Practical analysis for investment professionals

Leadership, Management & Communication Skills


What Is Your Belief System?

If you can isolate the beliefs that are truly influential in your professional work, you can improve your success rate significantly, says Jim Ware, CFA. Ask yourself, “What do I believe is true? And how does this affect my decisions and behavior?”

Investing Lessons from Epictetus: Focus on What You Can Control

The Stoic philosopher Epictetus has something to teach the investment profession, says Mimmi Kheddache Jendeby.

Maximize Career Success: Pearls from Carla Harris

Morgan Stanley's Carla Harris says that everyone needs to cultivate performance currency and relationship currency. What are they? Performance currency is simply delivering what was asked of you plus a little bit more. Relationship currency is created by spending time with people in your organization. Harris said the former will get you noticed, but it is the latter that allows you to maximize your success.

Differentiate Yourself: Building a Client-Oriented Culture

What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA, during a discussion on building a client-oriented culture at the 70th CFA Institute Annual Conference in Philadelphia.

Paul Smith, CFA: “What Is Finance For?”

CFA Institute president and CEO Paul Smith, CFA, stood before a crowd of more than 1600 investment professionals from across the globe at the 70th CFA Institute Annual Conference in Philadelphia, and asked a critical question: “What is finance for?”

Lie Detection in a Post-Truth World

"Everybody knows we are in a post-truth world," deception detection expert Pamela Meyer told delegates at the 70th CFA Institute Annual Conference in Philadelphia. "People will tell you anything." So what are the verbal and nonverbal clues indicating someone might be deceiving us?

Career Mobility for the Future Starts Now

With expectations for average working years extending from 30 to 50 and beyond, we have to be comfortable with sweeping career changes. This is not just due to evolving external factors, but also because our interests, values, and search for meaning will evolve over the span of our working lives. These were among the key takeaways Tracey Wilen emphasized during a Career Conversations interview with Julia VanDeren.

Conscious Communication: Headline Speaking and Writing

You never expect to hear a client say, “I enjoy an inartfully delivered, vague, and winding message with digressions and personal updates about your private life.” And yet that's how some advisers communicate with them. Jim Ware, CFA, discusses the art of headline writing and speaking for effective communication.

Top Five Articles from April: Active Equity, Robos, and ETFs

Jason Voss, CFA, and C. Thomas Howard share some insights on the demise of modern portfolio theory (MPT); Lauren Foster discusses the future of robo-advisers; and Tadas Viskanta advocates that we keep ETFs weird, in the top Enterprising Investor posts from April.

Meditation Tips for Investment Professionals: Focused Awareness

Focused awareness meditation asks practitioners to focus their awareness singularly on one object. Among the benefits for investment professionals is an improvement in mental focus and clarity.



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