Future of Finance
Shifting cultural norms and quantum leaps in technology are accelerating change in the investment management industry.
The question of whether the blockchain will end up as nothing or everything continues to be asked with no definitive answer as of yet.
Paul Smith, CFA, urges his colleagues to breathe life into the idea of a “new professionalism.”
Virginie Maisonneuve, CFA, sees an explosive combination of forces at work on the investment industry, and has ideas for addressing them.
A deeper understanding of the tensions that have driven ongoing clashes will be essential for investment professionals looking to adapt their approach to the global economy.
A survey of what investors want revealed a gap between what investors expect from their advisers and what advisers are delivering. Strong communication with clients is key in closing the gap.
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’s surprised her most during her tenure is that the industry has “changed less than I would have expected.”
Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts:
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.