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Rebecca Fender, CFA

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21 Posts

Biography

Rebecca Fender, CFA, is head of the Future of Finance initiative at CFA Institute, a long-term global effort to shape a trustworthy, forward-thinking investment profession that better serves society. Prior to joining CFA Institute, Ms. 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. Future of Finance publications include From Trust to Loyalty: A Global Survey of What Investors Want, and Gender Diversity in Investment Management: New Research for Practitioners to Close the Gender Gap. Previously, Ms. Fender also served as the director of the flagship CFA Institute Annual Conference.

Author's Posts
Future State of the Investment Profession: Preparing Now for a Different Future

The future of the investment industry is important for the functioning of the global economy, but there are changes happening in the world that will impact the industry and it needs to prepare.

Next Generation Investors: How Millennials Will Influence Finance

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.

The Words We Long to Hear: Well Done!

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.

The Lure of Finance

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.

The Investment Risk You’ve Never Calculated

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.

10 Trends in Asset Stewardship

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.

Building Long-Term Value: 10 Trends in Asset Stewardship

In Montréal, Rakhi Kumar discussed trends in investor engagement that she has seen in her role as managing director and head of corporate governance at State Street Global Advisors.

What Investors Want

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?

CFA Institute Study: Disclosing Fees, Conflicts Vital to Adviser-Client Relationship

Longstanding business practices are under scrutiny, stoked by debates in the US over fiduciary duty and by the availability of low-cost automated financial advice globally. These issues are poised to change the investment industry as we know it.

What’s Your Competitive Advantage?

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.