Jeffrey J. Diermeier, CFA
President and Chief Executive Officer
CFA Institute
Expertise
- Global investment profession
- CFA Program
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Investment management (generally)
Jeffrey J. Diermeier, CFA, has served on the Board of Governors of CFA Institute since 2002 and became its full-time president and chief executive officer 1 January 2005.
CFA Institute is the global, professional association that administers the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) curriculum and exam programs worldwide, publishes the Financial Analysts Journal, conducts professional development programs, and, through its CFA Institute Centre for Financial Market Integrity, sets voluntary, ethics-based professional and performance-reporting standards for the investment industry.
Mr. Diermeier has served the not-for-profit association in various volunteer capacities for 20 years, including six years on the CFA curriculum committee. He is a member of the CFA Society of Chicago (one of four societies that in 1947 cofounded the original forerunner to CFA Institute) and served on its board of directors from 1989 to 1992. Diermeier also served the investment community as a member of the SEC Advisory Committee on Improvements to Financial Reporting.
Until early 2004, Mr. Diermeier was global chief investment officer at UBS Global Asset Management. In that role, he oversaw the management of more than $400 billion in assets, covering asset allocation, equities, fixed-income, real estate, and currencies, and a staff of 435 investment professionals in 10 countries. Mr. Diermeier was with UBS and its predecessors, primarily Brinson Partners, Inc., since joining the former First National Bank of Chicago as an equity analyst in 1975. In his almost 30 years, he served as head of asset allocation, head of the U.S. equity division, and deputy chief investment officer and co-head of global equity. He became global chief investment officer in 2000.
Mr. Diermeier graduated in 1974 from the University of Wisconsin at Madison with a bachelor's of business administration and in 1975 with a master's of business administration from the same institution. He earned the CFA charter in 1979.
Mr. Diermeier has received two Graham and Dodd “Scroll Awards” for research articles he has contributed to the Financial Analysts Journal, published by CFA Institute. He also has received a Roger Murray Award from the Institute for Quantitative Research in Finance. He has received the distinguished Business Alumnus Award from the University of Wisconsin, where he served on the dean's advisory board of the business school and endowed the Jeffrey J. Diermeier Chair in Finance. He is treasurer of the University of Wisconsin Foundation and a former member of the investment committee of the University of Chicago Endowment. He serves on the board of publicly traded Janus Capital Group (JNS), Stairway Partners, a private investment management organization, as well as XBRL US and the Q-Group. He is also co-trustee with his wife, Julie, of the Diermeier Family Foundation, and is former chair of the Hinsdale Hospital Foundation.
In the Media
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