The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.
Jason Voss, CFA, curates articles about China's current account deficit, whether men are hardwired to take risks, lazy fund managers, and more.
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?”
The global narrative about women and money is changing significantly and for the better. Two major factors have helped to shape this, according to Barbara Stewart, CFA.
The biggest factor in attracting female customers involves building trust, says Barbara Stewart, CFA. To do that, leaders need to understand new forms of technology, customized communication, consumer behavior, and also, privacy.
As advisers, our job is not to judge the reasons why our female clients don’t invest — our job is to get them started, says Barbara Stewart, CFA. Why? Because cash is among the lowest performing asset classes over time, and the average female retiree needs to have saved and invested well over $100,000 more than the average man.
It's harder than ever to dispute that more balanced teams deliver better results. But the financial industry still has a ways to go. Lauren Foster provides a list of the top content on the benefits of diversity from 2016.
Some people view the term “diversity” in a negative way. It has also become highly politicized. By definition, diversity means “being composed of differing elements or qualities.” How does this apply to the financial industry? Barbara Stewart, CFA, continues the discussion.
Tom Brakke, CFA, says that due diligence in manager selection has become far too much of a standardized documentation process for advisers.
Lynn Blake, CFA, discusses State Street's new gender diversity exchange-traded fund (ETF), the benefits of bringing more women into the finance industry, and the wisdom and experiences she's accrued during her nearly 30 years in investment management, in an interview with Susan Hoover.
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