Practical analysis for investment professionals

Leadership, Management & Communication Skills


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.

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?

Global Careers in Wealth Management: A Conversation with Marg Franklin, CFA

“The people who combine education with ethics and integrity will have the edge.”

Three Tools to Improve the Fund Manager–Client Relationship

Technology, properly applied, can help initiate and improve your relationships with clients.

Networking in the Age of Social Distancing: Seven Timeless Strategies

How do you network during a global pandemic and lockdown? Sameer S. Somal, CFA, has some pointers.

Living in a Virtual World: 10 Tips for Culture

How firm culture is built and sustained must evolve in the COVID-19 era.

Five Ways to Retain Your Wealth Management Clients in 2020

To retain clients in an information-saturated digital world, you must communicate the benefits of working with you.

How to Read Financial News: Coronavirus, Confirmation Bias, and Political Bias

Now more than ever we need to read the news with a clear eye about our emotions and biases.

Countering Coronavirus through Inclusive Culture

How have diversity and inclusion efforts at investment organizations held up amid the COVID-19 crisis?



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