CFA Institute: Engaging Journalists, Policymakers, and Investors with Financial Reform

Stewart helped CFA Institute build a new website to market its primary professional credential programs, and create the Enterprising Investor and Market Integrity Insights to engage journalists, policy makers, and professional investors who play essential roles in shaping the direction and reputation of the financial services industry. He assembled a global team of subject-matter experts in New York, London, and Hong Kong who write for the Enterprising Investor, engage with the organization’s social media audiences, and represent CFA Institute in the media and at industry events.

CFA Institute Blog

CFA Institute Social Media Strategy

Stewart created and delivered CFA Institute’s first-ever social media strategy, and built a robust presence on Facebook, LinkedIn, Twitter, and Weibo. He also led a strategic refocus of the global advertising budget to invest in digital and social channels, and consistently delivered 14-20 times higher engagement with paid social campaigns vs. display ads, which directly contributed to registration and revenue growth for professional certifications (CFA, CIPM, and Claritas). He also created a social media handbook for CFA Institute members, staff, and societies to coordinate editorial strategy and audience engagement.