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CFA Society New Zealand

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Home > CFA Society New Zealand > Newsletters

Newsletters

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Please view our recent newsletters for recent activities, resources, member offers and more.

September 2021
October 2021
November/December 2021
February 2022
March 2022
April 2022
May/June 2022

We encourage members to submit content for our newsletters, including their personal profile.  Email info@cfasociety.org.nz

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RSS Enterprising Investor Blog:

  • Book Review: Your Essential Guide to Sustainable Investing July 1, 2022
    Larry Swedroe and Samuel Adams's book is a good starting point for those seeking to understand the history and current practices of sustainable investing.
    Ian Robertson, CFA
  • DC 2.0: Three Paths to More Equitable Retirement Programs June 28, 2022
    How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?
    Christopher M. Dall, CFA
  • The Financial Adviser Value Proposition: The Five Components June 28, 2022
    What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?
    Galit Ben-Joseph

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