Gender Diversity
The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.
Why does gender parity matter for investment teams?
Showtime’s Billions is one of the best shows on television, says Sloane Ortel, and one of its best features is Asia Kate Dillon’s portrayal of Taylor Mason.
Consider these 14 perspectives for a more complete view of the investment landscape.
Why are there so few women in asset management, specifically, and finance, generally? Put that question to Suni Harford, head of investments and group managing director at UBS Asset Management, and she would say: "Lack of opportunity."
Heather Brilliant, CFA, and Brad M. Barber discuss recent research on gender diversity at the CFA Institute Alpha and Gender Diversity Conference. Lauren Foster provides a synopsis.
A defense of modern portfolio theory (MPT) by Nathan Erickson, CFA, CAIA, and Richard Stott; Nicolas Rabener's analysis of the value of factor investing; and an examination of the non-retirement phenomenon by Barbara Stewart, CFA, were among the leading posts from last month.
Much of financial planning focuses on retirement. But what if your client isn’t planning to retire? Barbara Stewart, CFA, explores the question.
All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.
Knowing our clients is the best way to retain them, especially when it comes to women and millennials, who together represent over 60% of the adult population, says Barbara Stewart, CFA.