Practical analysis for investment professionals

Leadership, Management & Communication Skills


Book Review: Achieving Investment Excellence

Achieving Investment Excellence is a comprehensive guide to the roles and responsibilities for trustees and board members.

Race and Inclusion Now: Action Points for Investment Management

How can the investment management industry better embrace diversity?

Using Artificial Intelligence to Sell Mutual Funds: Three Phases

How can artificial intelligence (AI) transform how investment products are distributed?

Investment Firm Culture: Three Keys to Employee Engagement

These factors drive motivation: Mastery or Excellence/Continuous Improvement, Autonomy, and Purpose.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

Book Review: Wealth of Wisdom

The editors are to be commended for creating a genuinely valuable resource for wealth management specialists.

On Career Resilience in Uncertain Times

How can investment professionals stay relevant in a challenging time?

Research Spending Post-MiFID II: Is COVID-19 the Straw that Broke the Camel’s Back?

The active equity strategies of European managers are at significant risk.



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