CFA-Austria : CFA-Institute´s 101st Member Society
As CFA-Institute´s (formerly AIMR) 101st member societiy, our society connects members to a global network of investment professionals.
CFA-Austria was founded in March 2001 under the label ASIP (Austrian Society of Investment Professionals). At this time, our society had 13 members mainly portfolio managers and financial analysts. In August 2005, in line with the name change of AIMR into CFA-institute, our societies members agreed to change the societies name into CFA-Austria. At the time the society was founded, following goals where set:
- increase the knowledge of the public about the CFA-program
- yearly newspaper-article about the new CFA-charter holders
- ceremony for the charter-receipients with an international guest speaker
events concerning important recent topics
- sharing information between members
- introduction of comprehensive continuing education programs
- "Code of Conduct" for financial analysts
- EU Investment Directive and other relevant law-changes
- GIPS - Global Investment Performance Standards
programs & courses
- continuing education of members, society, press and future CFA-candidates
- organization of seminars with guest speakers for continuing education
- "Seminar in a Box" - a standardized speech for financial analysts
- "CFA Candidate Prep-Courses"
society ethics
- "Code of Conduct" for financial analysts
CFA Austria currently has 151 members (as per end of 2005).
The following is a breakdown by industry and job title:
90 % CFA charterholders
10 % NON-CFA charterholders
Industry members
14 % Broker Dealer, Investment Banking
30 % Commercial/Retail Banking, Bank Trust Departments
7 % Consulting Firms
1 % Corporate/Public Sponsor & Foundation/Endowment
3 % Insurance Companies
34 % Investment Company/Mutual Fund
1 % Investment Management Counseling
11 % Other businesses including government, academic, and miscellaneous
Job Titles and Occupations
9 % Analyst, Equity & Fixed Income
9 % Analyst, Other
6 % CEO, Chairman, Partner, Principal
6 % Chief Investment Officer
7 % Investment Banker
5 % Investment Counselor
5 % Investment Firm Manager
24 % Portfolio Manager
2 % Sales/Marketing
6 % Securities Trader
21 % Other
PRESIDENT
Harald P Holzer, CFA
(2001 - 2006)
Email: [email protected]
VICE PRESIDENT
Gerhard J. Beulig, CFA
(2001 - 2006)
Email: [email protected]
SECRETARY
Andreas Schuster, CFA
(2001 - 2006)
Email: [email protected]
TREASURER
Andreas Weidinger, CFA
(2001 - 2006)
Email: [email protected]
MEMBERSHIP
Gerhard J. Beulig, CFA
(2001 - 2006)
Email: [email protected]
