Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 2,900 professionals and 2,500 candidates who have chosen the unique expertise offered by the CFA® program and contribute to the growth of Montreal's financial sector and economy.

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CFA Montréal members anticipate strong demand for green policies and ESG factors in investment decisions

An in-house survey conducted among members of CFA Montréal to obtain their perspectives on the impact of the COVID-19 pandemic reveals, among other things, that 92% of respondents expect a greater demand for green policies and that ESG factors will play an increased role in investment decisions.

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in case you missed it..

The recordings of our 2019-2020 webinars are on our YouTube channel.

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Upcoming events

Unlocking climate change – Where are we now and where are we going?

Climate change risk both from physical and transition risks is becoming a systemic issue for investment portfolios. Yet, challenges remain in both identifying and managing these risks. What are investors currently doing to measure these risks? What tools and resources are available?  How are investors engaging with and assessing companies on their climate change strategies?  How will climate change analysis methodologies evolve?  What are the future trends in sustainable finance? These are some of the questions our panel of experts will answer as well as providing different stakeholder views on the current state of climate change analysis and what we can expect in the future. You will receive the link to connect to the webinar the day before the event. Language of the conference: English

Dialogue with our leaders

Risk & Oversight
Several representatives of Single-Family Offices have accepted to unveil their reality and come and talk about their challenges. They will discuss various topics that affect them, including the changes observed in recent years (environment and investment strategy, technologies used, etc.) and what this means for them. Join us for an enlightening evening! You will receive the link to connect to the webinar the day before the event. The exchanges will be held in English, Q&A in English and French.

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