Schröders and CFA Society Uruguay consolidate a strategic alliance with a new sponsorship agreement

Schröders, one of the leading global asset management firms with over 200 years of history, and CFA Society Uruguay, have announced a sponsorship agreement that will strengthen collaboration between the two institutions and promote professional development in the financial sector.

This strategic partnership reflects the shared commitment of Schroders and CFA Society Uruguay to excellence in investment management and the promotion of the highest ethical and professional standards in the financial industry. The sponsorship agreement aims to foster knowledge exchange and skill development among investment professionals in Uruguay.

Schröders will closely collaborate with CFA Society Uruguay to organize educational events addressing crucial topics in the financial industry. These initiatives will provide CFA Society Uruguay members with access to cutting-edge knowledge and professional development opportunities.

Schröders will actively support events organized by CFA Society Uruguay, enhancing the participation of professionals in the sector and contributing to the enrichment of the local financial community.

Both parties expressed enthusiasm for the transformative potential of this collaboration and the positive impact it will have on the Uruguayan financial community. This agreement reaffirms Schroders and CFA Society Uruguay’s commitment to excellence, integrity, and ongoing training in the field of asset management.

Mariano Fiorito, CFA, Country Head of Schroders in Argentina and Uruguay, explained: “We are pleased to announce our strategic alliance with CFA Society Uruguay, a collaboration that strengthens our commitment to the Uruguayan financial market. Through this partnership, we aim to promote ethics in financial markets and offer quality investment solutions, expert advice, and access to our global knowledge. We are committed to providing investors in this market with the best opportunities and investment solutions, backed by our expertise and global track record. This alliance will allow us to bring our expertise to this market and continue building strong relationships based on trust and commitment to our clients in Uruguay.”

Fabian Ibarburu, President of CFA Society Uruguay, stated that “collaborating with Schroders is a significant step for us. This agreement will enable us to offer greater educational resources and development opportunities to our members. We are excited to work together to strengthen the financial community in Uruguay.”

About Schroders:

Schroders plc

Schroders is a global investment management company with £726.1 billion (€846.1 billion; $923.1 billion) in assets under management as of June 30, 2023. Schroders continues to achieve good financial results in increasingly challenging market conditions, with a market capitalization of around £7 billion and over 6,100 employees in 38 locations. Founded in 1804, the founding family remains one of the main shareholders, holding approximately 44% of Schroders’ shares. Schroders has benefited from a diversified business model by geography, asset class, and client type. It offers innovative products and solutions in four main growing business areas: asset management, solutions, Schroders Capital (private assets), and wealth management. Its clients include insurance companies, pension plans, sovereign funds, high-net-worth individuals, and foundations. Schroders also manages assets for end clients through its relationships with distributors, financial advisors, and online platforms. Schroders’ goal is to provide its clients with excellent investment performance through active management. It also channels capital into sustainable and lasting businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if they meet their clients’ needs, they will meet the needs of their shareholders and other stakeholders. Schroders was the first international investment management company to establish itself in Argentina, founded in 1932, and has been investing in the country since 1994. Constant innovation in product creation and the quality of its service has allowed it to become the leading independent asset manager. Its focus on creating long-term value has enabled it to build relationships over time with top-tier public and private institutional entities.

About CFA Society Uruguay:

CFA Society Uruguay is a non-profit professional association established in 2018 and is part of the global CFA Institute network. Its main mission is to promote excellence and integrity in the local financial industry through education, professional ethics, and the establishment of high standards for investment professionals. Members of CFA Society Uruguay commit to following ethical principles and best practices in their activities, contributing to the development and strengthening of the financial sector in Uruguay.