CFA Society Hungary

07/08/2026

For decades, investing has been framed as a choice between active and passive strategies. But what if that's the wrong question? This Research Insight, from the CFA Institute Research Foundation explores how technology and customization are reshaping investment management and why the future may lie beyond the active-versus-passive debate.
Read the full research to discover what's next; https://cfainst.is/4potiJ7

04/08/2026

rivate markets are becoming increasingly central to capital formation, bringing new opportunities and important questions about transparency, valuation, governance, investor protection, and financial stability.
In this conversation, Rhodri Preece, CFA, examines the forces driving this structural shift, how it is reshaping capital markets, and what it means for the investment profession today and in the years ahead.
Read the research that shaped this conversation:

This report examines private markets’ growth, risks, and implications for investors, policymakers, intermediaries, and the investment profession.

31/07/2026

Private credit is no longer a niche asset class.
As the market grows and retail access expands, understanding how private credit works and the risks and opportunities it presents is becoming increasingly important for investors.
Our latest report, Private Credit: Market Structure, Fund Design, and Retail Access, explores the forces driving the market's evolution, the investment vehicles broadening access, and the key considerations for retail investors.
Click here to read the full report:

Private credit has grown from a niche institutional asset class into a $2.6 trillion global market & a major source of corporate financing.

28/07/2026

For James Cheo, CFA, the value of community has grown with every stage of his career.⁣
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From building a bridge into private sector finance to staying connected through CFA Society Singapore, his story shows how shared experience can open doors and keep professionals moving forward.⁣
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Read James’s story here: https://cfainst.is/4fkFOWq
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Discover how the CFA Institute community helps finance professionals build networks, find mentors, advance their careers, and create opportunities worldwide.

24/07/2026

Artificial intelligence is reshaping finance, transforming how information is produced, analyzed, and acted upon across capital markets. From investment decision-making and market structure to governance, accountability, and financial stability, the implications are far-reaching.
Explore these changes in Artificial Intelligence and the Future of Finance: A Framework for Structural Change, a new CFA Institute Research and Policy Center report, and discover a framework for understanding how AI could reshape capital markets and the future of the investment profession.
Read the full research here:

AI in finance could reshape investing by changing how information is processed, capital is allocated, risk is managed, and accountability is preserved.

21/07/2026

Real estate and infrastructure are increasingly connected. Investors who understand both can ask sharper questions, assess risk with more context, and contribute more confidently to private markets decisions.
For asset owners, real assets play an important role in portfolio construction and risk oversight. That makes cross-sector knowledge more valuable, especially for professionals looking to step into private markets investment roles.
Our Private Markets and Alternative Investments Certificate covers real estate and infrastructure as part of a broader survey of private markets. Build the vocabulary, context, and confidence to engage across asset classes.
Learn more here:

Understand key features and differences between private equity, private credit, real estate and infrastructure, commodities, and hedge funds.

17/07/2026

Some decisions look small at the time. This one wasn't.
Grace Lee, CFA made a deliberate choice early in her career to build a profile that would stand out in Asia, and globally. The CFA charter was the credential that unlocked a pivotal career move, at exactly the right moment.
Setting the standard means being ready when opportunity arrives. For Grace, the charter made sure she was: https://cfainst.is/3PfPS8Z
What's the decision that changed the trajectory of your career?

Learn how to build a successful career in finance with insights from a venture capital leader and how the CFA® Program supports career growth.

14/07/2026

What does it take to finance the systems behind a modern economy?
Infrastructure debt is helping answer that question, supporting investment in areas such as renewable energy and digital infrastructure.
In a new CFA Institute Research Foundation brief, Simon Beckman, Phil Clements, CFA, CAIA, FDP, Matthieu Le Bret, FRM, CAIA, and Alfonso Ricciardelli, CFA, CAIA, examine how the asset class is evolving and what investors should consider when assessing opportunities in this growing area of alternative credit.
Read the brief and let us know your view in the comments:

The brief is an overview of the different types of infrastructure debt.

10/07/2026

AI can help employers manage thousands of job applications. But what happens when candidates start shaping themselves around algorithms?
Many graduates tell us the job search feels more impersonal than ever.
Yet the qualities employers value most, like curiosity, resilience, judgment, collaboration, and adaptability, can't always be captured by keywords alone.
Sarah Maynard, our Global Senior Head, Inclusion, explores how candidates can approach the job market without losing their individuality – and why becoming a “standardized” candidate can leave them polished but cautious, and increasingly indistinguishable from everyone else.
Read the full article here:

Automation may shape hiring, but employers still value individuality.

07/07/2026

The next generation of investors is changing the rules of wealth management. Gen Z and millennials aren’t just investing for returns, they’re investing based on values, purpose, and identity. From ESG and impact investing to AI-driven financial education and digital-first advice, expectations are shifting fast.
As the Great Wealth Transfer continues, younger investors will play an increasingly important role in shaping the future of investing and financial advice.
Explore Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers:

This report explores how Gen Z and millennial investors are reshaping financial advice, including shifts in behavior, product demand, and how wealth managers can adapt.