2015-07-14T12:27:20-05:00 2014-08-31 PricewaterhouseCoopers LLP 600 13TH STREET NW SUITE 1000 WASHINGTON DC 20005 990 2013-09-01 541386480 CFA INSTITUTE % TIM MCLAUGHLIN CFAI 4349515499 PO BOX 2083 Suite CHARLOTTESVILLE VA 229022083 PAUL SMITH PRESIDENT & CEO 4349515499 2015-07-02 true TRAVIS L PATTON P00369623 4349515499 2013 2016-03-07 17:11:31Z PAUL SMITH 915 EAST HIGH STREET CHARLOTTESVILLE VA 229022083 317283649 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. 18 17 1181 3400 703409 149625 0 0 223787969 239880621 15083947 14872430 962665 4761938 239834581 259514989 6110249 6369633 0 0 79472360 82464727 0 0 0 137829090 144422201 223411699 233256561 16422882 26258428 320339200 368018548 158868624 164296435 161470576 203722113 X CFA INSTITUTE IS THE GLOBAL, NON-PROFIT PROFESSIONAL ASSOCIATION THAT ADMINISTERS THE CHARTERED FINANCIAL ANALYST (CFA) AND CERTIFICATE IN INVESTMENT PERFORMANCE MEASUREMENT (CIPM), AND CLARITAS INVESTMENT CERTIFICATE CURRICULUM AND EXAMINATION PROGRAMS WORLDWIDE; PROVIDES RESEARCH, PROFESSIONAL DEVELOPMENT PROGRAMS, AND PROFESSIONAL CONDUCT ENFORCEMENT FOR ITS INDIVIDUAL MEMBERS; AND 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 129,373 AND WHO RESIDE IN 147 COUNTRIES. THIS MEMBERSHIP INCLUDES 122,250 CFA CHARTERHOLDERS. CFA INSTITUTE EXTENDS ITS REACH INTO LOCAL COMMUNITIES THROUGH A NETWORK OF 144 MEMBER SOCIETIES IN 69 COUNTRI false false THE CHARTERED FINANCIAL ANALYST CFA PROGRAM: THE ORGANIZATION ADMINISTERS THE WORLD-RENOWNED CFA PROGRAM, WHICH IS A THREE-LEVEL, EDUCATION AND EXAMINATION PROGRAM COVERING TOPICS ESSENTIAL TO THE INVESTMENT DECISION-MAKING PROCESS. THESE TOPICS FORM WHAT IS KNOWN AS THE 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: THE ORGANIZATION BELIEVES STRONGLY IN LIFELONG LEARNING AND THEREFORE SPONSORS AND DISSEMINATES A VARIETY OF EDUCATIONAL CONTENT TO MEMBER AND NONMEMBER INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION. THOUGHT LEADERSHIP: THROUGH THE STANDARDS AND FINANCIAL MARKET INTEGRITY DIVISION OF CFA INSTITUTE, 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, TO WHICH ALL MEMBERS OF THE ORGANIZATION AND CANDIDATES IN THE CFA PROGRAM ARE REQUIRED TO ADHERE. 0 0 0 0 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 false false false false true true true true false true X 397 0 true 1181 true true true true HK MY AR UK CH false false false false X 18 17 false false false false true true true true true false false true true true true true true true true true false X TIM MCLAUGHLIN 4349515499 915 EAST HIGH STREET CHARLOTTESVILLE VA 229022083 ALAN M MEDER CFA CPA IMMEDIATE PAST CHAIR 1.0 X X 2067 0 COLIN W MCLEAN EXT REL & VOL INV COMMIT CHAIR 1.0 X CHARLES J YANG CFA CHAIRMAN OF THE BOARD 1.0 X X AARON LOW CFA VICE CHAIRMAN OF THE BOARD 1.0 X X ATTILA KOKSAL CFA MEMBER, BOARD OF GOVERNORS 1.0 X BETH HAMILTON-KEEN CFA MEMBER, BOARD OF GOVERNORS 1.0 X FREDERIC P LEBEL CFA PLANNING COMMITTEE CHAIR 1.0 X GIUSEPPE BALLOCCHI CFA AUDIT & RISK COMMITTEE CHAIR 1.0 X JAMES G JONES CFA MEMBER, BOARD OF GOVERNORS 1.0 X JANE SHAO CFA MEMBER, BOARD OF GOVERNORS 1.0 X MATTHEW H SCANLAN CFA MEMBER, BOARD OF GOVERNORS 1.0 X MARK J LAZBERGER CFA MEMBER, BOARD OF GOVERNORS 1.0 X ROGER URWIN MEMBER, BOARD OF GOVERNORS 1.0 X SAEED M AL-HAJERI CFA MEMBER, BOARD OF GOVERNORS 1.0 X JOHN ROGERS CFA PRESIDENT & CEO-EXITED 5/31/14 40.0 1.0 X X 1380137 0 89459 DWIGHT D CHURCHILL CFA PRESIDENT & CEO-ENTERED 6/2014 40.0 1.0 X X ROBERT JENKINS FSIP MEMBER, BOARD OF GOVERNORS 1.0 X SUNIL SINGHANIA CFA MEMBER, BOARD OF GOVERNORS 1.0 X HEATHER BRILLIANT MEMBER, BOARD OF GOVERNORS 1.0 X JOSEPH P LANGE DIRECTOR, BOARD & CORP SVS. 40.0 X 107886 0 29965 TIMOTHY G MCLAUGHLIN CFA CHIEF FINANCIAL OFFICER 40.0 1.0 X 554741 0 66970 ELAINE CHENG MANAGING DIRECTOR 40.0 X 403475 0 64978 DONNA MARSHALL MANAGING DIRECTOR 40.0 X 476140 0 63315 JAN R SQUIRES CFA MANAGING DIRECTOR 40.0 X 627563 0 69621 CAROL J ANDERSON GENERAL COUNSEL-EXITED 8/31/14 40.0 X 500859 0 68795 KURT N SCHACHT CFA MANAGING DIRECTOR 40.0 X 561470 0 73703 NITIN MEHTA CFA MANAGING DIRECTOR 40.0 X 463738 0 28551 RAYMOND J DEANGELO MANAGING DIRECTOR 40.0 X 606989 0 69021 THOMAS ROBINSON CFA MANAGING DIRECTOR 40.0 X 625879 0 69562 STEPHEN M HORAN CFA MANAGING DIRECTOR 40.0 X 393082 0 58514 JOHN BOWMAN MANAGING DIRECTOR 40.0 X 1288225 0 66682 PAUL SMITH MANAGING DIRECTOR 40.0 X 524544 0 46497 ASHVIN P VIBHAKAR CFA SENIOR ADVISOR 32.0 X 561674 0 61793 PETER B MACKEY CFA HEAD CFA EXAMINATIONS 40.0 X 405353 0 43821 SANDRA PETERS HEAD PROFESSIONAL EDUCATION 40.0 X 407623 0 43821 ROBERT LAMY HEAD, CURRICULUM DEVELOPMENT 40.0 X 331682 0 48673 DENNIS MCLEAVEY HEAD, REGULATOR(EXITED 2/2014) 40.0 X 303940 0 43506 10527067 0 1107247 130 false true false AMERICAN EXPRESS TRAVEL RELATED SVS 200 VESEY STREET NEW YORK NY 10285 TRAVEL 12165015 PBD INC 1560 BLUEGRASS LAKES PKWY ALPHARETTA GA 30004 DISTRIBUTION 4883758 PROFESSIONAL EXAMINATION SERVICE 475 RIVERSIDE DRIVE NEW YORK NY 10115 EXAM ADMINISTRATION 4129022 DOREMUS COMPANY 200 VARICK STREET NEW YORK NY 10014 MARKETING 8132066 JOHN WILEY SONS INC PO BOX 416502 BOSTON MA 02241 PUBLISHING 6629084 213 0 CANDIDATE FEES 900099 161846629 161846629 EDUCATIONAL PRODUCTS 611710 44271013 44271013 MEMBERSHIP DUES 900099 33059570 33059570 ADVERTISING 541800 703409 703409 239880621 6304434 6304434 0 327478 327478 0 0 0 66336656 57186040 582620 9150616 -582620 8567996 8567996 0 0 0 SERVICE FEE REP. OFFICE 900099 164186 164186 RECOVERY OF PRIOR GRANT 900099 250000 250000 MAILING LISTS 900099 261180 261180 3759094 3759094 4434460 259514989 243611672 703409 15199908 3108136 5000 3256497 0 0 8368974 0 56671472 5791346 7434757 4198178 77111 3483637 1826646 421586 0 0 2827467 18131301 17422147 12021789 142121 8763679 25418544 0 4856518 0 0 6194742 1625661 EXAM ADMINISTRATION EXPENSES 26710088 PRODUCT MERCHANDISE COSTS 10062475 CONTRACT LABOR AND RECRUITMENT 2279545 STAFF TRAINING 1673106 484038 233256561 0 0 0 3271893 2952231 38050527 44399512 0 0 1095150 4433395 0 0 0 0 0 0 3295769 1914913 10526066 13870725 18926187 12493951 5438444 6432236 242022601 270423653 0 0 0 0 10010261 9873811 6628489 13718072 320339200 368018548 27060757 25034240 0 0 128926177 135491160 0 0 0 0 0 0 0 0 0 0 2881690 3771035 158868624 164296435 X 161470576 203722113 0 0 0 0 161470576 203722113 320339200 368018548 26258428 15993109 X false true X true false false false false 33059570 421586 421586 0 421586 3979897 2873601 1106296 14946290 9620350 5325940 6432236 0 SOCIETY PAYABLE 1091086 DEFERRED COMPENSATION 1739161 DUE TO AFFILIATE 6474 UNCLAIMED PROPERTY 303751 TRANSACTION PAYABLE 630563 3771035 X 275840718 15993109 15993109 259847609 -332620 -332620 259514989 233589181 332620 332620 233256561 233256561 SCHEDULE D, PART X, LINE 2 CFA INSTITUTE HAS PERFORMED AN EVALUATION OF ITS UNRELATED BUSINESS INCOME AND HAS MAINTAINED ITS TAX EXEMPT STATUS. CFA INSTITUTE BELIEVES 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. SCHEDULE D, PART XI, LINE 4B LOSS ON DISPOSAL OF ASSETS ($582,620) RECOVERIES OF PRIOR YEAR GRANT $250,000 SCHEDULE D, PART XII, LINE 2D LOSS ON DISPOSAL OF ASSETS $582,620 RECOVERIES OF PRIOR YEAR GRANT ($250,000) true Central America and the Caribbean Program Services MEMBER & EXAM SUPPORT 28025 South Asia Grantmaking N/A 255522 Sub-Saharan Africa Grantmaking N/A 79068 East Asia and the Pacific 4 46 Program Services MEMBER & EXAM SUPPORT 25857668 South Asia Program Services MEMBER & EXAM SUPPORT 740571 Central America and the Caribbean Grantmaking N/A 72096 East Asia and the Pacific Grantmaking N/A 800213 Europe (Including Iceland and Greenland) Grantmaking N/A 1202074 Europe (Including Iceland and Greenland) 2 47 Program Services MEMBER & EXAM SUPPORT 22373872 Middle East and North Africa Grantmaking N/A 214365 Middle East and North Africa Program Services MEMBER & EXAM SUPPORT 468642 North America Grantmaking N/A 524380 North America Program Services MEMBER & EXAM SUPPORT 759589 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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 false false false JOHN ROGERS CFA PRESIDENT & CEO-EXITED 5/31/14 593138 0 781733 0 5266 0 70600 0 18859 0 1469596 0 40000 0 TIMOTHY G MCLAUGHLIN CFA CHIEF FINANCIAL OFFICER 327308 0 219090 0 8343 0 52916 0 14054 0 621711 0 22316 0 ASHVIN P VIBHAKAR CFA SENIOR ADVISOR 304075 0 200115 0 57484 0 48178 0 13615 0 623467 0 21974 0 ELAINE CHENG MANAGING DIRECTOR 246160 0 153988 0 3327 0 47266 0 17712 0 468453 0 16666 0 DONNA MARSHALL MANAGING DIRECTOR 283008 0 187570 0 5562 0 49600 0 13715 0 539455 0 19000 0 JAN R SQUIRES CFA MANAGING DIRECTOR 363358 0 253470 0 10735 0 55320 0 14301 0 697184 0 24720 0 CAROL J ANDERSON GENERAL COUNSEL-EXITED 8/31/14 303688 0 194606 0 2565 0 51266 0 17529 0 569654 0 20666 0 KURT N SCHACHT CFA MANAGING DIRECTOR 364460 0 189766 0 7244 0 55320 0 18383 0 635173 0 24720 0 NITIN MEHTA CFA MANAGING DIRECTOR 330440 0 126028 0 7270 0 21636 0 6915 0 492289 0 21636 0 RAYMOND J DEANGELO MANAGING DIRECTOR 365104 0 225548 0 16337 0 55320 0 13701 0 676010 0 24720 0 THOMAS ROBINSON CFA MANAGING DIRECTOR 362558 0 240043 0 23278 0 55266 0 14296 0 695441 0 24666 0 PETER B MACKEY CFA HEAD CFA EXAMINATIONS 312980 0 84679 0 7694 0 30600 0 13221 0 449174 0 0 0 SANDRA PETERS HEAD PROFESSIONAL EDUCATION 297898 0 109208 0 517 0 30600 0 13221 0 451444 0 0 0 STEPHEN M HORAN CFA MANAGING DIRECTOR 290242 0 98199 0 4641 0 40600 0 17914 0 451596 0 3750 0 JOHN BOWMAN MANAGING DIRECTOR 267920 0 95211 0 925094 0 48934 0 17748 0 1354907 0 3438 0 PAUL SMITH MANAGING DIRECTOR 372490 0 152054 0 0 24662 0 21835 0 571041 0 0 0 ROBERT LAMY HEAD, CURRICULUM DEVELOPMENT 281917 0 41500 0 8265 0 30600 0 18073 0 380355 0 0 0 DENNIS MCLEAVEY HEAD, REGULATOR(EXITED 2/2014) 241573 0 50114 0 12253 0 30600 0 12906 0 347446 0 0 0 SCHEDULE J, PART I, LINE 1A LEADERSHIP TEAM MEMBERS ARE ELIGIBLE TO BOOK A BUSINESS CLASS FARE (REGARDLESS OF FLIGHT TIME OR SEGMENT MILEAGE) ON FLIGHTS THAT OFFER BUSINESS CLASS SEATS. IF BUSINESS CLASS SEATS ARE UNAVAILABLE OR NOT OFFERED (BASED ON ROUTE, CARRIER OR AIRCRAFT), THE TRAVELER IS ELIGIBLE TO BOOK A FIRST CLASS FARE FOR ROUTES IN EXCESS OF 1500 MILES, OTHERWISE, THE TRAVELER IS ENCOURAGED TO BOOK THE MOST ECONOMICAL FARE OPTION FOR THE REQUIRED ITINERARY. TRAVEL FOR COMPANIONS: AN EMPLOYEE CAN EXCHANGE BUSINESS CLASS AIRFARE FOR TWO COACH AIRFARES TO INCLUDE COMPANION TRAVEL. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: CERTAIN REIMBURSEMENTS, INCLUDING HOUSING AND UTILITIES, 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 THE COST OF A PERSONAL RESIDENCE IN THE COUNTRY TO WHICH EACH EXPATRIATE IS ASSIGNED. ON OCCASION, CFA INSTITUTE PAYS FOR RELOCATION HOUSING AND INCLUDES THIS IN THE EMPLOYEE'S COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: HEALTH CLUB MEMBERSHIP FEES ARE REIMBURSABLE TO THE EMPLOYEE UNDER CFA INSTITUTE'S WELLNESS PROGRAM. SCHEDULE J, PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION REFLECTED IN B(III) INCLUDES EXPATRIATE COMPENSATION. FORM 990 PART VII, COLUMN D ALAN M MEDER; $2,067. RELATES TO 2 FOR 1 COMPANION TRAVEL. PART III, LINE 4D, OTHER PROGRAM SERVICES CFA INSTITUTE ALSO DEVELOPES A VARIETY OF PROGRAMS AND SERVICES IN ITS SERVICE TO MEMBERS AND TO THE GLOBAL INVESTMENT COMMUNITY AT LARGE. SUCH PROGRAMS INCLUDE THE CERTIFICATE IN INVESTMENT PERFORMANCE MEASUREMENT (CIPM) PROGRAM, A CERTIFICATION PROGRAM FOR PROFESSIONALS THAT INTERPRET, PRESENT AND EXPLAIN INVESTMENT PERFORMANCE AND PRODUCTS, INCLUDING SELECTIONS AND EVALUATING INVESTMENT MANAGERS, AND THE CLARITAS INVESTMENT CERTIFICATE; CAREER DEVELOPMENT SERVICES; AND OTHER NETWORKING-TYPE SERVICES DESIGNED TO FACILIATE DISCUSSION AND CAMARADERIE AMONG MEMBERS. PART VI, LINES 6, 7A & 7B THE CLASSES OF MEMBERSHIP IN CFA INSTITUTE ARE REGULAR MEMBERS, AFFILIATE MEMBERS, CHARTERHOLDER MEMBERS, AND MEMBER SOCIETIES. REGULAR MEMBERS ARE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED AT MEMBER MEETINGS. REGULAR MEMBERS 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 THE CONFLICT OF INTEREST STATEMENTS ARE COLLECTED ANNUALLY. STAFF DISCLOSURES MAY BE DIRECTED TO ANY MEMBER OF THE LEGAL SERVICES GROUP, THE COMPLIANCE OFFICER OR MEMBER OF THE AUDIT AND RISK COMMITTEE. GOVERNOR DISCLOSURES MAY BE DIRECTED TO THE CFA INSTITUTE CHAIR OR GENERAL COUNSEL. ANNUAL TRAINING IS PROVIDED BY THE LEGAL SERVICES GROUP. ALL EMPLOYEES ACKNOWLEDGE THEIR UNDERSTANDING AND ADHERENCE TO THE CODE OF CONDUCT ANNUALLY. THE RESTRICTIONS IMPOSED ON A PERSON WITH A CONFLICT VARY BASED ON THE CONFLICT, THE POSITION OF THE PERSON, AND THE SITUATION; HOWEVER, IT COULD INCLUDE PROHIBITING A BOARD MEMBER FROM PARTICIPATING IN A PARTICULAR DELIBERATION AND/OR DECISION. PART VI, LINES 15A & 15B THE ORGANIZATION USED A SPECIALIST CONSULTING FIRM TO REVIEW MARKET DATA FOR THE PRESIDENT & CEO, CFO, AS WELL AS MANAGING DIRECTORS AT CFA INSTITUTE. PEER GROUP SELECTION SPANNED DIFFERENT INDUSTRY SECTORS INCLUDING NOT-FOR-PROFIT FIRMS, 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 FOR THIS PEER GROUP WAS COLLECTED AND PUBLICLY DISCLOSED BY IRS FORM 990S. DATA FOR THE OTHER INDUSTRY SECTORS WAS SOURCED USING BOTH THIRD-PARTY SURVEY DATA AND INFORMATION DISCLOSED ON PUBLIC FILINGS. TO ENSURE ONGOING AND EFFECTIVE CORPORATE GOVERNANCE,THE BOARD OF GOVERNORS UTILIZES A COMPENSATION AND GOVERNANCE (CGC) COMMITTEE. IT IS COMPRISED OF FIVE GOVERNORS WHO ARE INDEPENDENT OF THE MANAGEMENT OF CFA INSTITUTE, AND ARE FREE OF ANY RELATIONSHIP THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. THE COMPENSATION AND GOVERNANCE COMMITTEE SETS THE COMPENSATION OF THE CEO AND ENSURES THAT INDEPENDENT COMPARATIVE COMPENSATION STUDIES ARE CONDUCTED PERIODICALLY TO GAUGE THE COMPETITIVENESS OF EXECUTIVE COMPENSATION OF CFA INSTITUTE. PART VI, LINE 16B THE ORGANIZATION HAS BEEN OPERATING UNDER A DRAFT POLICY DURING THE YEAR COVERED BY THIS RETURN. THE POLICY HAS SINCE BEEN APPROVED BY MANAGEMENT AND IS PENDING BOARD APPROVAL. 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 10 HARCOURT RD HK 980615079 PROF. ORG HK -196349 160921 CFA INSTITUT CFA INSTITUTE INDIA PRIVATE LTD 103 NAMAN CENTER MUMBAI IN 981196398 PROF. ORG IN 0 0 CFA INSTITUT CFA GLOBAL HOLDINGS LLC PO BOX 2083 CHARLOTTESVILLE VA 22902 471269465 HOLDINGS VA 0 0 CFA INSTITUT CFA INSTITUTE RESEARCH FOUNDATION PO BOX 2083 CHARLOTTESVILLE VA 22902 546063408 INV. 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