CFA Institute Investment Foundations™ Program Success Story
Allianz Global Investors
Allianz Global Investors (AllianzGI) serves clients from 23 offices in 17 countries. Combining global investment and research capabilities with consultative local delivery, AllianzGI manages more than US$490 billion in assets for individuals, families, and institutions worldwide.
Why Choose the Investment Foundations Program?
"Understand. Act." This philosophy is central to the organization's decision making, behavior, and corporate lexicon - particularly as it relates to serving clients.
That's why when Andreas Utermann, ASIP, AllianzGI chief executive officer, global chief investment officer, board member of CFA Society UK, introduced the program, the organization saw immediate potential.
"I have been a big supporter of the Investment Foundations Program from the start," Utermann says. "I think it's a fantastic and necessary opportunity for those not traditionally exposed to clients and investments. The Investment Foundations Program will likely become an industry standard very quickly."