44 episodes

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Institute has 10 offices worldwide and 160 local societies.

For more information, visit www.cfainstitute.org or follow us on Linkedin and X at @CFAInstitute.

Let's Talk EU CFA Institute

    • News

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Institute has 10 offices worldwide and 160 local societies.

For more information, visit www.cfainstitute.org or follow us on Linkedin and X at @CFAInstitute.

    Facing the challenges of the Retail Investment Strategy: A better understanding of retail investors through the use of behavioural economics

    Facing the challenges of the Retail Investment Strategy: A better understanding of retail investors through the use of behavioural economics

    Josina Kamerling and Alexandra van Geen, Senior Supervisor and Research, Consumer Behavior team at the Autoriteit Financiële Markten (AFM) discuss a dynamic approach to look at retail investors’ preferences and needs. 

    • 27 min
    A closer look at the EU Digital Agenda

    A closer look at the EU Digital Agenda

    CFA Institute and CFA Society Spain recently released a new briefing paper on Fintech in the EU. Josina Kamerling and Zaira Melero, Advocacy Committee Member, CFA Society Spain, discuss the conclusions of the report, and the challenges of the EU digital era for the financial industry.

    • 25 min
    The Retail Investment Strategy in the EU: are we finally hitting the sweet spot for retail investors?

    The Retail Investment Strategy in the EU: are we finally hitting the sweet spot for retail investors?

    Josina Kamerling and Karel Lannoo, Chief Executive Officer, Centre for European Policy Studies (CEPS) have a conversation on the recent Retail Investment Strategy Package, which was presented by the European Commission few weeks ago. They discuss the legislative proposals included in the package, and their impact on investor protection and the development of the Capital Markets Union.

    • 33 min
    The Debate on Retail Commissions is Back to the Fore in the EU: Need for a Pragmatic View

    The Debate on Retail Commissions is Back to the Fore in the EU: Need for a Pragmatic View

    CFA Institute recently released a new global survey on inducements, which focuses on the issue of the mis-selling of financial products, and the implications of the retail commissions practice. In this episode, Josina Kamerling discusses the findings of the survey, and highlights similarities and differences in every region.

    • 20 min
    The New Universe of Sustainability: The Challenging World for Company Boards

    The New Universe of Sustainability: The Challenging World for Company Boards

    Josina Kamerling has a discussion with Pauline van der Meer Mohr, Chair of the Supervisory Board of ASM International NV, and non-executive director on the Boards of AholdDelhaize, Nationale Nederlanden and Viatris Inc., about the future role for company boards on sustainability, and the way organisations should engage with shareholders.

    • 20 min
    What is the level of trust in financial services in 2022?

    What is the level of trust in financial services in 2022?

    Josina Kamerling and Rhodri Preece, Senior Head, Research, CFA Institute, discuss the findings of the 2022 CFA Institute Investor Trust Survey and talk about how retail and institutional investors are interacting with the factors impacting trust today.

    • 24 min

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