CFA Society Hungary

13/10/2026

From analyzing companies to shaping investment strategies, Cindy Lam's journey reflects how sustainability knowledge is becoming an essential part of investment decision-making today.
Discover how the Sustainable Investing Certificate can help you build the skills to navigate a changing investment landscape:

09/10/2026

When there are too many options, a clear North Star can help us cut through the noise.
Ryan Johnston pairs his long-term values, principles and goals with a simple “heck yes” test to make decisions without overthinking them.
What helps you stay focused when you’re deciding what comes next?
Watch his full member-exclusive interview here: https://cfainst.is/4Asr9kB

06/10/2026

Private markets have traditionally been harder for retail investors to access. That is changing.
In 2024, the EU overhauled the rules governing European long-term investment funds (ELTIFs), expanding retail access to private equity, private credit, and infrastructure, asset classes that were traditionally dominated by institutions.
The reform has set off a strong supply-side response: fund numbers and assets under management are both growing quickly. But our latest research finds that as access widens, so does the responsibility for investor protection, and much of it now falls on advisers, platforms, and investors themselves to navigate.
Read the full report:

02/10/2026

What happens when markets start thinking alike?
AI can help investors process information faster, but faster doesn’t always mean more efficient. As institutions increasingly rely on similar models, false signals, crowded trades, and shared model failures could reshape price discovery and systemic risk.
Explore the Algorithmic Market Hypothesis and why model diversity matters in our latest report:

Explore how LLMs and algorithmic investing reshape market efficiency, price discovery, factor investing, alpha decay, and systemic risk.

02/10/2026

What can signal a shift in the relationship between stocks and bonds? The answer may lie in places investors don’t always look.
Across 127 macroeconomic indicators, manufacturing and housing data stood out as useful signals, while familiar measures such as inflation, industrial production, the federal funds rate, and the yield curve told only part of the story.
New research from Friedrich Baumann, Abdolreza Nazemi, and Frank J. Fabozzi, CFA, for CFA Institute Research Foundation looks at which signals matter most, and why the usual indicators may fall short.
Read the full article:

This brief discusses how machine learning can identify macroeconomic drivers of the shifting stock–bond correlation, offering actionable insights for asset allocation and risk management.

02/10/2026

🇮🇳 Bring your financial knowledge closer to the professional world.
This November, Associate membership launches in India, bringing you new ways to connect, learn and grow professionally.
Become part of the CFA Institute global community. Access learning and career resources. And through the India-focused Career Accelerator Program, build the workplace skills to apply your financial knowledge.
Join the pre-launch waitlist:

Associate membership Built for early-career finance professionals and aspirants in India. Join the CFA Institute global community and get access to the job-ready learning through the Career Accelerator Program (CAP). Learn more Based outside India? Visit our global site for other membership options....

21/09/2026

What do you value most in a teammate?
Strong technical skills matter. So do ethics, integrity, and a global perspective.
That's why organizations around the world value CFA charterholders. Hear how investment management professionals describe the impact the CFA Program and charter have on their teams.
Learn why organizations around the world choose to hire CFA charterholders:

There are many reasons why leaders across the investment industry trust their firms’ futures to CFA® charterholders.

15/09/2026

The CIPM Program can deepen more than technical knowledge.
Experts share how it strengthened their understanding, renewed their insight into the numbers and helped them connect with peers who know investment performance.
How could deeper performance knowledge change the way you approach your role?
Explore more here:

CIPM® is a professional accreditation program from CFA Institute that helps professionals evaluate investment performance and select managers.

11/09/2026

Why do promising factor strategies so often disappoint in practice?
In this CFA Institute Research Foundation brief, Marcos López de Prado and Vincent Zoonekynd explore how confusing correlation with causation can produce misleading results and why causal reasoning could support more reliable investment decisions.
Read the full research to discover how professionals can identify and avoid “factor mirages”:

08/09/2026

What happens when familiar investment challenges demand a different way of thinking?
In our latest Enterprising Investor editor’s picks, we examine two ideas that deserve closer attention:
Could defined contribution savings provide retirees with a pension-like income stream, without additional funding costs? Ernie Caballero explores a retirement strategy that may be hiding in plain sight.
And as extreme heat creates measurable company-level impacts, Mustafa Dah asks why markets still struggle to price the risk, and what investors should incorporate into financial analysis.
Read both perspectives:
Retirement strategy: https://cfainst.is/4xAN5b3
Heat-risk: https://cfainst.is/4xydciI

Extreme heat is becoming a measurable investment risk, but markets have yet to consistently price its impact into corporate valuations.