The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute Senior Director Matt Orsagh, CFA, CIPM, spoke with Deborah Gilshan, founder of the 100% Club… READ MORE ›
The investment management business must address two critical questions to improve its decision-making process.
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.
Paul Smith, CFA, urges his colleagues to breathe life into the idea of a “new professionalism.”
“The most obvious thing is what escapes us,” says author Michele Wucker. Her advice to financial professionals? Identify and plan for the obvious gray rhinos.
Having more women represented in the industry, and not just when they are in their early careers, is ultimately good for the end investor.