21 May 2013

Just Released: CFA Institute Magazine (May/June 2013)

The cost of financial illiteracy is high. From distorted markets to mangled individual retirement plans, some of the consequences have become all too familiar for investment professionals. Can efforts to raise financial literacy change behaviors and promote better outcomes? The May/June issue of “CFA Institute Magazine” examines the scope and scale of financial illiteracy and initiatives designed to address the problem, including efforts by local CFA Institute member societies. Read more

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11 April 2013

Leading from the Center: Dalio, Hagan, and Freeman on Meditation and Leadership

By Jason Voss, CFA

Meditation is a practice that allows you to better utilize your entire brain, rather than just your analytical, rational faculties. Clearly, for investors these are critical skills. Read more

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5 April 2013

Culture of Integrity Requires Financial Firms to Renew Focus on Middle Management

By Michael McMillan, CFA

“Tone at the top” is a mantra that we hear time and again as the cure for the ethical decay that is permeating financial organizations. But if the industry really wants to create a culture of integrity, it must also establish a “tone at the middle.” Read more

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2 April 2013

How to Recontextualize Your World View to Understand Information: Futurist David Houle (Video)

By Jason Voss, CFA

David Houle, author of Entering the Shift Age, discusses some of the techniques he shares with CEOs for recontextualizing their world view. Read more

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30 March 2013

Just Released: CFA Institute Magazine (March/April 2013)

By Jennifer Curry

Just as the surging US equity market and better economic news were beginning to build investor confidence, events in Cyprus have provided a disturbing counterpoint. Could a black swan plunge markets into another global financial crisis? The cover story of the latest issue of CFA Institute Magazine looks at five disaster scenarios that might appear unlikely now but that have the potential to cause a chain reaction in global markets. Read more

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8 March 2013

Career Conversations: Informational Interviews (Podcast)

By Julia VanDeren

Patty Buchek, assistant dean for MBA Career Curricula at Georgetown University’s McDonough School of Business, explains why informational interviewing is one of her very favorite career management tools and how to do it well. Read more

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5 March 2013

An Emotional Finance Approach to Fund Management: Telling the Right Investment “Story”

By Jason Voss, CFA

Do you get lost in your investment story?

Arriving at conviction is not just a simple matter of overconfidence, as is typically suggested by the behavioral finance literature. Investment managers construct narratives to understand prospective investments and often run the risk of being married to that story. Read more

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4 March 2013

How Do You Find the Elusive Happiness at Work? (Video)

By Usman Hayat, CFA

Is happiness at work important to you? I’m guessing the answer is yes. It probably is very important. After all, we spend so much of our life working. But after a weekend, do you feel excited about going to work … Read more

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26 February 2013

Take 15: The Future of the MBA: Financial Professionals in a Changing World (Video)

By John Rogers, CFA

Robert F. Bruner, Dean of the Darden School of Business at the University of Virginia, discusses the evolution of the MBA program. Dean Bruner focuses on the changing perspectives of students towards education and employment, while explaining what recruiters and employers can come to expect out of MBA graduates in the 21st century that may not have been the case in the past. Read more

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Practical analysis for investment professionals

Leadership, Management & Communication Skills

Just Released: CFA Institute Magazine (May/June 2013)

Leading from the Center: Dalio, Hagan, and Freeman on Meditation and Leadership

Culture of Integrity Requires Financial Firms to Renew Focus on Middle Management

How to Recontextualize Your World View to Understand Information: Futurist David Houle (Video)

Just Released: CFA Institute Magazine (March/April 2013)

Career Conversations: Informational Interviews (Podcast)

An Emotional Finance Approach to Fund Management: Telling the Right Investment “Story”

Top Five Articles from February: Insights from Taleb, Kahneman, Damodaran, and More

How Do You Find the Elusive Happiness at Work? (Video)

Take 15: The Future of the MBA: Financial Professionals in a Changing World (Video)