EFFAS : European Federation of Financial Analysts Societies

3rd WICI Europe International Policy Conference “INTANGIBLES: THE EUROPEAN STATE OF THE ART”

July 04, 2019

This International biennial Conference series aims to “rediscover” the centrality of intangibles and the information thereon for an equilibrated and long term growth of European companies, markets and territories, and hence to relaunch at policy level the crucial issues linked to these “special” resources for the management and drive of a knowledge-rooted, digital, sustainable and inclusive global economy.

WHAT REFORMS FOR EUROPE’S MONETARY UNION: A VIEW FROM SPAIN

19 June 2019, Brussels

Bruegel is happy to host a discussion about the following issues: the completion of a Monetary Union in an evolving international community, a European monetary policy and financial system, and lessons learned through the past year in the European economy.

This event features the presentation of the 2018 Euro Yearbook, where the authors set out to describe, analyse, and discuss the process leading to a European Monetary Policy. The results will be presented by the project’s director Fernando Fernández.

Afterwards, a discussion will open regarding the takeaways from the 2018 Yearbook in light of the current European debate.

TThe event will be livestreamed. There is no need to register for the livestream.

Follow this link for more information here

12 th Edition EFFAS Summer School will be held in Paris from 3 to 5 July 2019

Frankfurt, May 6, 2019

EFFAS is glad to announce the arrangements for the upcoming Summer School that will take place in Paris from 3 rd till 5 th of July 2019. The conferences are held in Amundi Asset Management Auditorium (90 Boulevard Pasteur, 75015 Paris), sponsor of the EFFAS Summer School 2019. Information on registration can be found on the EFFAS web.

A Framework for OFAC Compliance Commitments

Frankfurt, May 15, 2019

On May 2, 2019, the US Treasury Department’s Office of Foreign Assets Control (OFAC) published guidance on the core elements of what OFAC considers to be an effective sanctions compliance program. According to OFAC, its document—A Framework for OFAC Compliance Commitments (the “Framework”) - is aimed at both US organizations and foreign (i.e., non-US) entities that conduct business in or with the US, US Persons, or using US-origin goods or services.

The Framework outlines five essential components of a compliance program - management commitment, risk assessment, internal controls, testing and auditing, and training - and lists several.

Read the complete document here

CESGA® Certified ESG Analyst consolidates successfully in the market

Frankfurt, 25 April 2019

The CESGA ® training programme has been fully renewed in 2019 to face a more competitive environment as well as a more developed market and ESG culture. The new generation CESGA© 2.0 combines ESG know-how and fundamental company analysis valuation at both, a basic and advanced levels. After 4 years of continual development, the CESGA® consolidates its general objective to make accessible to participants the importance of ESG issues in the investment process chain.

Latest News

04 March 2020

European Corporate Reporting Lab@EFRAG (European Lab’s) report “How to improve climate-related reporting - A summary of good practices from Europe and beyond.”

A report launched in February this year which should be of interest to EFFAS members and especially those concerned with ESG is “How to improve climate-related reporting: A summary of...

27 February 2020

ESMA’s Strategy on Sustainable Finance

The European Securities and Markets Authority (ESMA), the EU’s securities markets regulator, published its Strategy on Sustainable Finance (images/pdf/position-papers/esma22-105-1052_sustainable_finance_strategy.pdf) on 6th February 2020. This should be of special interest to...

10 February 2020

A day of ESG with KPMG and Forética

Madrid, February 11, 2020. Jesús López Zaballos, FEF School Director and President of the European Federation of Financial Analyst Societies (EFFAS), will participate in the presentation of the study The...

24 January 2020

EFFAS BOARD MEMBERS TO PARTICIPATE IN ROUND TABLE ON ESG AT REIT CONFERENCE

Madrid, February 11, 2020. The European Public Real Estate Association (EPRA) and Iberian Property have invited Jesús López Zaballos, EFFAS Chairman; and Manuel Puerta da Costa, chairman of APAF and EFFAS...

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3rd WICI Europe International Policy Conference “INTANGIBLES: THE EUROPEAN STATE OF THE ART”

WHAT REFORMS FOR EUROPE’S MONETARY UNION: A VIEW FROM SPAIN

12 th Edition EFFAS Summer School will be held in Paris from 3 to 5 July 2019

A Framework for OFAC Compliance Commitments

CESGA® Certified ESG Analyst consolidates successfully in the market

More Articles ...

Latest News

European Corporate Reporting Lab@EFRAG (European Lab’s) report “How to improve climate-related reporting - A summary of good practices from Europe and beyond.”

ESMA’s Strategy on Sustainable Finance

A day of ESG with KPMG and Forética

EFFAS BOARD MEMBERS TO PARTICIPATE IN ROUND TABLE ON ESG AT REIT CONFERENCE

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