Cfa Management Information

The Trade Management Guidelines help firms, investment professionals, and clients understand the complexities of best execution, the way firms maximize the value of a client's portfolio.

Website	http://www.cfainstitute.org/ethics/codes/trade/Pages/index.aspx
Revenue	$336.1 million
Employees	5 (2 on RocketReach)
Address	915 E High St, Charlottesville, Virginia 22902, US
Industry	Business Consulting and Services
Keywords	Best Execution, Investment Management, Investment Professionals, Investment Strategies, Portfolio Optimization, Portfolio Management, Investment Research, Client Portfolio, Trade Management, Securities Trading, Asset Management, Financial Analysis, Financial Planning, Financial Markets, Wealth Management, Brokerage Services, Regulatory Compliance, Risk Management
Competitors	FINRA (Financial Industry Regulatory Authority), CFA Institute, Global Association of Risk Professionals (GARP), The Chartered Institute for Securities & Investment (The CISI), CAIA Association, Independent Appraiser, Institute of Risk Management, FP Canada, International Cemetery and Funeral Association, Asian Film Awards Academy +27 more (view full list)