Practical analysis for investment professionals

diversity


Diversity and Inclusion: Driving Change in Investment Management

The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.

Weekend Reads for Investors: From Hong Kong Edition

Jason Voss, CFA, curates articles about China's current account deficit, whether men are hardwired to take risks, lazy fund managers, and more.

Paul Smith, CFA: “What Is Finance For?”

CFA Institute president and CEO Paul Smith, CFA, stood before a crowd of more than 1600 investment professionals from across the globe at the 70th CFA Institute Annual Conference in Philadelphia, and asked a critical question: “What is finance for?”

Point of No Return: Two Factors Shaping Women and Investing

The global narrative about women and money is changing significantly and for the better. Two major factors have helped to shape this, according to Barbara Stewart, CFA.

Get Smart: Use Gender Intelligent Thinking

The biggest factor in attracting female customers involves building trust, says Barbara Stewart, CFA. To do that, leaders need to understand new forms of technology, customized communication, consumer behavior, and also, privacy.

Off the Fence: Three Tips to Help Women Start Investing

As advisers, our job is not to judge the reasons why our female clients don’t invest — our job is to get them started, says Barbara Stewart, CFA. Why? Because cash is among the lowest performing asset classes over time, and the average female retiree needs to have saved and invested well over $100,000 more than the average man.

Best of 2016: “Diversity Is the Engine of Invention”

It's harder than ever to dispute that more balanced teams deliver better results. But the financial industry still has a ways to go. Lauren Foster provides a list of the top content on the benefits of diversity from 2016.

Diversity in Finance: It Matters

Some people view the term “diversity” in a negative way. It has also become highly politicized. By definition, diversity means “being composed of differing elements or qualities.” How does this apply to the financial industry? Barbara Stewart, CFA, continues the discussion.

Rethinking Due Diligence and Manager Selection

Tom Brakke, CFA, says that due diligence in manager selection has become far too much of a standardized documentation process for advisers.

The Gender Diversity Dividend

Lynn Blake, CFA, discusses State Street's new gender diversity exchange-traded fund (ETF), the benefits of bringing more women into the finance industry, and the wisdom and experiences she's accrued during her nearly 30 years in investment management, in an interview with Susan Hoover.



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