CFA Institute Strategy 2015/2022 Planning and Partnering for the Future EMEA Society Regional Meeting Dublin, Ireland.

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Presentation transcript:

CFA Institute Strategy 2015/2022 Planning and Partnering for the Future EMEA Society Regional Meeting Dublin, Ireland

En route to Vision2012 Tokyo Board Narrative San Francisco Board Fully fledged strategy Chicago Board Adoption Listening – Research/ engagement Interactive - Socializing Iterative – Straw-men Arresting - Narrative CFA Institute 2015/2022 Strategy 2/3/20122

Vision 2012 Strategy Map Current and Future Macro - Broad Environment Current and Future Macro - Investment Profession Mission and Vision Narrative Shift Chart Strategy Map 2015/2022 Decision Lead Red = Board Black = Leadership Team Green = Shared Identify Opportunities Key Tools to Define the New Strategy Planning Canvas CFA Institute 2015/2022 Strategy 2/3/20123

Mission: To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence to the ultimate benefit of society. Strategic Focus: Broader Mission Bolder Voice Bigger Tent 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20124

Broader Mission:  Understand and invest in our broader mission with a focus on addressing the loss of public trust.  Promote ethical and trustworthy investment markets and services.  Education for investment professionals and other market participants (including the CFA Program and beyond). Potential impact for societies:  Higher profile for CFA Institute and the CFA charter, with a particular focus as above.  More public awareness.  Other ideas – your suggestions. 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20125

Bolder Voice:  Become a strong, brave voice for ethics in the investment profession, understanding the significance of the commitment, strategic investment, and risk.  Promote our values in the investment industry.  Take a leading voice in rebuilding trust in the investment profession. Potential impact for societies:  Opportunities for advocacy with employers or regulators, local leadership.  Local/regional focus on ethics and Code and Standards, educating regulators and media.  Other ideas – your suggestions. 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20126

Bigger Tent:  Initiate broad relationships with individuals and institutions in the financial industry, with a continued emphasis on our core membership as the professionals of the investment industry.  Broaden our global reach with those working in, or using the financial markets.  Spread use of our ethical standards to a broader group. Potential impact for societies:  New opportunities for local engagement.  Reach out to a broader group of market participants.  Broader education opportunities in local markets.  Other ideas – your suggestions. 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20127

Thank You CFA Institute 2015/2022 Strategy 2/3/20128