Sebastian Dovey explains the importance of a deeper understanding of the client, the implications of the digital revolution, the cross-cultural influences on client profile, and how these dynamics will shape the future of the wealth management industry. Read more
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John L. Bowman, CFA, is managing director and co-lead of education at CFA Institute. Previously, he served as head of Innovation and Product Solutions, where he crafted and executed the vision for member engagement through multimedia products, social media, mobile delivery, and the My CFA portal. Prior to joining CFA Institute, he was a fund manager and equity analyst for Mellon Growth Advisors and State Street Global Advisors. Mr. Bowman has a BS in business administration from the University of Mary Washington.
Jan Straatman, global CIO of Lombard Odier, believes that risk management at the portfolio level has been negligent, and a different approach with a new sense of urgency is needed to build more effective solutions. Read more
Leave a CommentLord Meghnad Desai discusses his “rediscovered” historical perspective on India as well as the Indian economy, capital markets, and its people going forward and the implications for investment professionals. Read more
Leave a CommentWith much of the developed world in a sovereign debt crisis, what implications will this have on your portfolio risk profile, benchmark, and asset allocation? Having spent his entire career in emerging market and non-U.S. investments, Jeffrey P. Davis, CFA, describes what he believes is a fundamental shift in the global market portfolio. Read more
Leave a CommentRoger G. Ibbotson argues that a liquidity strategy meets the criteria for a legitimate and sustainable style with clear performance advantages. Read more
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