CFA Institute Names Lowe & Partners Global Agency of Record

Lowe and Partners announced today its appointment as global communications partner for CFA Institute following a competitive review. CFA Institute is the largest global association of investment professionals with more than 125,000 members in 145 countries. The organization sets the standard for professional excellence and credentials, and is committed to shaping a more trustworthy financial industry.

Lowe and Partners will develop integrated global marketing communications for CFA Institute by tapping the expertise of its network agencies. Lowe Profero will lead global communications planning, as well as digital strategy, creative and execution. Lowe Campbell Ewald will handle brand planning, content strategy, offline creative, and CRM. The Lowe and Partners global team in the U.S. will be supported by local Lowe teams out of China, India, and the UK, who will assist with global integration and execution. Scope of work includes integrated communications, both on- and offline, and CRM.

“We are excited to partner with CFA Institute and to lead their global communications solutions,” said Aaron Reitkopf, CEO, Americas of Lowe Profero. “We will leverage the strengths of the Lowe and Partners network, including strong planning, creative excellence, exceptional digital capabilities, and our global reach and expertise to help CFA Institute reach a sophisticated audience and achieve an ‘always on’ approach around the world.”

“Our team was extremely impressed with Lowe and Partners’ understanding of our mission, our global goals, and our brand, as we continue to lead the investment profession at such a critical moment for the future of the financial system,” said Joe Clift, Chief Marketing and Communications Officer of CFA Institute. “Their strategic and creative thinking was strong across the board, and the close relationships between their global and local teams to ensure full comprehension and execution of the strategy in our key markets is the integrated approach we were seeking.”

Lowe Profero joined Lowe and Partners in January 2014, and CFA Institute will be added to a roster of jointly managed clients, including Unilever, Kaiser Permanente, SEAT and Hiscox.