year term as President,  reaching the max term allowed, and 5 years as board member. She remains on the board to support the transition . "I am extremely honoured and will work hard to ensure that the CFA designation gains more relevance in Norway, and do my best to continue the great work of my predecessors and Isabelle ...
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The Future of Sustainability in Investment Management

By Trine Christensen Sy posted 20 Feb, 2023
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The future of sustainable investing requires balancing goals and interests of stakeholders. It is critical to the sustainability of investing, serving society by improving long-term outcomes. The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing the short term and long term to ensure that short-term goals do not compromise long-term goals, and balancing stakeholder interests and seeking fair outcomes for all. None of this is easy. But sustainable investing is critical to the sustainability of investing. Although the future of sustainable investing includes many unknowns, three ...
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CFA Society Norway launches Certificate in ESG Investing

By Trine Christensen Sy posted 20 Feb, 2023
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New global education program sets standard, enabling investment practitioners to analyse and integrate ESG factors in their daily practice CFA Society Norway, the local society of investment professionals, announces today that it will market the CFA Certificate in ESG Investing [1]   in Norway. The education program represents a new global qualification for ESG in investment management; it aims to strengthen market integrity by delivering the benchmark knowledge and skills required by investment professionals to integrate environmental, social and governance (ESG) factors into the investment process. With 76% of institutional investors and 69% of retail ...
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CFA Society Norway joins Women In Investment Management Initiative

By Trine Christensen Sy posted 20 Feb, 2023
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CFA Society Norway joins the CFA Institute Women In Investment Management (WIM) Initiative to demonstrate the finance community's commitment to inclusion and equity. CFA Societies and FPA chapters around the world have joined efforts to share goals of inclusion and diversity in capitalism. The partnership currently comprises 68 societies across the US, Canada, Caribbean, EMEA and Latin America, representing ~60,000 finance professionals and approximately 40 percent of the global CFA Society network.  As the finance industry continues to evolve and change rapidly, there is a growing demand for new capabilities, more diversity and inclusive workforce ...
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CFA Society Norway and the Norwegian Society of Financial Analysts sign collaboration agreement

By Trine Christensen Sy posted 20 Feb, 2023
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CFA Society Norway and the Norwegian Society of Financial Analysts sign a collaboration agreement to create a hub for competence and learning for finance professionals in Norway. Both organizations work for the common goal of high professional standards, capital market integrity and promote excellence of practice for well-functioning capital markets. "Together, we wish to collaborate on advocacy work in the financial markets and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice," says Isabelle Juillard Thompsen, CFA, President of CFA Society Norway. The purpose of the agreement ...
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Low interest rates and ESG dominate discussions at the 2nd Nordic Investment Conference

By Trine Christensen Sy posted 20 Feb, 2023
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18 March 2021 – Against the backdrop of a global pandemic and over a decade of low interest rates, discussions at the 2nd Nordic Investment Conference held over the last two days (16-17 March) underlined the point that financial professionals must not be under any illusion that the status quo will be maintained. Portfolio managers and central banks will need to be prepared to rethink their strategies and priorities.  “ The Nordic Investment Conference was established to leverage on the uniqueness and success of the Nordic models. This year, we were pleased to have prominent Nordic experts from sovereign wealth funds, central banks, large Nordic PE funds ...
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Nordic high yield bond market in recovery after deterioration in 2020

By Trine Christensen Sy posted 20 Feb, 2023
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Market liquidity and investor appetite for Nordic high yield bonds are slowly returning after a complete deterioration last year, due to the weak global economy caused by the Covid-19 pandemic and collapse in the oil price, DNB Markets credit strategist Ole André Kjennerud told a CFA Society Norway webinar.  34 CFA members and candidates had signed up to hear Kjennerud and DNB Markets' analysis of how the bond market collapsed during the global lockdown in March 2020, causing record high spreads and hurting companies in need of financing. "The entire market dried up within a few weeks. Not just the high yield market, but the entire bond market froze», ...
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CFA Society Norway made co-sponsor to promote GIPS

By Trine Christensen Sy posted 20 Feb, 2023
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Rapidly changing financial markets, globalized investment processes, and increased competition among investment management firms, all demonstrate the need to standardize the calculation and presentation of investment performance. Organizations that adhere to the 2020 global investment performance standards (GIPS) help assure investors and beneficiaries that the firm's and the asset owner's investment performance is complete and fairly presented. Earlier this year, CFA Society Norway was named co-sponsors of the Global Investment Performance Standards (GIPS) in Norway together with the Norwegian Society of Financial analyst (NFF). CFA Institute ...
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Norway ranks eight in CFA Institute sponsored Mercer Global pension index

By Trine Christensen Sy posted 17 Feb, 2023
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Norway's retirement income system is ranked as number eight amongst 39 different systems globally, according to The Mercer CFA Institute Global Pension index 2020. CFA Institute is for the first time this year the main sponsor of the Mercer Global Pension Index, which benchmarks each retirement income system using more than 50 indicators ranging from benefits to system design, demography and government regulations. The Norwegian index value remains unchanged from 2019 to 2020 despite small movements in each of the three sub-indexes, which are used to calculate the overall value in the annual pension systems comparison. Interesting inputs ...
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