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The CFA Institute Research Challenge is an annual global competition in equity research hosted by the CFA Institute started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis.
Analyst performance is ranked by a range of services such as StarMine owned by Thomson Reuters or Institutional Investor magazine. Research by Numis found that small companies with the most analyst coverage outperformed peers by 2.5 per cent — while those with low coverage underperformed by 0.7%. [17] See Neglected firm effect.
The Finnish Society of Financial Analysts; Courses & Seminars in English, offered by Oslo Stock Exchange; Courses & Seminars in Norwegian/Norsk, offered by Oslo Stock Exchange; SwedSec Licensiering AB, subsidiary of the Swedish Securities Dealers Association; The European Federation of Financial Analysts Societies
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
The Chartered Alternative Investment Analyst (CAIA) designation is a financial certification for investment professionals conferred by the CAIA Association. The curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments. Candidates must complete two examinations in succession and pay an ...
In 2023, index equity mutual funds had an asset-weighted average expense ratio of 0.05%, or just $5 for every $10,000 invested, according to research by the Investment Company Institute.
Securities analysts are commonly divided between the two basic kinds of securities: equity analysts (researching stocks and their issuers) and fixed income analysts (researching bond issuers); there are various other financial instruments. There are some analysts who cover all of the securities of a particular issuer, stocks and bonds alike.
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