Practical analysis for investment professionals

Leadership, Management & Communication Skills

The Calvin Coolidge Approach to Saving America from Debt and Insanity: Just Say No!

Politics is all about saying "yes." But in an era of high debt and low growth, American history affords at least two interesting counterexamples: Warren Harding and Calvin Coolidge, former Republican U.S. presidents who improved the country's fortunes largely by saying "no."

Robert Shiller: In Praise of Financial Innovation

The Yale University economics professor reminded delegates at the CFA Institute Financial Analysts Seminar last week that cynicism about finance and financial innovation is a symptom of misplaced frustration with today's crises.

Ethics and Social Media: Four Key Considerations for Investment Professionals

While some governments have provided guidance to the investment industry about the use of social media, many countries have yet to issued regulations. Regardless of what local bodies dictate, the CFA Code of Ethics and Standards of Professional Conduct provides an excellent framework for investment professionals to consider when representing themselves or their businesses online.

Take 15: Why Emotional Intelligence Is Critical to Your Success (Video)

Demonstrating proficiency in emotional intelligence is a critical skill set that is in demand across all roles in the investment industry. Why is this the case, are there challenges unique to investment professionals, and what practical steps can you take to develop this soft skill?

Leadership Roundup: Lessons from the Barclays Scandal

Barclays was recently fined a record £290m/$450m for attempting to manipulate the London interbank offered rate (Libor). This settlement is the first in a probe launched by the US Commodity Futures Trading Commission that now spans nearly a dozen regulators and more than 20 banks, and the continuing investigations are expected to set a basis for settlement negotiations with individuals and other institutions. So, what went wrong?

Learn to Leverage Social Media to Enhance Your Career (Podcast)

Miriam Salpeter, author of Social Networking for Career Success, explains the importance of social media as a channel to enhance your professional reputation and to become known as a thought leader in your field. She offers practical advice and instruction on how to leverage specific functionality that can help you brand and differentiate yourself.

How Wealth Managers Can Stay Relevant in a World of Social Media

While the adoption of social media among wealth management firms is “at early stages,” according to a recent report, it is a communication channel that “financial institutions can no longer ignore.”

Some Reflections on the Immutable Role of Investment Firm Culture

In the investment management industry these days, a sort of "culture war" is playing out, one that has a much more positive connotation than the phrase typically evokes — and hopefully much more to contribute to the well-being of both investors and the profession.

CFA Institute President and CEO John Rogers: Time for Action

From the 65th CFA Institute Annual Conference in Chicago, John Rogers, CFA, President and CEO, called today for all investment professionals to restore trust in the investment industry. Below is a transcript of his remarks.


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Leadership Roundup: Walmart and Sarkozy under Pressure

Unless you’ve been living under a rock, you’ve probably heard about the alleged Wal-Mart bribery scandal that revolves around the Foreign Corrupt Practices Act (FCPA).

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