Practical analysis for investment professionals

Leadership, Management & Communication Skills


Purposeful Capitalism and Risk Management: Lutfey Siddiqi, CFA

“Purposeful Capitalism” describes an evolution of capitalism wherein the investment industry becomes more professional, ethical, and client-centric. Lutfey Siddiqi, CFA, discusses this scenario in an interview with Robert Stammers, CFA.

Women: The Private Investigators of Finance

All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.

Authentic Leadership: Bill George on Finding Your True North

Why do you want to lead? How do you know if you’re on the right track — and the right track for you? Increasingly, authentic leadership is vital to success. Bill George is the author of True North: Discover Your Authentic Leadership and Discover Your True North, among other books. In this interview, George discusses the concept of True North, why it’s unique for everyone, and what’s changed about leadership over the past decade.

Pension Trustees: Corporate Governance and the Behavior Gap

Good governance is not only important, but it also drives real results. Christopher K. Merker, PhD, CFA, explains.

Three Formulas for Acing Your Next Job Interview

The "CV Queen" Victoria McLean, founder and CEO of City CV, offered some useful tips for acing job interviews in a recent CFA Institute webinar.

What to Call Your Fund

Can luck be multiplied through language? Picking a name for your firm that is both pronounceable and memorable would seem to play some role in the overall success of your effort. After all, you are unlikely to be the only game in town.

Reduce Tension in the Team: Don’t Attack

Tension, friction, and conflict are common in the workplace, especially when pressure is high. One habit, or nonhabit, in particular, helps to reduce conflict and build trust. It may sound simple, but it's difficult to achieve. The practice is this: Don’t attack people.

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.

Seven Questions for Better Conversations

Better conversations lead to better relationships, says Isaac Presley, CFA. To achieve that, you must talk less. And when you do speak, ask great questions.

Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.



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