Blogs

On May 18, 2024, Rizchelle Sampang-Manaog, CPAE, Program Director of CFA Society Philippines, led an information session on the CFA Program at the “Crossroads: UPDEPPO Career Fair 2024” organized by the UPDEPPO Sablay 2024 Committee and the UPDEPPO Student Council at UP Diliman Extension Program in Pampanga. The CFA Program, managed by CFA Institute, is the premier global credential for investment professionals. It covers key areas such as investment analysis, portfolio management, and ethics, preparing candidates for successful careers in finance. Rizchelle discussed: Career Opportunities: How the CFA charter opens doors in fields like portfolio ...

On May 10, 2024, CFA Society Philippines hosted an insightful webinar with Mr. David Von Eiff, Director for Global Standards at CFA Institute, titled "Exploring Greenwashing Risks in Investment Fund Disclosures: An Investor Perspective." The webinar addressed the impact of greenwashing on the investment industry and offered strategies to mitigate these risks. Mr. Von Eiff explained that greenwashing erodes investor trust, leads to ESG fund outflows, and results in misallocated assets. The core of his presentation was a detailed analysis of ESG disclosures from 60 investment funds (30 from the EU and 30 from North America), aimed at understanding issues that ...

The 2nd Philippine ESG Investors Summit, a key event highlighting the latest developments in ESG (Environmental, Social, and Governance) practices, was held on May 14, 2024. CFA Society Philippines proudly partnered in this significant initiative, emphasizing its dedication to advancing ESG principles within the financial industry. The summit featured esteemed speakers and thought leaders. Ms. Sharon P. Almanza, National Treasurer of the Bureau of the Treasury, delivered the opening keynote, followed by Deputy Governor Chuchi G. Fonacier of Bangko Sentral ng Pilipinas, who underscored the critical importance of ESG investing. Notable presentations included: ...

In a notable gathering that celebrated the 75-year journey of safeguarding the Filipino economy, Dr. Robert Ramos, President and Chairman of CFA Society Philippines, graced the 2024 Annual Reception for the Banking Community of the Bangko Sentral ng Pilipinas (BSP). The event, held under the theme "Safeguarding the Filipino Economy: A 75-Year Journey," brought together key figures and stakeholders in the financial sector to reflect on the achievements and challenges faced over the decades. As a leader in the CFA Society Philippines, his attendance underscored the society's commitment to contributing expertise and fostering collaboration within the financial ...

In a bid to enhance talent development and address the evolving needs of the financial industry, a significant meeting took place last April 18, 2024 between the CFA Institute, CFA Society Philippines, and HSBC Philippines. The financial landscape is continuously evolving, marked by rapid technological advancements, shifting regulatory landscapes, and changing investor preferences. In such a dynamic environment, staying ahead of the curve requires a workforce equipped with cutting-edge skills and a profound understanding of global financial markets. Recognizing this imperative, key stakeholders convened to chart a course for talent development that aligns ...

In a recent interview, last April 30, 2024, on ANC Business Outlook, Mark Jasson Ilao, CFA, Committee Chair of Best Managed Funds of the Year, provided a comprehensive overview of the initiative's advocacy and methodology. The interview, hosted by Salve Duplito and Ron Cruz, delved into the inception of the program nine years ago and its evolution into a prestigious recognition of excellence in fund management. The Best Managed Funds of the Year program, spearheaded by CFA Society Philippines, aims to identify and celebrate funds that have demonstrated exceptional performance metrics relative to their peers. Ilao emphasized the importance of recognizing professionally-managed ...