Practical analysis for investment professionals

Career Development and Soft Skills


Asset Owner Perspectives: Building Investment Organizations Fit for the Future

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

The Next 75 Years: Will Generalists or Specialists Prevail?

To generalize or specialize? Seventy-five years after CFA Institute was established, how should investment professionals and aspiring investment professionals approach the choice?

Women and Money Making: What’s Your Business Model?

In celebration of International Women’s Day 2022, Barbara Stewart, CFA, shares how women in various countries and cultures think about business models.

How to Master Social Media: Seven Tips to Attract More Followers

What's the secret to building your followers on social media?

How to Master Social Media: Five Tips for Writing Well

What does it take to write captivating and engaging social media posts? Eric Sim, CFA, shares some essential pointers.

How to Master Social Media: Consistency

The strategic use of social media can help you build your personal brand.

Skills That Set You Apart as an Investor: Creativity

For success in investing, cognitive skills provide the foundation, but creativity gives you that something extra that sets you apart.

Eric Sim, CFA: The Diversified Career Portfolio

Diversification is just as critical to career portfolios as it is to investment portfolios.

“Your Network Is Your Net Worth”: Seven Tips to Propel Your Career

Your social capital grows as the people you help today advance their careers and step into more senior roles tomorrow.