Diversity
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 industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.
Jason Voss, CFA, curates articles about China's current account deficit, whether men are hardwired to take risks, lazy fund managers, and more.
The investment management business must address two critical questions to improve its decision-making process.
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?”
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.
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.
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.