Practical analysis for investment professionals

Firm Management and Client Relationships


Four Principles to Sustaining a Desired Culture

Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

Return on Inertia (ROI): The Price of Standing Still

Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.

A Sheep in Wolf’s Clothing: Susan Cain on the Power of Introversion

Susan Cain, author of Quiet, speaks with Mike Wallberg, CFA, about the Quiet Revolution and leveraging the value of introverts.

Top-Performing Investment Teams: 10 Ingredients to Their Secret Sauce

What do top investment teams have in common? What makes some succeed while others fall short?

Defining an Ideal Culture: A Values-Based Framework

The values-based framework can help leaders define, clarify, and establish a firm's desired culture, Katrina Sherrerd, PhD, CFA, writes.

Investment Management Fees: Beware the Cobra Effect

Bad incentives lead to bad results, Daniel Brocklebank, CFA, observed at the 72nd CFA Institute Annual Conference.

Five Ways to Jumpstart Your LinkedIn Profile

How do you make your LinkedIn profile attractive and compelling? You can start with these easy first steps.

How Culture Improves Outcomes: Cognitive Diversity

Leaders need to prioritize culture, says Katrina Sherrerd, PhD, CFA.

Paul Volcker on Conflicts, Ethics, and the US Banking Industry

Paul Volcker considers the state of banking today in an interview with Exile on Wall Street author Mike Mayo, CFA.



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