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CFA Institute is the largest association of investment professionals in the world, leading the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
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The CIPM program leverages the global expertise of CFA Institute, the respected global leader in investment education and ethics, to deliver practice-based approaches and skills for effective investment performance and risk evaluation, manager selection, and investment reports steeped in accountability.
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The GIPS standards are voluntary and are based on the fundamental principles of full disclosure and fair representation of investment performance results. Global standardization of investment performance reporting gives investors around the world the additional transparency they need to compare and evaluate investment managers.
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Morningstar provides data on approximately 437,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services.
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The Hong Kong Investment Funds Association is a non-profit-making industry organisation that represents the fund management industry of Hong Kong. Its mission is to foster the development of the fund management industry in Hong Kong and enhance the professional standards of the industry to ensure that they are in line with international best practices.

The MPFA is a statutory body established on 17 September 1998 under section 6 of the Mandatory Provident Fund Schemes Ordinance. Its mission is to ensure the provision of retirement protection for Hong Kong’s workforce through an effective and efficient system of regulation and supervision of privately managed provident fund schemes.

MSCI is a leading provider of investment decision support tools to around 8,000 clients worldwide, ranging from large pension plans to boutique hedge funds. We offer a range of products and services - including indexes, portfolio risk and performance analytics, and governance tools - from a number of internationally recognized brands such as Barra, RiskMetrics, IPD and ISS.
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FTSE Group is a global leader in indexing and analytic solutions. FTSE calculates thousands of unique indices that measure and benchmark markets and asset classes in more than 80 countries around the world. FTSE indices are used extensively by market participants worldwide for investment analysis, performance measurement, asset allocation and hedging.
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Bloomberg is a major global provider of 24-hour financial news and information including real-time and historic price data, financials data, trading news and analyst coverage, as well as general news and sports. Its services, which span their own platform, television, radio and magazines, offer professionals analytic tools, trading platform, data services and news to financial companies and organizations.
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Investopedia is a resource for investing education, personal finance, market analysis and free trading simulators. With a comprehensive financial dictionary, exam preparation materials, and active trading strategies, it is a leading destination for investors. The site now averages over 11 Million Unique Visitors and 40 Million Page views a month and is home to over 6,300 articles, 13,000 dictionary entries, and 750 pages of tutorials covering all aspects of finance and investing.
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