Finance loves abbreviations. And performance measurement brings a few more to the table.
At our GIPS® Standards Conference, attendees took on a rapid-fire round of The Abbreviation Game, decoding a mix of finance and investment performance terms.
Some answers came fast. Others needed a second look.
Think you could keep up? Watch and share your score in the comments.
Curious about the work behind these concepts? Explore more through the CIPM Program at the link in our bio.
Do you invest like your generation, or differently?
From Gen Z’s digital-first mindset to baby boomers’ relationship-driven approach, each generation takes a distinct approach to learning about money and making investment decisions. As wealth shifts across generations, these differences are becoming more important than ever.
Which generation are you part of, and does this reflect how you manage your finances? Or are you doing things differently?
Share your generation in the comments.
For a deeper dive into how investor behavior is evolving, explore Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers, check the link in our bio.
What does it mean to put CFA after your name in one of the world's fastest growing investment markets?
Arati Porwal, Senior Country Head for India, CFA Institute provides her insights. In her latest piece, she breaks down why the CFA charter is becoming the career differentiator for the next generation of Indian investment professionals, and what's driving unprecedented demand across the industry.
Read her latest article in our link in bio.
#SetTheStandard
What does it mean to find a new purpose in your career?
For Harald Berlinicke, CFA, it meant stepping forward as a volunteer. From decades in the industry to a moment of reset, he found a new path through our volunteer opportunities, and joined a global community, that as he calls it one of the best decisions of his life.
We work alongside volunteers from every corner of the profession, bringing experience, perspective, and a shared commitment to move the industry forward. And that community? It spans more than 160 global markets and keeps growing.
Charterholders, be part of shaping what comes next. Cast your proxy vote before 16 June. Personalized voting details can be found in your email.
Oxford engineer. VC investor. CFA charterholder.
One strong foundation beneath it all.
Watch David Ching’s story and learn more in our link in bio.
#SetTheStandard
Congratulations to University of Waterloo, the global winners of the 2026 CFA Institute Research Challenge!
More than 8,000 students. Over 1,200 universities. 160 markets. It came down to six teams in Hong Kong giving everything they had.
To every finalist who competed: your insight, rigor, and commitment made this a competition to remember.
Setting the standard is not something we do once. It’s something we build together, day by day.
Across Hong Kong and the wider region, CFA charterholders are part of a community helping move finance forward with knowledge, ethics, and a shared commitment to excellence.
We're proud to celebrate that work, and the people who make it matter.
#SetTheStandard
Investment firms are rethinking how they deliver learning to keep pace with change. From flexible, self-directed formats to a growing focus on human skills and real-world application, relevance is key to engagement.
Discover how organizations are tackling today’s learning challenges and what it means for the future of talent development.
Read more on our blog via the link in our bio.
This month’s Voices of Influence features Rowena Carreon, Head of Investment Analytics Solutions at Addepar. With a career spanning asset management, investment banking, and corporate finance, Rowena brings deep expertise in delivering data-driven insights and client solutions.
Prior to joining Addepar, she spent over a decade at BlackRock in senior leadership roles, where she drove global product development, multi-asset strategies, and business growth. From her early career in structured finance to executive roles across global markets, Rowena’s journey reflects the breadth of experience shaping today’s investment industry.
To find out more, check the link in our bio.
In an industry that’s constantly evolving, continuous learning is key.
Our network helps Ashley Fearday, Jordan Thorpe, and Alexia Drakopoulou, CFA, stay ahead with practical skills modules, educational seminars, and real-time market insights, giving them the tools to keep developing as the landscape shifts.
Find out more through the link in our bio.
#SetTheStandard
What's shaping finance this May?
Across five webinars, we're bringing together expert voices on emotional intelligence, family offices, RegTech, quantum computing, and performance measurement careers.
Some sessions carry PL credit. Some are open to all. All of them are worth your time.
Find the full lineup and register in our link in bio
Congratulations to our March 2026 CIPM® Level I and Level II candidates.
Exam results are out now, this is your moment to see how far you’ve come.
However it turned out, progress in this program builds real expertise 👏
