Educational Institutions

CFA Institute Research Foundation

  • Charlottesville, VA
  • http://www.cfainstitute.org/about/foundation/Pages/index.aspx

Mission Statement

To produce, promote and distribute in-depth, high quality, independent research relevant to the global investment community

Main Programs

  1. Monograph and Literature Review Production
  2. Workshop for the Investment Practitioner
  3. Educational Investment Webinars
  4. Investment eLearning, Audio books and Continuing Education Courses
Service Areas

Self-reported

International

The Research Foundation of CFA Institute serves the global investment community by producing, promoting and distributing educational investment content.

ruling year

1967

Principal Officer since 2010

Self-reported

Mr Bud Haslett, CFA

Keywords

Self-reported

CFA Institute,research,Foundation,investment,asset allocation,portfolio, global, international

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EIN

54-6063408

Contact

Cause Area (NTEE Code)

Research Institutes and/or Public Policy Analysis (B05)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Programs + Results

How does this organization make a difference?

Overview

Self-reported by organization

The Research Foundation of CFA Institute educates, informs and provides tools to help global investment professionals more effectively manage the investment funds of charities, other nonprofits, pension funds and important institutions around the globe.  These organizations assist millions of people worldwide and provide retirement benefits for many millions of global retirees.

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

Monograph and Literature Review Production

Each year, the Research Foundation produces monographs and literature reviews to educate and inform global investment professionals.  These are distributed electronically to all for free and in hard copy form for a modest fee.

Category

Education

Population(s) Served

Budget

$200,000.00

Program 2

Workshop for the Investment Practitioner

Each year, the Research Foundation produces the annual workshop and offers it free to investment professionals.  At least 2 speakers participate, and free hard copies of monographs are distributed to attendees.

Category

Education

Population(s) Served

Budget

$30,000.00

Program 3

Educational Investment Webinars

Each year, the Research Foundation produces four free educational investment webinars to provide global investment professionals with access to information to keep them well-informed and effective.

Category

Education

Population(s) Served

Budget

$12,000.00

Program 4

Investment eLearning, Audio books and Continuing Education Courses

Periodically, the Research Foundation produces eLearning courses such as "A Primer for Investment Trustees", audio books such as "The Psychology of Ethics in the Finance and Investment Industry(/toc/rf/2007/2007/2) " and continuing education modules so that global investment professionals can perform more effectively.

Category

Education

Population(s) Served

Budget

$50,000.00

Charting Impact

Self-reported by organization

Five powerful questions that require reflection about what really matters - results.

  1. What is the organization aiming to accomplish?
    The goal of the CFA Institute Research Foundation is to educate investment professionals so that they can better serve their clients and enhance client investment value in an ethical fashion.
  2. What are the organization's key strategies for making this happen?
    The strategies of the CFA Institute Research Foundation include:

    1. Produce high quality research relevent to the global investment professional
    2. Assure free access to that research so that global investment professionals can enhance client investment value
    3. Support the ethical and education values of CFA Institute
  3. What are the organization's capabilities for doing this?
    The capabilities of the CFA Institute Research Foundation include:

    1. 2/3rds financial support and operational excellence provided by CFA Institute
    2. Premier Research Director with expertise and contacts in the investment research field
    3. Experienced Executive Director to coordinate activities
  4. How will they know if they are making progress?
    Indicators for the CFA Institute Research Foundation include:

    1. Survey results from the CFA Institute Publications Survey
    2. Internet page views for the Research Foundation
    3. Number of content downloads of Research Foundation content
  5. What have and haven't they accomplished so far?
    Progress for the CFA Institute Research Foundation includes:

    1. Research Foundation content is ranked highest in terms of quality and second highest in terms of relevance of all CFA Institute content.
    2. Internet page views have increased from 120,000 a year in 2010 to 450,000 a year in 2013
    3. Downloads have increased dramatically in the past few years including 70,000 downloads of the risk management book.
Service Areas

Self-reported

International

The Research Foundation of CFA Institute serves the global investment community by producing, promoting and distributing educational investment content.

Social Media

External Reviews

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

CFA INSTITUTE RESEARCH FOUNDATION
Fiscal year: Sep 01-Aug 31
Yes, financials were audited by an independent accountant.

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Operations

The people, governance practices, and partners that make the organization tick.

CFA Institute Research Foundation

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2015, 2014 and 2013
  • Board Chair, Board Co-Chair and Board Members
  • Access to the GuideStar Community
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Principal Officer

Mr Bud Haslett, CFA

STATEMENT FROM THE Principal Officer

"By providing investment content to educate global investment professionals and make them more effective, the Research Foundation benefits society by helping to enhance the financial resources of worthwhile organizations around the globe. This allows these organizations to provide more valuable charitable benefits and helps to enhance retirement benefits for millions of retirees."

Governance

BOARD CHAIR

Jeff Bailey

Target Corp.

BOARD LEADERSHIP PRACTICES

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices. Self-reported by organization

No

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?

No

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

Yes

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

Yes

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

No

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?