2018 media kit - cfa institute · about cfa institute cfa institute is the global community of...

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2018 MEDIA KIT

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



13% > 250 Billion

9% Prefer Not to Answer

28% Not Applicable


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

2018 media kit - cfa institute · about cfa institute cfa institute is the global community of...

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