Advocacy is a key function of our society.  It is currently overseen by society Directors David Kandziora (Chair) and Philip Houghton-Brown.

We aim to:

*  Advance and promote policies that serve investor protection over commercial interests.
*  Support the creation and adoption of rules and standards that improve market structure, transparency and fairness for all investors.
*  Increase industry professionalism.

Update February 2023

The Stewardship Code Aotearoa New Zealand, provides guiding principles for responsible investment stewardship.  CFA Society NZ Directors David Kandziora and Philip Houghton-Brown were on the development committee for the code.

There were 15 founding signatories (by the end of 2022).  A recorded webinar about the code can be viewed here.


About CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Go to CFA Institute