Practical analysis for investment professionals
14 January 2013

Roger Urwin: Investing in the New Financial Order (Video)

Posted In: Philosophy

In a presentation at the India Investment Conference, Roger Urwin, global head of investment content and advisory director at Towers Watson, reviewed the three challenges of investing that have been intensifying in recent times:

  • The new normals: The divergence in macro view, setting strategy consistent with alternatives, and the need for wider and longer term thinking.
  • The new practice: The changing framework for alpha and beta, governance and culture of risk management, and risk-based asset allocation.
  • The new “isms” or ideologies: Governments’ roles in the uncertain and volatile outlook, the effectiveness and significance of the investment chain, the trend of sustainable investing, and the future of finance and the financial ecosystem.



The session was moderated by Navneet Munot, CFA, chief investment officer at SBI Funds Management Pvt., who is a member of the India Association of Investment Professionals, the local society of CFA charterholders.


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Samuel Lum, CFA

Samuel Lum, CFA, was director of Private Wealth and Capital Markets at CFA Institute, where he focused on wealth management and capital markets, mainly in an Asia-Pacific context.

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