Practical analysis for investment professionals
10 April 2012

Take 15: Best Practices in Managing Outliers in the Investment Industry

The nature of the investment industry attracts creative, unconventional contrarians, but these very characteristics that influence extraordinary success on an individual level can cause managerial challenges. In this interview based on the white paper “The Red X: Managing Outliers in the Investment Firm” by Focus Consulting Group Inc., Keith Robinson provides practical advice on how to identify outliers within your firm, discusses the impacts they can have on a firm’s culture, and offers best practices and strategies in managing outliers.


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About the Author(s)
Heather Packard

Heather Packard is the director of product development at CFA Institute and serves as the subject matter expert in leadership, management, and communication skills (LMCS). Previously, she was the managing partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. Packard also served as the coordinator of collections for the Science and Engineering Libraries at the University of Virginia. She holds an BA in English and Spanish Literature from the University of Tennessee, Knoxville, and an MA in Spanish Literature from the University of Virginia. Topical Expertise: Leadership, Management, and Communication Skills

2 thoughts on “Take 15: Best Practices in Managing Outliers in the Investment Industry”

  1. Many outstanding investors would be difficult to work for and with, and encounter great challenges in their personal lives.

  2. David Merkel says:

    I heard some of his colleagues present to the Baltimore CFA Society. Most of our presentations are pretty good, but I didn’t think this one added much, except that I wonder if I am a “Red X.”

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