2017 CFA Institute. All rights reserved MEDIA KIT

Transcription

1 2017 CFA Institute. All rights reserved MEDIA KIT

2 OUR AUDIENCE 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. CFA Institute has more than 160,000 members in more than 155 countries and territories, 96% of whom are CFA charterholders. Top Occupations of Members Globally 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%) Geographic Profile 62% Americas 21% Europe, Middle East, and Africa 17% Asia Pacific Investment Practice 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%) Years in Industry 5% 5 Years or Less 24% 6 to 10 Years 21% 11 to 15 Years 19% 16 to 20 Years 27% Over 20 Years 3% Other Data are based on self-reported demographic and employment data from CFA Institute members as of 21 September 2017.

3 OUR AUDIENCE MEMBERSHIP PROFILE Buy Side vs. Sell Side 13% Sell Side 7% Buy Side/Sell Side 31% Neither 49% Buy Side Top 10 employers of CFA charterholders: Bank of America Merrill Lynch BlackRock Citigroup Credit Suisse Employer Assets (aum) in US Dollars 8% < 250 Million 7% 250 Million 1 Billion 9% 1 Billion 5 Billion 9% 5 Billion 20 Billion 6% 20 Billion 50 Billion 11% 50 Billion 250 Billion 13% > 250 Billion 9% Prefer Not to Answer 28% Not Applicable HSBC JP Morgan Chase Morgan Stanley Smith Barney RBC UBS Wells Fargo Primary Asset Base 10% Both 18% Private 32% Institutional 40% Not Applicable Data are based on self-reported demographic and employment data from CFA Institute members as of 21 September 2017.

4 CFA INSTITUTE MAGAZINE E-Zine EDITORIAL FOCUS CFA 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. Editors Roger Mitchell Managing Editor, CFA Institute Magazine Launch Date 2003 Total Circulation: 160,000 60% - North America 18% - Europe 17% - Asia Pacific 3% - Middle East / Africa 1% - South America Publishing Schedule ISSUE INSERTION DATE MATERIALS DUE DISTRIBUTION March 9 January 23 January June 11 April 25 April September 12 July 26 July December 11 October 25 October E-Zine Ad Specifications AD TYPE Feature Rectangular Banner Square Banner Vertical Banner Horizontal Banner Week of 12 March ( on 13 March) Week of 11 June ( on 13 June) Week of 10 September ( on 13 September) Week of 10 December ( on 13 December) REQUIRED SPECIFICATIONS 576x768 pixel 500x200 pixel 300x250 pixel 150x400 pixel 400x150 pixel AD SUBMISSION 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. 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, , and/or website address).

5 FINANCIAL ANALYSTS JOURNAL Print + E-zine EDITORIAL FOCUS As the flagship publication of CFA Institute, the Financial Analysts Journal is the leading practitioner journal in the investment management community. Since 1945, it has advanced the knowledge and understanding of the practice of investment management through the publication of rigorous, peer-reviewed, practitioner relevant research from leading academics and practitioners. It also features thought-provoking opinion pieces that advance the common level of discourse within the investment management profession. CFA Institute has more than 160,000 members worldwide, 95% of whom are CFA charterholders. The vast majority of members work in the financial services industry, with more than half of them being research analysts, portfolio managers, risk managers, or financial advisers. The Journal plays a critical role in helping members keep up to date with practice-relevant research in the field of investment management and stay abreast of new ideas and techniques. Editors Stephen J. Brown Executive Editor, Financial Analysts Journal Matt Hirst Director, Content Engagement & Publishing, Financial Analysts Journal Launch Date 1945 TOTAL CIRCULATION: 160,000 18% Europe 60% North America <1% Latin America and Caribbean 17% Asia Pacific 1% South America 3% Middle East and Africa 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, , and/or website address).

6 FINANCIAL ANALYSTS JOURNAL Print + E-Zine MEDIA SPECS AND RATES Publishing Schedule 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 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 Print Ad Specifications AD SIZE TWO-PAGE SPREAD FULL PAGE HALF PAGE Trim (W x H) 16.5" x " 8.25" x " 7" x 4.875" Bleed 16.75" x " 8.5" x " No bleed 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 All text, logos, borders, and boxes that do not bleed should stay within.25" of trim. E-Zine Ad Specifications AD TYPE REQUIRED SPECIFICATIONS Feature 576x768 pixels Rectangular Banner 500x200 pixels Square Banner 300x250 pixels PRODUCTION CHARGES Billed at cost. Pantone color price is $215 per color per page. INSERTS, ISSUE WRAPAROUNDS, BELLY BANDS Contact Roman McAchren (roman.mcachren@cfainstitute.org) for rates and specifications. Vertical Banner Horizontal Banner 150x400 pixels 400x150 pixels Advertising and Materials Contact AD PLACEMENT Roman McAchren CFA Institute 915 East High Street Charlottesville, VA USA Phone: +1 (434) roman.mcachren@cfainstitute.org PDF FILES, PROOFS, ARTWORK Jeanie Cox CFA Institute 915 East High Street Charlottesville, VA USA Phone: +1 (434) adsubmissions@cfainstitute.org

7 CFA INSTITUTE FINANCIAL NEWSBRIEF enewsletter EDITORIAL FOCUS The 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. Circulation: 64,000+ Subscribers Average Open Rate (Unique Opens): 30.6% Average Click-Through Rate: 4.02% Top Job Titles of Subscribers Globally Geographic Profile Analyst (22%) Manager Level (19%) Student (11%) Director Level (10%) C-Suite Level (6%) Other (19%) Not Applicable (13%) 29% Asia Pacific 20% Europe, Middle East, and Africa 51% Americas RATE SHEET INSERTIONS 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. 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, , and/or website address).

8 CFA INSTITUTE FINANCIAL NEWSBRIEF enewsletter MEDIA SPECS 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 Advertising and Materials Contact Helpful Information AD PLACEMENT Roman McAchren CFA Institute 915 East High Street Charlottesville, VA USA Phone: +1 (434) roman.mcachren@cfainstitute.org PDF FILES, PROOFS, ARTWORK newsbrief@cfainstitute.org 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 . 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.