Q:

CFA Institute indicates on its website that CFA charterholders represent all investment professional careers within all types of investment firms.

According to CFA Institute, CFA member careers are broken down as follows:

  • 25% Investment Companies/Mutual Funds
  • 16% Broker Dealers
  • 11% Private Client Wealth Manager/Advisor
  • 7% Banks
  • 6% Hedge Funds
  • 4% Insurance Companies
  • 2% Pensions and Foundations
  • 29% within Research Firms, Governments, Universities and Consulting Firms


Click Here to view CFA Institute's diagram in full detail.

A:

RELATED FAQS

  1. A company I recently looked up showed institutional holdings of more than 100%. How ...

    It is obviously not technically possible for any shareholder or category of shareholder to hold more than 100% of a company's ...
  2. How do I become a CFA charterholder?

    The CFA Institute requires individuals to satisfy a number of steps to become CFA charterholders.The most widely known requirement ...
  3. What are the major categories of financial institutions and what are their primary ...

    Understand the various types of financial institutions that exist in today's economy, and learn the purpose each serves in ...
  4. How much of an institutional pension fund's portfolio is typically investing in real ...

    Learn what percentage of assets institutional pensions typically allocate to real estate investments.
RELATED TERMS
  1. Institutional Ownership

    The amount of a company’s available stock owned by mutual or ...
  2. Legal List

    A selection of eligible companies and investments, determined ...
  3. Institutional Fund

    A fund that targets high value investors with low management ...
  4. Investment Bank - IB

    A financial intermediary that performs a variety of services. ...
  5. Ishikawa Diagram

    A diagram that shows the causes of an event and is often used ...
  6. Block House

    A brokerage firm with the primary focus of locating potential ...
Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
Trading Center