Practical analysis for investment professionals

Rebecca Fender, CFA

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12 Posts

Biography

Rebecca Fender, CFA, leads the Future of Finance initiative, which is the thought leadership platform for CFA Institute. Her group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor. Ms. Fender has testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others. Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.

Author's Posts
Next Generation Investors: How Millennials Will Influence Finance

So how will millennials most influence finance in the next few years? For insight, we asked readers of CFA Institute Financial NewsBrief what they believe. Rebecca Fender, CFA, examines their response.

The Words We Long to Hear: Well Done!

We asked readers of CFA Institute Financial Newsbrief whose recognition they valued the most when they accomplish something in their jobs. It turns out, hearing from a happy client or getting a compliment from firm leaders may go further than we think.

The Lure of Finance

Earlier this week, we asked CFA Institute Financial NewsBrief readers who or what most influenced them to work in the financial sector. Rebecca Fender, CFA, analyzes the results.

The Investment Risk You’ve Never Calculated

We asked CFA Institute Financial NewsBrief readers how long investment teams could underperform at their firms before they should start to worry about their jobs, and their responses confirmed that the pressure is real.

10 Trends in Asset Stewardship

Rahki Kumar believes it is important for long-term investors to encourage long-term strategy at companies and for all investors to recognize the role they play in markets.

What Investors Want

What really matters to clients when it comes to their investment firms? Is it all about performance? Or is there something else they're looking for?

What’s Your Competitive Advantage?

As investment professionals, we spend a lot of time honing our analytical skills and keeping up to date on the latest market developments. But the other role many of us play is that of a communicator, one who effectively explains to prospective clients why we will serve them well. This is a competitive business, so clients want to know what makes us different from the thousands of other investment firms out there.

Restoring Trust in Finance: Remember That “It’s Always Someone Else’s Money”

Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession.

Lessons from a Whistleblower: Putting Integrity into Practice

Question your assumptions and never underestimate the importance of culture, former Olympus CEO Michael Woodford told delegates at the 66th CFA Institute Annual Conference.

Michael Pettis on China: “The Growth Rate in Investment Is Going to Collapse”

The country's boom has been fueled by government investment, said the professor of finance at Peking University's Guanghua School, and the current trajectory cannot continue.