ABOUT CFA INSTITUTE
CFA Institute is the global community of 160,000 investment management professionals working to build an industry in which investors' interests come first, financial markets function at their best, and economies grow.
We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession.
We offer a world-class suite of educational offerings to employers, students, working professionals, and regulators who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide.
Geographic ProfileTop Occupations of Members Globally
Investment Practice Years in Industry
Data are based on self-reported demographic and employment data from CFA Institute members as of 21 September 2017.
5% 5 Years or Less
3% Other
27% Over 20 Years
19% 16 to 20 Years
21% 11 to 15 Years
24% 6 to 10 Years
OUR AUDIENCE
CFA Institute has more than 160,000 members in more than 155 countriesand territories, 96% of whom are CFA® charterholders.
62% Americas
17% Asia Pacific
Portfolio Manager (23%)
Research Analyst (15%)
Chief-Level Executive (8%)
Consultant (7%)
Risk Manager (6%)
Corporate Financial Analyst (5%)
Relationship Manager (5%)
Financial Adviser (5%)
Other (26%)
Equities (34%)
Fixed Income (19%)
Private Equity (6%)
Derivatives (3%)
Hedge Funds (3%)
Real Estate (3%)
Structured Products (2%)
Commodities (1%)
Foreign Currency (1%)
Indexed (1%)
Venture Capital (1%)
Not Applicable (18%)
Other (8%)
21% Europe, Middle East, and Africa
Employer Assets (aum) in US Dollars
Primary Asset Base
Buy Side vs. Sell Side Top 10 employers of CFA charterholders:
Bank of America Merrill Lynch
BlackRock
Citigroup
Credit Suisse
HSBC
JP Morgan Chase
Morgan Stanley Smith Barney
RBC
UBS
Wells Fargo
49% Buy Side
13% Sell Side
7% Buy Side/Sell Side
31% Neither
8% < 250 Million
7% 250 Million – 1 Billion
9% 1 Billion – 5 Billion
9% 5 Billion – 20 Billion
6% 20 Billion – 50 Billion
13% > 250 Billion
9% Prefer Not to Answer
28% Not Applicable
11% 50 Billion – 250 Billion
32% Institutional
18% Private
10% Both
40% Not Applicable
OUR AUDIENCE
MEMBERSHIP PROFILE
Data are based on self-reported demographic and employment data from CFA Institute members as of 21 September 2017.
EDITORIAL FOCUSCFA Institute Magazine is a quarterly, practice-based, professional member magazine. It is sent to all CFA Institute members in March, June, September, and December.
Launched in January 2003, CFA Institute Magazine was created based on feedback from a series of worldwide focus groups and a member survey. Members told us they wanted a publication that updated them on CFA Institute initiatives in addition to providing global financial reporting and regulatory developments, in-depth industry coverage, lively debates, and "nuts and bolts" articles containing practical applications. The result of our research: CFA Institute Magazine.
The magazine is provided as a benefit of CFA Institute membership and distributed electronically to a global audience of more than 160,000 members.
EditorsRoger Mitchell Managing Editor,
CFA Institute Magazine
Launch Date 2003
CFA Institute Advertising Policy: CFA Institute will consider advertisements that promote products and services that are relevant to investment professionals.
CFA Institute reviews advertisements for appropriate content, claims, and graphics as well as relevance to its membership. CFA Institute explicitly reserves the
right at any time, and at its discretion, to reject advertisements or cancel any order for advertising that it deems to be inappropriate, irrelevant, or offensive in
any way, including, but not limited to, advertisements that are racially discriminating, sexually explicit, include false product claims, or attack other advertisers
or service providers. This right to reject or cancel shall extend even if the ad in question has been run previously. All advertisements must include the following:
name of the company making the offer in 10 point font or larger and contact details to reach said company (telephone, email, and/or website address).
CFA INSTITUTE MAGAZINE E-Zine
Total Circulation: ≈ 160,00060% - North America18% - Europe17% - Asia Pacific3% - Middle East / Africa1% - South America
ISSUE INSERTION DATE MATERIALS DUE DISTRIBUTION
March 9 January 23 JanuaryWeek of 12 March (email on 13 March)
June 11 April 25 AprilWeek of 11 June (email on 13 June)
September 12 July 26 JulyWeek of 10 September (email on 13 September)
December 11 October 25 OctoberWeek of 10 December (email on 13 December)
Publishing ScheduleAD SUBMISSION https://cfa.sendmyad.com
FILE LIMITATION - JPEG or GIF only - 50k maximum (JPEG) - No limit on animation, maximum 4 frames recommended (GIF)
CLICK-THROUGH URL Please provide your own tracking URL and/or click-tags that will be embedded into your ad.
AD TYPE REQUIRED SPECIFICATIONS
Feature 576x768 pixel
Rectangular Banner 500x200 pixel
Square Banner 300x250 pixel
Vertical Banner 150x400 pixel
Horizontal Banner 400x150 pixel
E-Zine Ad Specifications
TOTAL CIRCULATION: ≈ 160,000
60% North America
3%Middle Eastand Africa
<1% Latin Americaand Caribbean
1% South America
17% Asia Pacific
18%Europe
CFA Institute Advertising Policy: CFA Institute will consider advertisements that promote products and services that are relevant to investment professionals. CFA
Institute reviews advertisements for appropriate content, claims, and graphics as well as relevance to its membership. CFA Institute explicitly reserves the right
at any time, and at its discretion, to reject advertisements or cancel any order for advertising that it deems to be inappropriate, irrelevant, or offensive in any way,
including, but not limited to, advertisements that are racially discriminating, sexually explicit, include false product claims, or attack other advertisers or service
providers. This right to reject or cancel shall extend even if the ad in question has been run previously. All advertisements must include the following: name of the
company making the offer in 10 point font or larger and contact details to reach said company (telephone, email, and/or website address).
FINANCIAL ANALYSTS JOURNAL®Print + E-zine
EDITORIAL FOCUSAs the flagship publication of CFA Institute, the Financial Analysts Journal is theleading practitioner journal in the investment management community. Since 1945,it has advanced the knowledge and understanding of the practice of investmentmanagement through the publication of rigorous, peer-reviewed, practitioner relevant
research from leading academics and practitioners. It also featuresthought-provoking opinion pieces that advance the common level of discoursewithin the investment management profession.
CFA Institute has more than 160,000 members worldwide, 95% of whom are CFAcharterholders. The vast majority of members work in the financial servicesindustry, with more than half of them being research analysts, portfolio managers,risk managers, or financial advisers. The Journal plays a critical role in helpingmembers keep up to date with practice-relevant research in the field of investmentmanagement and stay abreast of new ideas and techniques.
EditorsStephen J. Brown Matt HirstExecutive Editor, Director, Content Engagement & Publishing,Financial Analysts Journal Financial Analysts Journal
Launch Date 1945
EDITORIAL FOCUS
AD SIZE TWO-PAGE SPREAD FULL PAGE HALF PAGE
Trim (W x H) 16.5" x 10.875" 8.25" x 10.875" 7" x 4.875"
Bleed 16.75" x 11.125" 8.5" x 11.125" No bleed
SPACE SIZE COLOR 1X 2X 4X
Full-Page 4 Color $8,100 $7,300 $6,900
Half-Page 4 Color $6,300 $5,800 $5,400
Front Inside Cover 4 Color $9,000 $8,200 $7,700
Back Inside Cover 4 Color $9,000 $8,200 $7,700
Back Cover 4 Color $10,400 $9,300 $8,900
ISSUE INSERTION DATE MATERIALS DUE PUBLICATION DATE
First Quarter 8 December 21 December Week of 19 February
Second Quarter 16 March 27 March Week of 14 May
Third Quarter 15 June 26 June Week of 13 August
Fourth Quarter 14 September 25 September Week of 12 November
Rate Sheet
Print Ad Specifications
Publishing Schedule Printing Method Web offset. SWOP standards apply. 150-line screen.
MARKS Crop marks and registration marks should be at least 12 points from the edge.
FILE FORMAT High-res PDF to native files with fonts embedded. Ad elements must be placed to 100% size. FONTS PostScript Type #1. Use stylized fonts. Do not apply style attributes to basic fonts.
IMAGES/SCANS Image files with a resolution of at least 300 dpi. Line art, such as logos, should be EPS at 1200 dpi. All color images and scans must be in CMYK. Total combined ink coverage should not exceed 300%.
AD SUBMISSION https://cfa.sendmyad.com
PRODUCTION CHARGES Billed at cost. Pantone color price is $215 per color per page.
INSERTS, ISSUE WRAPAROUNDS, BELLY BANDS Contact Roman McAchren ([email protected]) for rates and specifications.
All text, logos, borders, and boxes that do not bleed should stay within .25" of trim.
FINANCIAL ANALYSTS JOURNAL®
Advertising and Materials Contact
AD PLACEMENTRoman McAchren
CFA Institute 915 East High Street Charlottesville, VA 22902 USA
Phone: +1 (434) 951-5527 Email: [email protected]
PDF FILES, PROOFS, ARTWORKJeanie Cox
CFA Institute 915 East High Street Charlottesville, VA 22902 USA
Phone: +1 (434) 951-5499 Email: [email protected]
Print + E-Zine
MEDIA SPECS AND RATES
AD TYPE REQUIRED SPECIFICATIONS
Feature 576x768 pixels
Rectangular Banner 500x200 pixels
Square Banner 300x250 pixels
Vertical Banner 150x400 pixels
Horizontal Banner 400x150 pixels
E-Zine Ad Specifications
INSERTIONS 5 6–20 21–40 41–60 61–80 81+
Leaderboard $1000 $950 $900 $850 $800 $750
Top Stories $800 $750 $700 $650 $600 $550
Market Activity $650 $600 $550 $500 $450 $400
Economics $600 $550 $500 $450 $400 $350
All prices are per insertion.
Geographic Profile
51% Americas
29% Asia Pacific
20% Europe, Middle East, and Africa
Circulation: 64,000+ Subscribers
RATE SHEET
CFA Institute Advertising Policy: CFA Institute will consider advertisements that promote products and services that are relevant to investment professionals.
CFA Institute reviews advertisements for appropriate content, claims, and graphics as well as relevance to its membership. CFA Institute explicitly reserves the
right at any time, and at its discretion, to reject advertisements or cancel any order for advertising that it deems to be inappropriate, irrelevant, or offensive in
any way, including, but not limited to, advertisements that are racially discriminating, sexually explicit, include false product claims, or attack other advertisers
or service providers. This right to reject or cancel shall extend even if the ad in question has been run previously. All advertisements must include the following:
name of the company making the offer in 10 point font or larger and contact details to reach said company (telephone, email, and/or website address).
Editorial Focus
The Financial Analysts Journal (FAJ) provides high-quality, practitioner-relevant research in investment analysis and management through the perspectives of leading practitioners, academics, and industry regulators.
CFA INSTITUTE FINANCIAL NEWSBRIEF eNewsletter
Top Job Titles of Subscribers Globally
Analyst (22%)
Manager Level (19%)
Student (11%)
Director Level (10%)
C-Suite Level (6%)
Other (19%)
Not Applicable (13%)
Average Click-Through Rate: 4.02%
Average Open Rate (Unique Opens): 30.6%
EDITORIAL FOCUSThe CFA Institute Financial NewsBrief is a daily eNewsletter that delivers the latest investment news and trends from around the globe to our opt-in subscribers’ inboxes. Each NewsBrief includes daily news summaries with links to full articles and reports.
Digital advertising opportunities include a hyperlinked company logo and a hyperlinked banner ad that appears with one of the four sponsored daily sections: Leaderboard, Top Stories, Market Activity, or Economics. We support four different option formats for displaying your digital advertisement: Leaderboard, Rectangle-Text, Outline, and Banner. To help drive the best return on investment, CFA Institute provides performance metrics from your digital advertisement so you may identify which creative format and message resonates with our subscribers.
Helpful Information
MEDIA SPECS
CFA INSTITUTE FINANCIAL NEWSBRIEF
Advertising and Materials Contact
AD PLACEMENTRoman McAchren
CFA Institute
915 East High Street
Charlottesville, VA 22902 USA
Phone: +1 (434) 951-5527
Email: [email protected]
PDF FILES, PROOFS, [email protected]
• Include branding and important information on the first
frame when using animated GIFs; they will not animate in
versions of Outlook 2007 and later.
• Flash files will not render in email.
• Financial NewsBrief can accommodate third-party click
tags but cannot support third party ad serving.
• Ad materials are due no later than Tuesday the week prior to
your first scheduled insertion.
eNewsletterPARTNER ADVERTISING SPECSEMAIL ADVERTISING TIPS: 1. Include branding and important information on the first frame when using animated GIFs, they will not animate in versions of Outlook 2007 and later. 2. Flash files will not render in email. 3. SmartBrief can use 3rd party click tags but cannot allow 3rd party ad serving.
NOTE: AD MATERIALS ARE DUE 3 FULL BUSINESS DAYS PRIOR TO THE SEND DATE.
LEADERBOARD Size: 728 x 90 pixels. 40k maximum; GIF or JPEG Click Through URL Alternate text (100 characters maximum) can be
embedded behind image No limits on animation, maximum 4 frames
recommended
RECTANGLE-TEXT AD UNIT Ad Logo: 120 x 60 pixels. 30k maximum; GIF or JPEG Ad Image: 180 x 150 pixels. 30k maximum; GIF or JPEG Headline: 40 characters, excluding spaces Copy: 250 characters maximum, excluding spaces Click Through URL
OUTLINE AD UNIT Ad Logo: 120 x 60 pixels. 30k maximum; GIF or JPEG Headline: 50 characters, excluding spaces Copy: 300 characters maximum, excluding spaces Click Through URL
BANNER AD UNIT Ad Logo: 120 x 60 pixels. 30k maximum; GIF or JPEG Size: 468 x 60 pixels. 30k maximum; GIF or JPEG Click Through URL Alternative text (100 characters maximum) can be
embedded behind image No limits on animation, maximum 4 frames
recommended