Practical analysis for investment professionals

Future of Finance


The Words We Long to Hear: Well Done!

We asked readers of CFA Institute Financial Newsbrief whose recognition they valued the most when they accomplish something in their jobs. It turns out, hearing from a happy client or getting a compliment from firm leaders may go further than we think.

10 Trends in Asset Stewardship

Rahki Kumar believes it is important for long-term investors to encourage long-term strategy at companies and for all investors to recognize the role they play in markets.

Book Review: Wall Street Potholes

The author, together with four other expert money managers, addresses a range of investment topics that pose special dangers to investors, including nontrading REITs, yield dependence, structured notes, hedge funds, Wall Street inefficiency, mutual fund fees, annuities, brokers and fiduciaries, and the future for investors.

Paul Smith, CFA: “Let’s Make the World a Better Place for Investors Everywhere”

CFA Institute president and CEO Paul Smith, CFA, issued a rousing call for a more ethical and effective investment profession. He also laid out his vision of where he hopes to lead CFA Institute in the years ahead, offering a road map for how he intends to get there.

Why Clients Leave

Trust is the main ingredient that binds clients to particular investment professionals or firms. But that trust can be easily broken, leading investors to seek alternate service providers. Trust is a broad concept, however, and according to a new poll, what causes clients to lose trust and leave a firm is not necessarily what advisers think it is.

What Investors Want

What really matters to clients when it comes to their investment firms? Is it all about performance? Or is there something else they're looking for?

Financial History: How to Learn from It

We are part of the history that future generations will study and we owe it to ourselves and the clients we serve to thoughtfully consider lessons from the past when making decisions that will impact our future.

How to Build a Better Business through Diversity

Truly diverse teams bring to bear broader networks of resources, power, and talent and when led by a culturally fluent leader can significantly outperform less diverse teams. Abandoning exclusionary habits and building a consistently inclusive firm culture is not a simple endeavor. Still, as leaders you can employ strategies to move the firm in this direction.

Forum: The Future of Active Management

The travails of active managers in recent years have been well-chronicled. Their poor collective performance has led investors to flee actively managed funds for passive products and others to question their relevance. To better understand the challenges facing active managers today, the industry’s response to those challenges, and the likely future state of the industry, CFA Institute is hosting an online forum as part of its Future of Finance initiative.

The Gender Imbalance in Finance: How Do We Narrow the Gap?

As part of the Future of Finance initiative, CFA Institute recently held an online forum to discuss the high cost of the gender imbalance in finance. Two of the questions that were discussed were: (1) Would it be good for the end investor if women represented more of the industry? and (2) Greater diversity of thought processes can often lead to better end results. But is the finance industry attracting and, perhaps more importantly, retaining women?



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close