Research. Reviews. Ideas. Built for investment professionals.

Diversity


A Systemic Approach to Promoting 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 Returns on Diversification
By

The investment management business must address two critical questions to improve its decision-making process.

How Can Investment Firms Find their Way to Greatness?
By

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: Reasons to Believe
By

Paul Smith, CFA, urges his colleagues to breathe life into the idea of a “new professionalism.”

Is Your Gray Rhino Plan in Place?
By

“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.

Paul Smith, CFA, to the Industry: “We Need to Hire and Promote More Women”
By

Having more women represented in the industry, and not just when they are in their early careers, is ultimately good for the end investor.