OppenheimerFunds has partnered with the Chartered Alternative Investment Analyst (CAIA) Association to develop specialised alternative investment training for the firm’s client engagement teams and further serve the needs of high net worth (HNW) clients. In October 2017, OppenheimerFunds announced a joint
The ACI – The Financial Markets Association (ACIFMA), a global finance trade association with over 8,000 international members in five continents, has signed an agreement with the Chartered Institute for Securities & Investment (CISI). ACIFMA, established in 1955 and based
Sterling Trading Tech (STT), a specialist in professional trading technology solutions, and Nasdaq have created a video series outlining the primary features and benefits of utilising Nasdaq TotalView on Sterling Trader Pro professional trading platform. Nasdaq TotalView is the standard
The Chartered Alternative Investment Analyst (CAIA) Association, a global leader in alternative investment education, is marking the successful first year of its ‘stackable credential program’, which allows a limited number of qualified members of CFA Institute to move directly to Level II of the rigorous two-part CAIA exam.
The Investment Management Due Diligence Association (IMDDA) has named the first-ever group of people to achieve the new Chartered Due Diligence Analyst (CDDA) designation after sitting for and passing an intensive examination. Under development by the IMDDA for more than
KRM22, a technology and software investment company with a particular focus on risk management in capital markets, has launched access to the Market Abuse Centre online training programmes through its Global Risk Platform. KRM22 has signed a partnership agreement with
The Investment Management Due Diligence Association (IMDDA), an organisation dedicated to the professionals who investigate facts concerning investment programs, has released an expanded training class schedule for 2018. Developed by a task force of leaders in due diligence, each class
Thomson Reuters has expanded its e-learning capabilities with new compliance training courses designed to give organisations a clear, concise understanding of the regulatory framework mandated by the European Securities & Markets Authority (ESMA) under MiFID II. Thomson Reuters MiFID II
Risk management comes in many forms for private equity and alternative investment firms, with a wide range of scenarios to consider including: account technology risk; third party and supply chain risk; fraud and misconduct risk; cyber risk; compliance risk; and
Alternative Investments Forum (AIF) has appointed veteran institutional investor Melissa Waller as president of its newly formed AIF Institute. The AIF Institute is the branch of AIF dedicated to educating institutional asset owners about the use of alternative investments such
