Practical analysis for investment professionals

Peter M.J. Gross

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24 Posts

Biography

Peter M.J. Gross is an online content specialist for CFA Institute, where he has managed blogs for the CFA Institute Annual Conference, European Investment Conference, and Middle East Investment Conference. Previously, he worked at Hampton Roads Publishing Company and at MFS Investment Management. Mr. Gross holds a BA degree from Connecticut College.

Author's Posts
Resolving ESG Conflicts: Important, But Not Material?

Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.

10 Steps to Jump-Starting a Stalled Job Search

What should you do when your job search has stalled? Executive coach Robert Hellmann discussed 10 steps for revitalizing your efforts.

Is Your Gray Rhino Plan in Place?

Author Michele Wucker recommended financial professionals spend less time focused on potential black swans and more time addressing gray rhinos — the threats we can see charging right at us.

Wealth Management in 2017: Oh, the Humanity!

Effective financial advisory firms combine technology’s unique strengths with human insights, and the 2017 CFA Institute Wealth Management Conference explored ways that these combinations can deliver value to clients.

Building Investment Portfolios: Think Globally, Invest Locally

For Ronald M. Florance, Jr., CFA, the investment opportunities of tomorrow lie outside of traditional developed markets.

Lucy Kellaway on Being Fearful, and Fearfully Driven

“Fear has defined my working life,” Lucy Kellaway says. But it was not the fear that she inspired in others or the fear that others attempted to instill in her. She was driven by a self-imposed fear of “being found out,” a fear that she would fail to meet expectations. That fear was her greatest weapon.

Amid Low Oil Prices, MENA Charts a Way Forward

New drivers of economic growth, transitioning away from oil production, and increasing entrepreneurship and the growth of small and medium enterprises were focal points at the 2016 Middle East Investment Conference.

The Return of Geopolitics: “Markets Hate Uncertainty”

Willis Sparks of the Eurasia Group discussed the potential effects of geopolitics as a market influencer in his presentation to the CFA Institute Middle East Investment Conference in Bahrain.

From Robo-Conflict to Robo-Collaboration: Approaches for Wealth Managers

Financial advisers looking to strengthen their firm and improve their practice for private clients may find that the best results come not from conflict, but from cooperation.

Insights from India: Opportunities, Aging Gracefully, and Averting Crises

At the 6th India Investment Conference in Mumbai, sessions discussed the challenges and opportunities facing the investment management industry in India.



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