Events & News - 28 November 2017
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  PIR One Year After
Innovations, Expectations, Future
Milan, 5 December - Palazzo Mezzanotte - 5 pm

You will have the opportunity to review and analyze the effect of the introduction of “PIR” on the Italian market and follow the debate between Italian Fund Managers and Brokers and some of the best Italian Companies.


Michele Troiani – Borsa Italiana, London Stock Exchange Group
Angelo Meda, CFA, CIPM – Banor SIM
Francesco Cavallo – Kairos Partners SGR
Jacopo Tagliaferri – Intermonte SIM
Leonardo Cucchiarini - Axelero (AIM)
Giulio Domma - Iren (MTA)
Gianni Sebastiano – Exprivia (STAR)

For further information and registration click here

In collaboration with

  The Future of Investment Research
The View from Italy

MiFID II will dramatically change the provision of investment research in Europe: brokers will have to unbundle execution services from investment research and price them separately, while asset managers will have to develop research budgets, and either pass the cost of research on to clients via pre-agreed Research Payment Accounts or absorb the cost of research themselves (i.e. against the firm’s profit and loss).
This paper by CFA Society Italy aims to provide a comprehensive overview of research business models and regulatory frameworks and to offer the perspectives of Italian investment professionals on both the buy-side and sell-side by outlining likely outcomes and scenarios for the provision of investment research going forward.
To download the paper click here.

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© CFA Society Italy 2017