CFA Society Romania

A Member of the CFA Institute Global Network of Societies

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 CFA Romania Advocacy

​CFA Society Romania aims to shape public policy and promote practices that put investors' interests first. Our Society is uniquely placed to provide insights, views, and opinions on regulatory and ethical issues facing the investment profession in Romania.

​We are very much interested in proposals for improvements in the regulatory framework and current practices for areas such as:

  • Ethics
  • Investor protection
  • Benchmark and Indices
  • Financial reporting
  • Performance presentation
  • Unitary fair-value accounting standard, for all pension funds and all mutual funds​

 "An Ideal Pension System"

In alignment with CFA Institute mission, CFA Society Romania is engaged in providing locally an informed insight and a basis for constructive debates on the issue of long-term sustainability of pension systems, investor protection and well-being at society level. In October 2018, CFA Romania has launched in Romania the "Ideal Pension System" study, conducted by CFA Institute and Mercer.​ 

CFA Romania sees this as a first step in the effort to involve the institutional environment, the capital market, the employers and the business environment as well as the individual participants in a constructive dialogue aimed at identifying the ideal pension system for our country.

Please access the study and the press release for further information (in Romanian)​.
Launching event website: Cum arata "Sistemul Ideal de Pens​ii"?.