Biography
Rebecca Fender, CFA, is chief of staff for Research, Advocacy, and Standards at CFA Institute. Previously she lead the Future of Finance initiative, which is the thought leadership platform for CFA Institute. The group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor. Fender has testified before the US House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others. Prior to joining CFA Institute, Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.
Betterment founder Jon Stein, CFA, shares his perspective on the GameStop fiasco.
How have diversity and inclusion efforts at investment organizations held up amid the COVID-19 crisis?
So how will millennials most influence finance in the next few years? For insight, we asked readers of CFA Institute Financial NewsBrief what they believe. Rebecca Fender, CFA, examines their response.
We asked readers of CFA Institute Financial Newsbrief whose recognition they valued the most when they accomplish something in their jobs. It turns out, hearing from a happy client or getting a compliment from firm leaders may go further than we think.
Earlier this week, we asked CFA Institute Financial NewsBrief readers who or what most influenced them to work in the financial sector. Rebecca Fender, CFA, analyzes the results.
We asked CFA Institute Financial NewsBrief readers how long investment teams could underperform at their firms before they should start to worry about their jobs, and their responses confirmed that the pressure is real.
Rahki Kumar believes it is important for long-term investors to encourage long-term strategy at companies and for all investors to recognize the role they play in markets.
What really matters to clients when it comes to their investment firms? Is it all about performance? Or is there something else they're looking for?
As investment professionals, we spend a lot of time honing our analytical skills and keeping up to date on the latest market developments. But the other role many of us play is that of a communicator, one who effectively explains to prospective clients why we will serve them well. This is a competitive business, so clients want to know what makes us different from the thousands of other investment firms out there.
Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession.