Download PDF:

August 2026 Advocacy Newsletter

Summary:

As we head toward the fall, we’re encouraged to see meaningful progress on an issue we have consistently emphasized: reducing unnecessary regulatory duplication and improving coordination across Canada’s capital markets. Ontario’s commitment to join the Canadian Securities Administrators’ passport system is an important step toward more efficient regulatory reviews, better market access, and greater harmonization across the country. There is still more work to do, but this is a constructive development and one we hope will create momentum for further reform. We’ll be focused on collaborating here to drive accountability into the fall.

We’re also pleased this month to recognize Andrew Pennington, CFA, CIPM, Chair of the Canadian Advocacy Council. Andrew’s commitment to investor protection, effective regulation, and thoughtful practitioner engagement reflects the value our volunteers bring to our policy work. Their experience helps ensure that the perspectives of investment professionals remain part of important regulatory discussions.

Elsewhere in this edition, you’ll find perspectives on the evolving role of performance professionals, a preview of the upcoming 30th Annual GIPS^® Standards Conference, a link on practical lessons on building AI-ready teams, and a link to new CFA Institute research on the Total Portfolio Approach.

Michael Thom, CFA

Managing Director

CFA Societies Canada