2019-07-12T12:59:30-05:00 2018-08-31 PricewaterhouseCoopers LLP 600 13TH ST NW SUITE 1000 WASHINGTON DC 20005 990 2017-09-01 541386480 CFA INSTITUTE % DIANE BASILE CFAI 4349515499 PO BOX 2083 CHARLOTTESVILLE VA 229022083 PAUL SMITH PRESIDENT & CEO 2019-07-09 true TRAVIS L PATTON P00369623 2024141000 2019-06-26 167.68.125.77 52580220191935000001 2019-07-12 P 04A2DDE43E696A2445B52DC5D6DA56A75767AB8A AB7851C2326A7D256962542EDB89C39D4788EF76 2017 2019-02-21 02:37:17Z PAUL SMITH 915 EAST HIGH STREET CHARLOTTESVILLE VA 229022083 370140224 false X www.cfainstitute.org X 1986 VA TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY. 14 13 1232 4455 586696 73607 0 318704 310654368 354274605 9336404 14131731 1647698 1364171 321638470 370089211 13632863 15757319 0 0 98143533 103151806 0 0 0 191454347 219159739 303230743 338068864 18407727 32020347 527428614 579306522 245191228 256449621 282237386 322856901 X SEE SCHEDULE O false false THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM: THE ORGANIZATION ADMINISTERS THE WORLD-RENOWNED CFA PROGRAM, A THREE-LEVEL, EDUCATION AND EXAMINATION PROGRAM COVERING TOPICS ESSENTIAL TO THE INVESTMENT DECISION-MAKING PROCESS. PROGRAM TOPICS FORM THE CANDIDATE BODY OF KNOWLEDGE AND INCLUDE ETHICAL AND PROFESSIONAL STANDARDS, QUANTITATIVE METHODS, ECONOMICS, FINANCIAL STATEMENT REPORTING AND ANALYSIS, CORPORATE FINANCE, EQUITY AND FIXED-INCOME ANALYSIS, ALTERNATIVE INVESTMENTS, DERIVATIVES, PORTFOLIO MANAGEMENT, AND WEALTH PLANNING. PROFESSIONAL DEVELOPMENT MEMBER SERVICES: THE ORGANIZATION PROMOTES LIFELONG LEARNING BY SPONSORING AND DISSEMINATING A VARIETY OF EDUCATIONAL CONTENT TO INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION. IT ALSO PROVIDES CAREER DEVELOPMENT RESOURCES, CREATES AFFILIATION AND NETWORKING OPPORTUNITIES, AND PROMOTES AWARENESS AND RECOGNITION OF MEMBER CREDENTIALS TO THE INDUSTRY AND INVESTING PUBLIC. STANDARDS ADVOCACY, AND THOUGHT LEADERSHIP: THE ORGANIZATION IS A LEADING VOICE ON ISSUES OF FAIRNESS, EFFICIENCY, AND INVESTOR PROTECTION IN GLOBAL CAPITAL MARKETS AND PROMOTES HIGH STANDARDS OF ETHICS, INTEGRITY, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT COMMUNITY. THE ORGANIZATION ALSO PROMOTES AND ENFORCES THE CFA INSTITUTE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT. ALL MEMBERS OF THE ORGANIZATION AND CANDIDATES IN THE CFA PROGRAM ARE REQUIRED TO ADHERE TO THIS CODE. false false false true false false false false false true false false false true true false true false true true true false false false false false true false true false false false false false false true false false false true true true true false true X 447 0 true 1232 true true true true HK CH IN UK SN false false false false X 14 13 true false false false true true true true true false false true true true true true true true true false X DIANE BASILE 4349515499 915 EAST HIGH STREET CHARLOTTESVILLE VA 229022083 COLIN W MCLEAN FSIP MEMBER, BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 ZOUHEIR TAMIM EL JARKASS CFA MEMBER, BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 ELIZABETH CORLEY FSIP MBR, BOARD OF GOV(EXIT 1/2018) 1.0 0.0 X 0 0 0 FREDERIC P LEBEL CFA BOARD PAST CHAIR 1.0 0.0 X 5854 0 0 DIANE NORDIN CFA AUDIT & RISK COMMITTEE CHAIR 1.0 0.0 X 7697 0 0 MARK J LAZBERGER CFA MEMBER, BOARD OF GOVERNORS 1.0 0.0 X 9501 0 0 ROBERT JENKINS FSIP BOARD & EXEC. 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CFA INSTITUTE HAS DETERMINED THAT IT HAS ADEQUATELY PROVIDED FOR ALL OPEN TAX YEARS UNDER THE INCOME TAXES TOPIC OF THE FASB ASC AND HAS NO UNCERTAIN TAX POSITIONS. 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GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED BUSINESS PLANS, BUDGETS AND REPORTS. true Atlanta Society of Finance and Investment Professi 4355 Cobb Parkway Atlanta GA 30339 581105110 129003 N/A N/A GEN SUPPORT CFA Society Baltimore 575 S Charles St Ste 500 Baltimore MD 21201 520895933 86006 N/A N/A GEN SUPPORT CFA Society Boston 260 Franklin Street Boston MA 02110 237069432 221413 N/A N/A GEN SUPPORT CFA Society Hawaii PO box 580 Honolulu HI 96809 870753677 53048 N/A N/A GEN SUPPORT CFA Society Miami PO Box 960901 Miami FL 33296 611572381 32924 N/A N/A GEN SUPPORT CFA Society North Carolina 3004 Oxbow Ct Raleigh NC 27613 561824044 130919 N/A N/A GEN SUPPORT CFA Society Texas PO Box 1467 Austin TX 78767 454833185 43047 N/A N/A GEN SUPPORT CFA Society Alabama 100 Office Park Dr Birmingham AL 35223 631064381 31645 N/A N/A GEN SUPPORT CFA Society Arkansas 111 Center Street 1st Floor Little Rock AR 72201 582055805 26752 N/A N/A GEN SUPPORT CFA Society Austin PO Box 1467 Austin TX 78767 721621543 59160 N/A N/A GEN SUPPORT CFA Society Buffalo PO Box 529 Buffalo NY 14205 205170662 34345 N/A N/A GEN SUPPORT CFA Society Chicago 134 N Lasalle St Chicago IL 60602 362595074 212115 N/A N/A GEN SUPPORT CFA Society Cincinnati 4010 Executive Park Drive Cincinatti OH 45241 237094427 31270 N/A N/A GEN SUPPORT CFA Society Cleveland 3637 Medina Rd Medina OH 44256 237065462 46721 N/A N/A GEN SUPPORT CFA Society Colorado 6057 Lakeview St Littleton CO 80120 840585027 89448 N/A N/A GEN SUPPORT CFA Society Columbus PO Box 25 Blacklick OH 43004 311393658 31684 N/A N/A GEN SUPPORT CFA Society DallasFort Worth PO Box 8205116 Dallas TX 75382 237078748 63940 N/A N/A GEN SUPPORT CFA Society Detroit 35464 Jeffers Court Harrison Township MI 48045 386087152 46549 N/A N/A GEN SUPPORT CFA Society East Tennessee 1301 Cowart Street Suite 131 Chattanooga TN 37402 585301049 34119 N/A N/A GEN SUPPORT CFA Society Houston 10401 Westoffice Drive Houston TX 77042 237004744 75595 N/A N/A GEN SUPPORT CFA Society Idaho 7661 W Riverside Dr 105 Boise ID 83714 043704521 29514 N/A N/A GEN SUPPORT CFA Society Indianapolis PO Box 90232 Indianapolis IN 46290 237119206 26918 N/A N/A GEN SUPPORT CFA Society Iowa Inc 711 High Street Des Moines IA 50392 421152989 59584 N/A N/A GEN SUPPORT CFA Society Jacksonville 1579 The Greens Way Suite 20 Jacksonville Beach FL 32250 591606008 53739 N/A N/A GEN SUPPORT CFA Society Los Angeles 520 S Grand Avenue 655 Los Angeles CA 90071 956069970 97967 N/A N/A GEN SUPPORT CFA Society Louisiana 228 St Charles Ave Ste 200 New Orleans LA 70130 720947195 33395 N/A N/A GEN SUPPORT CFA Society Louisville 1802 Crossgate Lane Louisville KY 40222 611333979 37094 N/A N/A GEN SUPPORT CFA Society Madison 1241 John Q Hammons Drive Madison WI 53717 391929703 37689 N/A N/A GEN SUPPORT CFA Society Memphis 5118 Park Ave Suite 308 Memphis TN 38117 621636928 34409 N/A N/A GEN SUPPORT CFA Society Minnesota 1300 Rand Tower Minneapolis MN 55402 411861989 83335 N/A N/A GEN SUPPORT CFA Society Mississippi 1018 Highland Colony Parkway Ridgeland MS 39157 640716591 32855 N/A N/A GEN SUPPORT CFA Society Naples 11094 River Trent Court Lehigh Acres FL 33971 593405436 44889 N/A N/A GEN SUPPORT CFA Society Nashville 7003 Chadwick Dr 350 Brentwood TN 37027 621181717 37898 N/A N/A GEN SUPPORT CFA Society Nebraska PO Box 80685 Lincoln NE 68501 470667513 46110 N/A N/A GEN SUPPORT CFA Society Nevada 2251 S Ft Apadie Rd Las Vegas NV 89117 200195946 18380 N/A N/A GEN SUPPORT CFA Society New Mexico PO Box 36947 Albuquerque NM 87176 850454738 40253 N/A N/A GEN SUPPORT CFA Society Oklahoma PO Box 13006 Oklahoma City OK 73113 203779358 36109 N/A N/A GEN SUPPORT CFA Society Orange County 4533 MacArthur Blvd Newport Beach CA 92660 330228558 51418 N/A N/A GEN SUPPORT CFA Society Orlando PO Box 2783 Orlando FL 32802 593213363 43071 N/A N/A GEN SUPPORT CFA Society Philadelphia 100 North 20th Street - 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GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED BUSINESS PLANS, BUDGETS AND REPORTS. X X X X X true true X X X X X X true false false JOSEPH P LANGE CORPORATE SECRETARY 133710 0 30092 0 1669 0 20167 0 17848 0 203486 0 0 0 TIMOTHY G MCLAUGHLIN CFA CFO/SENIOR ADV-EXIT 8/2016 0 0 0 0 780000 0 0 0 0 0 780000 0 0 0 ELAINE CHENG MANAGING DIRECTOR 291352 0 144392 0 3062 0 31800 0 21677 0 492283 0 0 0 DONNA MARSHALL MANAGING DIRECTOR-EXIT 12/2016 0 0 282380 0 81913 0 31800 0 0 0 396093 0 0 0 KURT N SCHACHT CFA MANAGING DIRECTOR 367152 0 168934 0 12247 0 31800 0 22218 0 602351 0 0 0 NITIN MEHTA CFA MANAGING DIR. (EXIT 12/2017) 283293 0 90705 0 6912 0 39119 0 11003 0 431032 0 0 0 SANDRA PETERS CFA Head, Fin. Report Pol. Group 218359 0 135075 0 3793 0 31800 0 15706 0 404733 0 0 0 STEPHEN M HORAN CFA MANAGING DIRECTOR 292178 0 146086 0 5882 0 31800 0 22015 0 497961 0 0 0 JOHN BOWMAN CFA MANAGING DIRECTOR(EXIT 1/2018) 290928 0 108352 0 3231 0 31800 0 22130 0 456441 0 0 0 PAUL SMITH CFA PRES & CEO & RESRCH FDN BD MEM 573720 0 458976 0 0 0 118137 0 38648 0 1189481 0 0 0 ROBERT LAMY HEAD, PR. ANALYSIS (EXIT 6/17) 137458 0 7295 0 191721 0 20552 0 3724 0 360750 0 0 0 SHERI LYNN LITTLEFIELD CHIEF LEGAL OFFICER 285248 0 123984 0 6527 0 31800 0 15417 0 462976 0 0 0 MICHAEL COLLINS MANAGING DIRECTOR 272743 0 134400 0 4359 0 31800 0 22350 0 465652 0 0 0 BJORN FORFANG MANAGING DIRECTOR 463883 0 285000 0 9249 0 31800 0 22933 0 812865 0 0 0 DARIN GOODWILER MANAGING DIRECTOR 208721 0 84319 0 5196 0 31800 0 21306 0 351342 0 0 0 LEILANI SANDERS HALL HEAD, PROFESSIONAL CONDUCT 246109 73425 10147 31800 8016 369497 0 GARY BAKER MANAGING DIRECTOR 309406 0 118317 0 5986 0 18564 0 6295 0 458568 0 0 0 NICK POLLARD MANAGING DIRECTOR 311166 0 124467 0 31117 0 14893 0 41185 0 522828 0 0 0 DIANE BASILE CFA CHIEF FINANCIAL OFFICER 319879 0 150000 0 20733 0 26350 0 4217 0 521179 0 0 0 CHRIS AINSWORTH MANAGING DIRECTOR 160140 0 140000 0 14457 0 15000 0 8096 0 337693 0 0 0 PETER MACKEY HEAD, CREDENTIAL. EXIT 12/2017 335165 0 58722 0 12701 0 31800 0 15381 0 453769 0 0 0 EMILY DUNBAR MANAGING DIRECTOR 174954 0 51249 0 6189 0 27248 0 3789 0 263429 0 0 0 TONY TAN HEAD, STANDARDS & FIN. MARKET 292780 0 51346 0 29280 0 12067 0 94 0 385567 0 0 0 SCHEDULE J, PART I, LINE 1A MEMBERS OF THE LEADERSHIP TEAM ARE ELIGIBLE TO BOOK A BUSINESS CLASS FARE (REGARDLESS OF FLIGHT TIME OR SEGMENT MILEAGE). IF THE SELECTED FLIGHT OFFERS A 3-CABIN CONFIGURATION (ECONOMY/BUSINESS/FIRST), A BUSINESS CLASS TICKET IS APPROPRIATE. IF THE SELECTED FLIGHT ONLY OFFERS A 2-CABIN CONFIGURATION (ECONOMY/FIRST), A FIRST CLASS TICKET IS APPROPRIATE. LEADERSHIP TEAM TRAVELERS SHOULD CONSIDER BOTH A FLEXIBLE AND A RESTRICTED TICKET AND SELECT THE FARE THAT PROVIDES THE BEST OPTION FOR THEIR TRAVEL. A FLEXIBLE TICKET IS APPROPRIATE IF ONE'S SCHEDULE IS LIKELY TO CHANGE. A CHANGEABLE, NON-REFUNDABLE TICKET IS APPROPRIATE IF ONE'S SCHEDULE IS FIRM. TRAVEL FOR COMPANIONS: AN EMPLOYEE CAN EXCHANGE BUSINESS CLASS AIRFARE FOR TWO COACH AIRFARES TO INCLUDE COMPANION TRAVEL. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: TAX SERVICES FOR EXPATRIATES ARE GROSSED-UP. ALL EXPATRIATES AND INTERNATIONAL ROTATION ASSIGNMENT PROGRAM EMPLOYEES' SALARIES ARE EQUALIZED TO THEIR RESIDENTIAL TAX CODE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: CFA INSTITUTE PAYS FOR RELOCATION HOUSING AND INCLUDES THIS IN THE EMPLOYEE'S COMPENSATION. AS CUSTOMARY IN LOCAL COUNTRY, CFA INSTITUTE EMPLOYEES WHO LIVE AND WORK IN HONG KONG OR INDIA ARE PROVIDED HOUSING ALLOWANCES WHICH ARE INCLUDED IN COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THE U.S. WELLNESS PROGRAM CHANGED IN CY2016 FROM A REIMBURSABLE PLAN TO A CREDIT-WELLNESS PROGRAM. HOWEVER, U.S. EMPLOYEES WHO ARE NOT COVERED BY A CFA INSTITUTE HEALTH PLAN, AND NON-U.S. EMPLOYEES ARE STILL ELIGIBLE FOR REIMBURSEMENTS ASSUMING THEY QUALIFY. SCHEDULE J, PART I LINE 4A SEVERANCE PAYMENTS WERE MADE AS FOLLOWS: TIMOTHY MCLAUGHLIN $670,000 ROBERT LAMY $155,026 DONNA MARSHALL $73,436 FORM 990, PART VII, COLUMN D FREDERIC LEBEL RECEIVED $5,854 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. DIANE NORDIN RECEIVED $7,697 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. MARK LAZBERGER RECEIVED $9,501 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. ROBERT JENKINS RECEIVED $8,364 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. COMPENSATION FOR THESE INDIVIDUALS WAS NOT FOR SERVICE AS A BOARD MEMBER. X OFFICE RENT CREDIT 1 318704 FMV false false false PART III, LINE 1, ORGANIZATION'S MISSION CFA INSTITUTE IS THE GLOBAL, NON-PROFIT PROFESSIONAL MEMBERSHIP ASSOCIATION THAT ADMINISTERS THE CHARTERED FINANCIAL ANALYST (CFA) CERTIFICATE, THE CERTIFICATE IN INVESTMENT PERFORMANCE MEASUREMENT (CIPM) AND THE CFA INSTITUTE INVESTMENT FOUNDATIONS CURRICULUM. EXAMINATION PROGRAMS ARE CONDUCTED WORLDWIDE ALONG WITH RESEARCH, PROFESSIONAL DEVELOPMENT PROGRAMS AND PROFESSIONAL CONDUCT ENFORCEMENT FOR ITS INDIVIDUAL MEMBERS. THE ORGANIZATION SETS VOLUNTARY, ETHICS-BASED PROFESSIONAL AND PERFORMANCE-REPORTING STANDARDS FOR THE INVESTMENT PROFESSION. THE STATED MISSION OF THE ORGANIZATION IS TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY. CFA INSTITUTE PURSUES THIS MISSION ON BEHALF OF ITS INDIVIDUAL MEMBERS WHO CURRENTLY NUMBER 164,511 IN 165 COUNTRIES. CFA INSTITUTE'S MEMBERSHIP INCLUDES 157,683 CFA CHARTERHOLDERS AND EXTENDS ITS REACH INTO LOCAL COMMUNITIES THROUGH A NETWORK OF 151 MEMBER SOCIETIES IN 74 COUNTRIES. CFA INSTITUTE IS HEADQUARTERED IN CHARLOTTESVILLE, VIRGINIA, UNITED STATES, WITH BRANCH OFFICES IN LONDON, BRUSSELS, HONG KONG AND NEW YORK, AND SUBSIDIARY OFFICES IN BEIJING, HONG KONG, MUMBAI, SHANGHAI, SINGAPORE AND UAE. MORE INFORMATION ON THE ORGANIZATION CAN BE FOUND AT WWW.CFAINSTITUTE.ORG. PART III, LINE 4D, OTHER PROGRAM SERVICES CFA INSTITUTE ALSO PROVIDES A VARIETY OF PROGRAMS AND SERVICES TO ITS MEMBERS AND TO THE GLOBAL INVESTMENT COMMUNITY AT LARGE. PROGRAMS INCLUDE THE CERTIFICATE IN INVESTMENT PERFORMANCE MEASURMENT (CIPM), A DESIGNATION PROGRAM FOR PROFESSIONALS THAT PRODUCE, INTERPRET, PRESENT AND EXPLAIN INVESTMENT PERFORMANCE AND PRODUCTS (INCLUDING SELECTION AND EVALUATION OF INVESTMENT MANAGERS), AND THE CFA INSTITUTE INVESTMENT FOUNDATIONS, A PROGRAM FOR NON-PROFESSIONALS WORKING IN THE INVESTMENT MANAGEMENT INDUSTRY. PART VI, LINE 2 HEATHER BRILLIANT AND MARK LAZBERGER HAVE A BUSINESS RELATIONSHIP. PART VI, LINES 6, 7A & 7B THE FOUR CLASSES OF MEMBERSHIP IN CFA INSTITUTE ARE REGULAR, AFFILIATE, CHARTERHOLDER MEMBERS AND MEMBER SOCIETIES. REGULAR MEMBERS ARE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED AT MEMBER MEETINGS AND ALSO HAVE THE RIGHT TO ELECT THE BOARD OF GOVERNORS. THE BOARD MAY HAVE UP TO TWO GOVERNORS WHO ARE NOT REGULAR MEMBERS. ALL OTHER GOVERNORS SHALL BE REGULAR MEMBERS. PART VI, LINE 11B FORM 990 IS PRESENTED TO THE AUDIT AND RISK COMMITTEE AND DISCUSSED IN DETAIL. IN ADDITION, COPIES ARE PROVIDED TO EACH OF THE BOARD OF GOVERNORS. THESE PRESENTATIONS TAKE PLACE PRIOR TO FILING. PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE COLLECTED ANNUALLY. EMPLOYEE AND BOARD OF GOVERNORS' DISCLOSURES ARE DIRECTED TO THE CHIEF COMPLIANCE, RISK, AND ETHICS OFFICER. THE CONFLICT OF INTEREST POLICY PROVIDES VARIOUS AVENUES FOR REPORTING, INCLUDING ANYONE WISHING TO ESCALATE CONCERNS DIRECTLY TO THE AUDIT AND RISK COMMITTEE CHAIR. COMPLIANCE TRAINING ON THE CODE OF CONDUCT, INCLUDING ON CONFLICTS OF INTEREST, IS REQUIRED FOR ALL NEW EMPLOYEES AND ONGOING ANNUALLY. ALL EMPLOYEES ACKNOWLEDGE THEIR UNDERSTANDING AND ADHERENCE TO POLICY WITHIN THE CODE OF CONDUCT ANNUALLY. THE RESTRICTIONS IMPOSED ON A PERSON WITH A CONFLICT VARY BASED ON THE NATURE OF THE CONFLICT AND THE SITUATION; HOWEVER, RESOLUTION OF A CONFLICT COULD INCLUDE PROHIBITING A BOARD MEMBER FROM PARTICIPATING IN A PARTICULAR DELIBERATION AND/OR DECISION. PART VI, LINES 15A & 15B TO ENSURE ONGOING AND EFFECTIVE CORPORATE GOVERNANCE, THE BOARD OF GOVERNORS UTILIZES A COMPENSATION COMMITTEE COMPRISED OF FOUR GOVERNORS WHO ARE INDEPENDENT OF MANAGEMENT OF CFA INSTITUTE, AND ARE FREE OF ANY RELATIONSHIP THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. THE COMPENSATION AND GOVERNANCE COMMITTEE (CGC) SETS THE COMPENSATION OF THE CEO, INCLUDING ANY INCENTIVE, AND ENGAGES INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE COMPENSATION RECOMMENDATIONS. THE COMMITTEE ENSURES THAT INDEPENDENT COMPARATIVE COMPENSATION STUDIES ARE CONDUCTED ON AN ANNUAL BASIS TO GAUGE THE COMPETITIVENESS OF EXECUTIVE COMPENSATION AT CFA INSTITUTE. THE MOST RECENT EXECUTIVE MARKET STUDY WAS CONDUCTED IN FY2018, WHEN CFA INSTITUTE RETAINED A GLOBAL MANAGEMENT CONSULTING FIRM TO PROVIDE COMPETITIVE PAY BENCHMARKS THAT REFLECT THE MARKETS FROM WHICH CFA INSTITUTE WOULD MOST LIKELY RECRUIT EXECUTIVE TALENT. PEER GROUP SELECTION SPANNED DIFFERENT INDUSTRY SECTORS, INCLUDING NOT-FOR-PROFIT AND FINANCIAL SERVICES FIRMS, ACADEMIA AND HIGHER EDUCATION, AND GENERAL INDUSTRY. THE NOT-FOR-PROFIT PEER GROUP SELECTION WAS BASED ON CRITERIA THAT INCLUDED MISSION, REVENUE, HEADCOUNT AND GLOBAL PRESENCE. PAY DATA WAS COLLECTED FROM PUBLICLY DISCLOSED IRS FORM 990S. DATA FOR THE OTHER INDUSTRY SECTORS WAS SOURCED USING BOTH THIRD-PARTY SURVEY DATA AND INFORMATION DISCLOSED ON PUBLIC FILINGS. THE CONSULTING FIRM PERFORMED THIS STUDY ON AN INDEPENDENT FEE BASIS. ADDITIONALLY, THE CFA INSTITUTE COMPENSATION COMMITTEE ALSO ENGAGES INDEPENDENT ADVISORS TO HELP INTERPRET HOW THE REPORTED MARKET DATA APPLIES TO CFA INSTITUTE'S EXECUTIVE POSITIONS. PART VI, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE, WWW.CFAINSTITUTE.ORG. CFA INSTITUTE CHINA LIMITED 1401 HUTCHISON HOUSE HARCOURT RD HK 980615079 PROF. ORG HK 188129 2795725 CFA INSTITUT CFA INSTITUTE INDIA PRIVATE LTD 103 NAMAN CENTER MUMBAI IN 981196398 PROF. ORG IN 2443878 2176903 CFA INSTITUT CFA GLOBAL HOLDINGS LLC PO BOX 2083 CHARLOTTESVILLE VA 22902 471269465 HOLDINGS VA 0 0 CFA INSTITUT SI WEI BEIJING ENTERPRISE MGMT ORIENTAL PLAZA BEIJING CHINA CH 100738 981228213 PROF. 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