Research. Reviews. Ideas. Built for investment professionals.

Delme Thompson

13 Posts

Author's Posts
How Can Investment Firms Find their Way to Greatness?

The challenges facing investment professionals looking to build great firms are complex and intricate, but industry leaders agree that it is important to address the issues.

Responsible Investing Is Coming of Age

With social responsibility now firmly established across the financial services spectrum, Steve Lydenberg, CFA, sees the potential for responsible investing to go beyond mere product innovation and deliver fundamental changes to the operating norms of the global financial system.

Responsible Investment Is Coming of Age

In the 300 years since John Wesley’s sermon "The Use of Money," responsible investing has evolved from the moral stance of a few to an approach now widely endorsed by global institutions and hotly pursued by millennials and seasoned advocates alike. So, where will it go from here?

Building a Valued Service Culture in Investment Management

Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts:

Developing Strategic Plans for the New Reality — In the Middle East and Beyond

In Kuwait, the complexities of changing economic models and shifting priorities emphasize the challenges of investing in new realities.

Checking Assumptions and Challenging Mindsets: A Crucial Investment Strategy

If we truly aim to serve clients and our societies to the full, prudence guides us to check the assumptions and challenge the mindsets we instinctively rely on.

Overconfidence, Overweighting, and Overtrading — Normal Investor Behavior? Quite Possibly

Nicholas Barberis highlights three concepts from behavioral finance that play a key role in investor behavior.

Financial Warfare: The Threat May Be Enough to Keep the Peace, but There’s No Room for Complacency

How do investors navigate a climate in which currencies are potentially unstable and the Fed and central banks stand accused of becoming printing presses?

What Will Drive Economic Growth in the Middle East?

A panel at the Middle East Investment Conference will discuss the new MENA enterprises that could meet global consumer appetites while creating sustainable economic growth in their home countries.

Investment Professionals: How Socially Useful Are You?

To restore trust, private wealth managers must step out of the shadows, demonstrate value, and prove their relevance not only to clients but also to society at large, says Newton Investment Management CEO Helena Morrissey.